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Series 63 Tutoring

A private tutor may be exactly what you need to help you pass the Series 63 exam. A skilled Series 63 tutor can make a large impact on your mastery of the Series 63 material in a relatively short period of time. Private tutoring is most effective when preparing for the Series 63 exam under the following scenarios:

  1. You have prepared for the Series 63 exam by reading the textbook fully, taken a large number of Series 63 practice exams and are having trouble mastering the information, or are facing challenges applying the knowledge required by the Series 63 exam, or,
  2. In addition to the Series 63 exam preparation detailed above you have taken the Series 63 exam and did not pass the test and you are scheduled to retake the Series 63 exam in the next few weeks, or,
  3. You’re an industry veteran who is now being required to become registered and have a very limited amount of time to prepare for the Series 63 exam.

It Makes a Difference

Working one on one with a Series 63 tutor just prior to taking your Series 63 exam can make all the difference in the world. A Series 63 tutor will make sure you are focused, have mastered the Series 63 material, and are confident in the application of the knowledge during your Series 63 exam. For Series 63 candidates who are getting ready to take the Series 63 exam for the first time or who have taken the Series 63 exam and missed passing the exam by 1 – 12 points, 4 – 8 hours of tutoring are usually enough to ensure you pass the Series 63 exam.  

Series 63 Tutoring Case Study Number 1

Our first Series 63 candidate studied for approximately 40 hours reading the Series 63 textbook from another publisher and taking practice exams offered from several publishers.This candidate simply could not keep all of the rules and regulations pertaining to the administration of the Uniform Securities Act straight. This Series 63 candidate was showing a good understanding of the basic concepts but could not apply the rules of the Uniform Securities Act effectively She was scheduled to take the Series 63 exam at the end of the following week and needed some assistance to ensure she passed.

Solution

One of our Series 63 tutors administered two evaluation exams and determined that she was missing the same types of questions relating to the powers of the state administrator and the Uniform Securities Act. Our Series 63 tutor scheduled three one hour virtual tutoring sessions. The tutor explained in detail the various concepts relating to the duties and powers of the state securities administrator and the framework and application of the Uniform Securities Act. The tutor made understanding this concepts much clearer for this Series 63 candidate On her next set of simulated Series 63 exams her score had increased significantly and she passed her Series 63 exam with a score in the mid 80s..  

Series 65 Tutoring Case Study Number 2

This Series 63 candidate was just starting his career in financial services at large national firm. Having done well on the series 7 exam,he as so many often do, took the Series 63 a little too lightly. The Series 63 even though it is a smaller exam can be quite challenging for many people. The North American Securities Administrators Association who writes the exam questions likes to write very long and complex questions. The Series 63 exam proved to be more challenging for this new registered rep . He scored in the high 60s on his first attempt and he needed to retest as soon as possible. This fact is clear when reviewing the candidate’s test score on his first attempt at the Series 65 exam.

Solution

Once again we administered a diagnostic final exam and our Series 63 tutor spoke with him on the phone and evaluated his exam results. This Series 63 candidate had several issues with registration requirements for securities, agents and firms as is so often the case with NASAA exams .Anxious to retestour Series 63 tutor put together a comprehensive study plan designed to ensure that he passed his Series 63 exam. Meeting with the Series 63 candidate Monday and Tuesdayfor a total of four hours proved to be enough. The candidate passed exam that Friday increasing his score by 14 points. .  

Series 63 Tutoring Case Study Number 3

This Series 63 candidate was one that was a first even for us. As a resident of Florida and the owner of his own agency for over 40 years he had not be required to take the Series 63 because he did not conduct business outside of the state of Florida. Now in his early 80s he and his son wanted to acquire an office in Georgia which does require the Series 63. Having come to terms with the fact that there was no way around taking the Series 63 if he wanted to earn commissions on the book of business in Georgia, he was ready to get started.

Solution

e sent him the hard copy of our textbook and put the plan in place to walk him through everything he needed to know to pass the Series 63. Our Series 63 tutor met with him three days a week from 10AM – 12PM for two weeks and covered all the material in a complete Series 63 review course. The Series 63 tutor then began having him take practice tests and reviewed the results, explaining the rules and regulations as they are tested by NASAA. We walked him through the material from start to finish and he was successful in passing the exam. Being older he was able to request and receive additional time to take the exam. We wish him another 20 years in the business!   Series 63 tutoring needs to be a customized training solution based on the needs of the individual candidate to be effective. Each Series 63 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 63 tutor can help ensure that you pass the Series 63 exam.