If you reached this page as part of an ongoing search for expert Series 65 test prep, Varsity Tutors can set you up with private Series 65 courses to help you build self-confidence heading into the exam. Series 65 (or Uniform Investment Adviser Law Examination) is a standardized test administered by FINRA (Financial Industry Regulatory Authority) to ensure that licensed Investment Adviser Representatives have the skills needed to carry out their professional duties. If you feel as though your Series 65 prep needs an edge, let us refer you to private Series 65 tutoring services today!
Series 65 test prep typically begins by reviewing the formatting and structure that test-takers can expect on exam day. For example, Series 65 is a computer-based exam that utilizes a multiple-choice format. You have a total of three hours to answer 130 questions. If you don't have much experience with digital exams or worry that you'll run out of time on test day, taking practice exams during your Series 65 preparation may help you determine anything you need to change before it counts.
The table below breaks down the topics covered on the Series 65 exam, as well as how heavily each is weighted:
Series 65 Exam Breakdown
| Section | Percentage of Test |
| Economic Factors and Business Information | 15% |
| Investment Vehicle Characteristics | 25% |
| Client Investment Recommendations and Strategies | 30% |
| Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices | 30% |
One of the benefits of private Series 65 classes is the ability to study whatever you want to. If you enroll in a large Series 65 test prep product, you'll probably spend most of your time covering everything besides Economic Factors and Business Information, as it constitutes much less of the test than the other topics. However, Series 65 tutors would be happy to go over it with you if it helps you pursue your professional goals.
Private Series 65 test preparation also allows you to work in a one-on-one learning environment. You are the only student in your Series 65 class, virtually ensuring that any questions you ask are answered quickly. All of your work may also receive immediate feedback, allowing you to correct any mistakes while the material is still fresh.
Your instructor may even be able to tailor Series 65 prep sessions to your unique needs. For example, a practical learner might want to incorporate real-world examples into their Series 65 test prep to make seemingly abstract concepts seem more useful, while a theoretical learner might prefer to concentrate on the underlying skills the exam is designed to assess. Your tutor may also take the time to really get to know you, allowing them to incorporate some of your non academic interests into your study sessions to make them more interesting.
At Varsity Tutors, we also try to make Series 65 prep as convenient as possible. Every Series 65 course we offer takes place on our exclusive Live Learning Platform, giving you all the benefits of face-to-face study without forcing you to commute someplace. We also try to match every student with an instructor who meets their scheduling needs. We believe that no student should have to give up something they enjoy just to study for the Series 65.
If you would like to learn more about the benefits of Varsity Tutors Series 65 prep, Educational Directors are standing by to help out in any way they can. Contact us today to get the process started!
John: Horseshoe Bay Series 65 test prep instructor
...MBA in Finance from Southern Methodist University. I'm currently working towards an MS in Quantitative Finance and Economics from Texas State University. I also work as a Quantitative Analyst at a fixed income investment firm. In my previous jobs, I was an underwriter in the insurance industry and before that I was an Infantry Officer...
Education & Certification
- Clemson University - Bachelor of Science, Economics
- Southern Methodist University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business Analytics
- Statistics Graduate Level
- Elementary School Math
- +20 subjects
Sarah: Horseshoe Bay Series 65 test prep instructor
...the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- Series 65
- Series 24
- Series 63
- Series 86
- +9 subjects
Scot: Horseshoe Bay Series 65 test prep instructor
...my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 6
- Series 24
- Series 63
- +12 subjects
Brendan Daniel : Horseshoe Bay Series 65 test prep instructor
...closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I...
Subject Expertise
- Series 65
- Series 52
- CPA
- Series 3
- +62 subjects
Julie: Horseshoe Bay Series 65 test prep instructor
...I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am here to help personal finance, finance, and business...
Subject Expertise
- Series 65
- Series 66
- SIE
- Series 7
- +5 subjects
David: Horseshoe Bay Series 65 test prep instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 66
- Series 10
- Series 7
- +9 subjects
Vincent : Horseshoe Bay Series 65 test prep instructor
...General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 7
- +14 subjects
Aaron: Horseshoe Bay Series 65 test prep instructor
...others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 53
- +7 subjects
Jarrett: Horseshoe Bay Series 65 test prep instructor
...regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my own life how...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 6
- +20 subjects
Ben: Horseshoe Bay Series 65 test prep instructor
...manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- Series 79
- Series 5 - Interest Rate Options Exams
- FRM
- +39 subjects
Donald: Horseshoe Bay Series 65 test prep instructor
...Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- CFP
- RICP - Retirement Income Certified Professional
- +35 subjects
Eric: Horseshoe Bay Series 65 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 53
- Series 66
- +16 subjects
Jorge: Horseshoe Bay Series 65 test prep instructor
...from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts to...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 7
- Series 55
- CFP
- +38 subjects
Edward: Horseshoe Bay Series 65 test prep instructor
...and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 66
- Series 63
- Series 79
- +26 subjects
Mark: Horseshoe Bay Series 65 test prep instructor
...demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple testimonials from my students passing their examinations.
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 86
- NMLS - Nationwide Mortgage Licensing System
- Real Estate License
- +73 subjects
Sarah: Horseshoe Bay Series 65 test prep instructor
...my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Series 63
- CFP
- Series 6
- +36 subjects
Danny: Horseshoe Bay Series 65 test prep instructor
...a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 10
- Series 86
- SIE
- +11 subjects
Robin: Horseshoe Bay Series 65 test prep instructor
...hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- SIE
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects
Stephen: Horseshoe Bay Series 65 test prep instructor
...a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- AACN - American Association of Colleges of Nursing
- +21 subjects
Chunhua: Horseshoe Bay Series 65 test prep instructor
...effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual learning and tutoring using illustrations and examples...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Series 79
- Series 7
- Series 6
- +7 subjects