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!
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- SIE
- Series 7
- Series 66
- +16 subjects

Hajra: Chicago Series 65 test prep instructor
...exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off. We always good food and each others company.
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 82
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 22
- +9 subjects

Blake: Chicago Series 65 test prep instructor
...even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- High School Business
- +71 subjects

Mark: Chicago Series 65 test prep instructor
...# 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 10
- Series 57
- API - Associate in Personal Insurance
- +73 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 66
- CPA
- Series 52
- +24 subjects

Ben: Chicago Series 65 test prep instructor
Experienced portfolio 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 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 15 - Foreign Currency Options Exam
- +39 subjects

James: Chicago Series 65 test prep instructor
Hi, after graduating from The University of Michigan Business School in finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Insurance License
- Series 56 - Proprietary Trader Qualification Exam
- Test Prep
- +33 subjects

Raymond: Chicago Series 65 test prep instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Insurance License
- Series 22
- Series 6
- +7 subjects

Harvey: Chicago Series 65 test prep instructor
...computer consulting company (40 plus years). I have worked for many years as a computer consultant including managing large networks, doing cybersecurity and various types of programming especially iPhone and iPad development using Swift and Xcode. I also have a horticulture degree and have taught organic gardening at the middle school and high school levels. I am currently tutoring students in AP Physics (AP 1, AP 2 and AP C Physics are my specialties).
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- Series 63
- FINRA - Financial Industry Regulatory Authority
- College Economics
- +107 subjects

Jarrett: Chicago 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 transformative education can be. In my spare time I enjoy playing music on my saxophone, participating in martial arts classes,...
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 6
- Series 63
- +20 subjects

Gary: Chicago Series 65 test prep instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 16
- Series 26
- Series 57
- +72 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- NASAA - North American Securities Administration Association
- +20 subjects

Vincent : Chicago Series 65 test prep instructor
...Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the 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
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects

Evan: Chicago Series 65 test prep instructor
...I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location independent.
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 63
- CFA
- +27 subjects

Dana: Chicago Series 65 test prep instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- +27 subjects

Victoria: Chicago Series 65 test prep instructor
...I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 23
- Series 26
- Insurance License
- +35 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 9
- Series 63
- Series 24
- +23 subjects

Christopher: Chicago Series 65 test prep instructor
...financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor, and have since found that those skills have translated well to helping business students thrive at Varsity Tutors. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Biostatistics
- +144 subjects

Nhan: Chicago Series 65 test prep instructor
...in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he or she could attack any subject with confidence.
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- CPA
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +78 subjects

Sebastian: Chicago Series 65 test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CPA
- FRM
- Series 6
- +14 subjects