What is the Series 65 exam, and how do you PASS it?

Are you exploring a career as an investment adviser representative? Chances are you will need to obtain your Series 65 license. What the heck is a Series 65 license?

In this video, Suzy Rhoades, an expert securities exam prep instructor with PassMasters, will give you an overview of the Uniform Investment Adviser Law Exam (Series 65), including some secrets for passing the NASAA Series 65 exam the first time.

Have questions about the Series 65 exam? Let us know. Post your questions below and we will get back to you asap.

Additionally, if you are looking for an excellent online Series 65 exam prep course, look no further. We offer a course that is primarily video-based including over 20 hours of exam-specific lecture instruction, and over 2,300 practice/final exam questions with audio and written explanations.

Learn more about Suzy and her online video-based Series 65 test prep course here:

Check out Naisha's feedback about Suzy's course below and check our site to see what others have to say about their experience preparing for their securities exams:

"Hello! I'm so pleased that I passed my Series 65 on Monday. Your course was key. I took it before and didn't pass after having studied hard with another course. But your course was so much better at helping me to understand the underlying concepts, so even when I didn't know the precise answer, I could still reason it out. Thank you!"

- Naisha - Series 65 student

#Series65exam #Series65examprep #Series65testprep

-Content of this video-
0:00 - Intro
0:17 - The SERIES 65 exam
0:43 - Who can take the SERIES 65 exam?
0:51 - Details about the SERIES 65 exam
1:18 - How to register for the Series 65 exam
1:57 - What's on the SERIES 65 exam?
2:55 - What can you sell with the Series 65?
4:03 - How do you pass the SERIES 65?
4:50 - SERIES 65 exam prep course overview

[pauldkatsion]

Suzy! Your voice was playing in my head as I took both my 6 and 63 ( I mean that as a complement) back in 2016. I’m about half way into the material with another company (darn the luck) but am still encouraged by your advice. It is truly exciting to see you’re still teaching this stuff. Your approach just seemed to match the kind of learner that I am. Keep it up.

[giftsbysheray]

OMG! I have been looking for you. You were the best teacher when I was studying for the S6. But TestTeachers aren't there anymore. I have been struggling. I cannot wait to download this.

[DL-yotq]

Does the series 65 allow you to become accredited? Or are there other prerequisites in addition to the series 65 to become accredited? if there are other prerequisites what are they? Thanks

[nomercy]

Please help me with the following questions. There are 2 companies that I am applying/interviewing with, the position with any of them does NOT involved selling any securities. I passed the SIE on my own and both companies serve School Districts and Municipalities with bond emission to raise funds: 1) Company A requires me to take series 7, 50, and 63, and company B only requires S65. From what I just learned, I only need S65 because I will just be providing advice only and I won't be selling ANY securities at all. Is that correct? 2) Why would they be so different in requirements if I won't be selling securities? and 3) If I enrolled in your program, how long would I have access to it? Is it only a few months or until I pass? Thank you.

[lorinelizalde]

What is your recommended study time to prep for the Series 65? As in, how many weeks or months should you allocate before you’re ready to take the exam?

[TaraKGlam]

What math should we review before starting the course?

[wealthpaver]

How do we get the latest Series 65 test paper questionnaires? Is it available at PassMasters?

[djr]

I have the series 6 and 63. I have not passed the 65. But would you say the 65 is harder than the 7? I know the 7 is options heavy.

[itsbenjamintaylor]

Okay so my goal is to pass the exam in one month studying about 2-3 hours everyday. Do you think that gives me enough time?

[williamrodriguez]

How long do I need to be in the industry before getting series 65 license ? I have been a life agent for 8 months…

[Lazaven]

I have a question. I'm with a firm that sells managed accounts among other things and in order for us to sell them we need a 65 but you're saying it's not a product license I'm confused 😅

[jessicafb]

Can we become an accredited investor with this exam?

[thedudeandstuff]

I like this format. Does your course include the series 65 textbook or where do we get that? And also, is actually reading the book included in your 4 week study plan? or should we read the book before going thru your materials, in which case 4 weeks could turn into 8 weeks of study? thank you

[DrivingAway]

Suzy seems to know what she is doing!
((but does she know what the discount code is ;))

[jakinlee]

so I can't start a hedge fund and charge people with a series 65?

[richardcolucci]

I just want to learn how to grow my personal wealth. I’m tired of all the gurus that are selling trash. Do any of the series provide education? I don’t care so much about regulations or a license. I care about making the most money possible.