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Series 65 Tutoring

A private tutor may be exactly what you need to help you pass the Series 65 exam. A skilled Series 65 tutor can make a large impact on your mastery of the series 65 material in a relatively short period of time. Private tutoring is most effective when preparing for the Series 65 exam under the following scenarios:

  1. You have prepared for the Series 65 exam by reading the textbook fully, taken a large number of Series 65 practice exams and are having trouble mastering the information, or are facing challenges applying the knowledge required by the Series 65 exam, or,
  2. In addition to the Series 65 exam preparation detailed above you have taken the Series 65 exam and did not pass the test and you are scheduled to retake the Series 65 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 exam.

It Makes a Difference

Working one on one with a Series 65 tutor just prior to taking your Series 65 exam can make all the difference in the world. A Series 65 tutor will make sure you are focused, have mastered the Series 65 material, and are confident in the application of the knowledge during your Series 65 exam. For Series 65 candidates who are getting ready to take the Series 65 exam for the first time or who have taken the Series 65 exam and missed passing the exam by 1 – 12 points, 4 – 8 hours of tutoring are usually enough to ensure you pass the Series 65 exam.

Series 65 Tutoring Case Study Number 1

A recent Series 65 candidate who had invested a large amount of time preparing for her Series 65 exam was not scoring well enough on her practice exams to be ready to pass the actual Series 65 exam. She was scoring well on most of the sections, but was having trouble with the portfolio management concepts and distinguishing the subtle differences in terms like convexity and duration. Her most recent scores on her Series 65 practice tests were all under 70% and not high enough for her to take the actual Series 65 exam.


One of our Series 65 instructors reviewed her exam results and noticed she was missing similar types of questions on her practice exams. Her issues with the questions were with the concepts relating to factors that impact a portfolio’s performance and with investment strategies. Our Series 65 instructor spent a total of four hours virtually tutoring this Series 65 candidate, focusing on the concepts of duration, convexity portfolio performance, Alpha and other investment strategies and concepts. She was also given a significant amount of guidance for her test taking strategies. On her next simulated Series 65 exam her score had increased significantly. The next week she passed her Series 65 exam with a score of 83%.  

Series 65 Tutoring Case Study Number 2

A Series 65 candidate who was mutual fund and insurance agent was now seeking to become licensed to offer the new managed account product his firm was now promoting to its clients. This Series 65 candidate knew a great deal about mutual funds and insurance, having practiced in that area for over 15 years. However, he had little understanding of portfolio management and the roles of the investment adviser, the investment adviser rep, and how the state administrator and SEC regulated advisers and reps. This Series 65 candidate had taken a large number of practice questions but had not cracked the book. It is extremely unlikely that someone will pass the Series 65 exam by simply taking practice questions. This fact is clear when reviewing the candidate’s test score on his first attempt at the Series 65 exam.


One of our Series 65 tutors spoke with him on the phone and evaluated his exam results. This Series 65 candidate was advised that he must read a book in order to ensure that he passed the exam and that the tutor’s role was to assist the candidate in the areas of comprehension and application of the knowledge. We sent this candidate our Series 65 textbook and assigned him chapter readings on a set schedule in line with his date to retest. The Series 65 tutor assigned 4 chapters per week and met with the candidate at their office on Friday of each week from 4 PM – 8PM to review the material that was read during the week. The Series 65 tutor helped the candidate build their knowledge chapter by chapter. The candidate completed the book and met with the Series 65 tutor one last time. On Tuesday of the following week the candidate took the Series 65 exam, his score increased by 20 points and he easily passed the Series 65 exam.  

Series 65 Tutoring Case Study Number 3

A large producer who had been receiving transaction based compensation wanted to transition his business to fee based managed accounts and needed to pass the Series 65 exam. This candidate had not even started to prepare for the Series 65 exam wanted to be walked though the entire Series 65 exam prep process. The candidate’s assistant made all the arrangements and assured us that she would make sure that he stayed focused when meeting with the Series 65 tutor. Very often an established candidate’s biggest challenge is focusing on the goal of passing the Series 65 exam.


