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Private Series 65 Tutoring Near You

Receive personally tailored Series 65 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.

Series 65 Tutoring FAQ

The Series 65, or the Uniformed Investment Advisor Law Exam, is a securities license required by most states for individuals who wish to become investment advisors. In order to work as an investment advisor in states that require a Series 65 qualification, individuals must first pass the Series 65 exam. The exam has 130 multiple-choice questions, which test-takers must finish answering within the 180-minute time limit. Those who get at least 72.3% of the questions correct receive their Series 65 license.

Those who are preparing to take the exam should spend time studying and taking practice tests before test-day. The exam covers things an investment advisor needs to know like laws, regulations and ethics. It also covers the practical topics an advisor has to know to perform their job. This includes activities like retirement planning, portfolio management strategies, and more. The Series 65 exam splits its content into four distinct sections. The first is economic factors and business information. The second is investment vehicle characteristics. The next section is client investment recommendations and strategies. Finally, the test concludes by asking candidates to answer questions about the laws, regulations, and guidelines that are important to an investment advisor.

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Your Personalized Tutoring Program and Instructor

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Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.

Increased Results

You can learn more efficiently and effectively because the teaching style is tailored to you.

Online Convenience

With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.