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
- Series 10
- Series 63
- Series 24
- +16 subjects
Aaron: Series 65 test prep instructor
...in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 66
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Gary: 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 47 - Japanese Module of the General Securities Exam
- NASAA - North American Securities Administration Association
- Series 9
- +72 subjects
Joseph: Series 65 test prep instructor
...am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 27
- Series 82
- Series 10
- +48 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 10
- Series 7
- Series 86
- +23 subjects
Evan: Series 65 test prep instructor
...in economics. 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 24
- +27 subjects
Valentina: Series 65 test prep instructor
...Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My qualifications are Highly Qualified, and my teaching endorsements are...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +4 subjects
Christopher: Series 65 test prep instructor
...in options, futures, forwards, swaps and other 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. The aim for progression is to help students first grasp foundational concepts of...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CFA
- CPA
- ISEE- Lower Level
- +139 subjects
Nancy: Series 65 test prep instructor
...As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 6
- Series 66
- +83 subjects
James: Series 65 test prep instructor
...Operations Research, it is generally defined as the application of advanced analytics, primarily mathematics based, to make better business decisions. As a result, I believe Algebra is essential to long-term mathematics learning, knowledge, and personal success. Therefore, while I am available to assist in many subject areas, my tutoring focus is on helping any age student excel at Algebra and the fundamentals of mathematics. I like to think of myself as a golfer even though...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Financial Accounting
- Managerial Accounting
- Linear Algebra
- +28 subjects
Mark: Series 65 test prep instructor
...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 HOW TO STUDY FROM THE QUESTIONS. Bilingual...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- CFA
- Real Estate License
- +73 subjects
Julie: Series 65 test prep instructor
I am a Certified Financial Planner, Certified Financial Therapist - 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 students achieve their educational goals!
Subject Expertise
- Series 65
- CFP
- Series 7
- SIE
- +5 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- +43 subjects
Kevin: Series 65 test prep instructor
...including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 66
- Series 30
- +41 subjects
Jarrett: Series 65 test prep instructor
...broker, and a district executive for a 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...
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 6
- Series 63
- Series 7
- +20 subjects
James: Series 65 test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- Series 66
- Series 3
- Series 79
- +23 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 63
- +24 subjects
Kim: Series 65 test prep instructor
...days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 79
- +46 subjects
Raymond: 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
- Series 7
- Series 31
- Series 63
- +6 subjects
Brian: Series 65 test prep instructor
...improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 63
- Series 10
- FINRA - Financial Industry Regulatory Authority
- +22 subjects