We sent the candidate our Series 65 textbook and set him up with our Series 65 video and online exam prep software. The candidate’s assistant said she would make sure that he did as much self study as he could. The only time he could meet was Wednesdays from 6 PM – 9PM and Saturdays from 9AM – 12PM. Our Series 65 tutor met with him for five weeks and conducted a full Series 65 review course. The Series 65 tutor assigned Series 65 practice tests and reviewed the results with the Series 65 candidate over the phone, and via countless emails. The Series 65 tutor guided him through the entire Series 65 exam prep process. The candidate took the Series 65 exam at the end of the five weeks and passed his Series 65 exam.   Series 65 tutoring needs to be a customized training solution based on the needs of the individual candidate to be effective. Each Series 65 candidate has his or her own areas of strength and weakness. By identifying the weak areas, improving comprehension, and guiding the candidate though the exam prep process, a Series 65 tutor can help ensure that you pass the Series 65 exam.

Series 65 Exam Textbook

Paperback 516 pages 201 test questions Published January 2019

The go to guide to acing the Series 65 exam - Our Series 65 textbook provides you with the knowledge you need and is designed to get you ready to pass the Series 65 exam. The Wiley Series 65 textbook is packed with test tips, Series 65 sample questions and all the must know information you need to pass your exam. Our Series 65 textbook has been developed in partnership with John Wiley & Sons to ensure you have the absolute best Series 65 material.

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Series 65 Exam Prep Software

Over 1600 questions Works with all major browsers and mobile devices

Get unlimited access to our exam prep software 24 X 7 for 6 months. Take practice tests anytime, anywhere using any PC, Mac, Phone or Tablet. Create your own randomized quizzes - YOU select the topics, number of questions, how and when answers are revealed to you. Randomized finals let you know when you are ready to take the test. The Series 65 exam prep software is a must have product to ensure you have mastered the knowledge and are ready to pass your Series 65 exam.

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Series 65 Online Video Class

24 x 7 access for 6 months Fully interactive

Our all new series 65 video class is hands down the best series 65 online class in the market today. Shot in state of the art high definition with key concepts, tables and formulas displayed to highlight test points for easy note taking. This video class walks you through all of the topics you need to know to pass your exam. Our videos follow our books chapter by chapter and topic by topic. This video class details all the concepts being tested and will let you know exactly how they are being tested on the exam. Our series 65 video brings all of the material to life and explains the concepts using real world examples that students can easily understand. Our series 65 video class is the perfect companion to our textbooks and a great supplement to any study program to help you master the material for your exam. Our series 65 video features include: 1) 13 hours of HD video broken into 15 sections 2) Over 2 hours detailing recommendations and portfolio analysis. over 2 hours detailing The Uniform Securities Act 3) Our videos are accessible on all devices ( all computers, phones and tablets) 4) Our series 65 video class contains new test tips and details exactly what topics are being tested and how they are being tested 5) Our series 65 video course follows our books chapter by chapter and topic by topic 6) 15 Chapter Tests 7) Instant unlimited access 24X7 for 6 months

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Series 65 Mobile Ebook

IOS Android Kindle FIRE HD Kindle FIRE HDX Nook HD Nook HD +

If you want to access your material on the go, this is the study solution you have been waiting for. Our Wiley Series 65 Mobile Review is much more than simply an Ebook and far more accessible than a PDF. For the first time students, may study anytime, anywhere. Our Mobile Learning Library lets students interact with the content in a high quality and dynamic environment. Students preparing for the Series 65 exam may study online or via a downloadable app for your smartphone or tablet. Now you can take your textbook anywhere you can take your phone or tablet - on a plane, train or beach. If you want to make notes in the mobile version - no problem - you may create highlights, take notes, write down questions, and reminders. Want to see what other students are doing? Then join a study group and share highlights, notes, questions, test tips and ideas with each other.

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Purchase both the Textbook and Exam Prep software - all in one package. This is one of our more popular deals and includes:

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The whole shebang! Purchase all the Series 65 products in one package and save big. If you are serious about passing the Series 65 exam, then this package is for you. It includes ALL of the following exam preparation products:

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