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!
Alexander: Series 65 test prep instructor
...of my licensing and certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies, and techniques that allowed me to pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +37 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +23 subjects
Evan: Series 65 test prep instructor
...prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 24
- Series 63
- +27 subjects
Scot: Series 65 test prep instructor
...2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with 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 FINRA license or...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- SIE
- Series 79
- Series 22
- +12 subjects
Brian: Series 65 test prep instructor
...from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Six Sigma
- +22 subjects
Robin: Series 65 test prep instructor
...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 certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts...
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
- Series 7
- Series 66
- SIE
- +23 subjects
Roman: Series 65 test prep instructor
...passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. It's a great field to work in, so whenever I can help someone pass the entry exams, it feels great! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Series 7
- SIE
- Series 66
- +59 subjects
Nancy: Series 65 test prep instructor
...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 American or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 79
- Series 63
- SIE
- +83 subjects
Brendan Daniel : Series 65 test prep instructor
...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 focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA...
Subject Expertise
- Series 65
- Series 16
- Series 3
- Series 86
- +62 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- CAIA
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Aleta: Series 65 test prep instructor
...services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 79
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Subject Expertise
- Series 65
- CFA
- Series 6
- Series 7
- +56 subjects
Zachary: Series 65 test prep instructor
...Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into an easy to understand bits look no further.
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- Series 24
- Series 66
- +12 subjects
James: Series 65 test prep instructor
...to Fortune 500 companies in many different industries, primarily in the role as a process and profit improvement specialist. I then joined an investment firm which was pioneering the use of Artificial Intelligence to managing client portfolios. For those unfamiliar with 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...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Professional Certifications
- Personal Finance
- Algebra
- +28 subjects
Kim: Series 65 test prep instructor
...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 and in process, impart in you a set of skills...
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 7 - General Securities Representative Exam (Stockbroker)
- +46 subjects
Vincent : Series 65 test prep instructor
...am a Financial 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...
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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Lonie: Series 65 test prep instructor
...teach as a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- Series 7
- SIE
- +21 subjects
Ben: 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 3
- CPA
- Series 63
- +39 subjects
Claudio: Series 65 test prep instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 66
- Series 6
- Series 7
- +34 subjects