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Series 62 Tutoring

A private tutor may be exactly what you need to help you pass the series 62 exam. A skilled series 62 tutor can make a large impact on your mastery of the series 62 material in a relatively short period of time. Private tutoring is most effective when preparing for the series 62 exam under the following scenarios:

  1. You have prepared for the series 62 exam by reading the textbook fully, taken a large number of series 62 practice exams and are having trouble mastering the information or are facing challenges applying the knowledge required by the series 62 exam. Or,
  2. In addition to the series 62 exam preparation detailed above you have taken the series 62 exam and did not pass the test and you are scheduled to retake the series 62 exam in the next few weeks. Or,
  3. You’re a industry veteran who is now being required to become registered and have a very limited amount of time to prepare for the 62 exam.

It Makes a Difference

Working one on one with a series 62 tutor just prior to taking your series 62 exam can make all the difference in the world. A series 62 tutor will make sure you are focused, have mastered the series 62 material and are confident in the application of the knowledge during your series 62 exam. For series 62 candidates who are getting ready to take the series 62 exam for the first time or who have taken the series 62 exam and missed passing the exam by 1 – 12 points, 4 – 8 hours of tutoring are usually enough to ensure you pass the series 62 exam.  

Series 62 Tutoring Case Study Number 1

A recent series 62 candidate spent a significant amount of time preparing for the series 62 exam. This candidate was having a fair amount of challenges with the market for corporate securities section on the practice tests, and was not ready to pass the actual series 62 exam. Many series 62 candidates have issues understanding the various markets in which an order may be executed. Additionally many candidates face challenges understanding the distinctions between the many systems that can be used to execute an order. As a result, these areas can cause candidates difficulty on the series 62 exam.

Solution

One of our series 62 instructors who has worked on and managed NASDAQ trading desks went though the candidates series 62 exam results. It became clear he was missing questions relating to customer order execution, the role of market makers and the role of other market participants on the practice exams. Our series 62 tutor spent a total of five hours virtually tutoring this series 62 candidate focusing on these key areas, explaining the subtle distinctions relating to order handling, the role of all market participants and fine tuning his test taking strategies. After five hours the series 62 candidate had mastered the material and easily passed the series 62 the following week.  

Series 62 Tutoring Case Study Number 2

This series 62 candidate is one of many who tried reading a series 7 textbook and skipped the options, munis and mutual fund sections. This is not a good strategy for passing the series 62 exam. The series 62 exam was written from a completely different perspective than the series 7 exam. The focus and style of the exam is much different and preparing with series 62 materials is absolutely essential to passing the series 62 exam He scored 60% on his first attempt to pass the series 62 exam. His supervisor was not pleased. This candidate had to pass the series 62 exam ASAP.

Solution

One of our series 62 tutors who has experience and a Chief Compliance Officer for a regional Broker Dealer spoke to the candidate and put together a study calendar to ensure that he was well prepared to pass the series 62 exam. He was advised that he must read the series 62 textbook completely in order to even begin to be prepared to pass the series 62 exam. We sent him our series 62 textbook and set the candidate up with series 62 exam prep software. The candidate was assigned chapter readings and tests that were part of a three week study calendar. As part of his comprehensive training plan phone calls were scheduled to review his chapter results and to provide the candidate with the opportunity to ask comprehensive questions. Once the candidate had completed his study calendar which included reading the book cover to cover, two four hour review sessions were then scheduled at the candidate’s location and designed to ensure that he passed his series 62 exam. The candidate took his exam several days later and passed the series 62 exam with a score of 81%.  

Series 62 Tutoring Case Study Number 3

A mutual fund agent who was looking to expand his business to include stocks and bonds had just opened mutual fund accounts for several high net worth investors after holding a seminar a local restaurant. The investors had significant portfolios and the vast majority of their holdings were in stocks and bonds. They wanted to move a portion of their assets to this series 62 candidate once he was able to manage their stock and bond investments. This series 62 candidate wanted to strike while the iron was hot and did not want to miss this opportunity to expand his business. This series 62 candidate had never even looked at the material on the series 62 exam and had to start from scratch.

Solution

We set this candidate up with our top series 62 tutor who has a 95% pass rate. The series 62 tutor prepared a 4 week study calendar. We sent him the series 62 textbook for next day delivery and set him up with our series 62 exam prep software. Our series 62 tutor worked closely with him during the first two weeks, speaking on the phone answering questions, reviewing his exam results and emailing back and forth. Our series 62 tutor met with the candidate from 9AM-5PM Thursday and Friday of the third week conducting a comprehensive series 62 exam review. The series 62 tutor made sure that he had mastered the series 62 concepts and was applying the knowledge effectively. A final two hour virtual review session was held Sunday afternoon. The candidate passed the series 62 exam that Monday and his business has expanded significantly.   Series 62 tutoring needs to be a customized training solution based on the needs of the individual candidate to be effective. Each series 62 candidate has their own areas of strength and of weakness. By identifying the weak areas, improving comprehension, and guiding the candidate though the exam process, a series 62 tutor can help ensure that you pass the series 62 exam.