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Join Brian Lee for everything you need to know to pass your Series 65 exam. Brian is one of the most dynamic instructors in the country and has helped students pass their FINRA/NASAA exams for over 20 years! The closest thing to a live class!
Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.
Course Curriculum
Module 1
StartSeries 65 Introduction (24:30)
StartDownloadable Class Notes
StartLesson 1 – Economics and Business Information (27:46)
StartLesson 2 – Quantitative Analysis (14:07)
Module 2 – Investment Vehicles
StartLesson 1 – Equity Securities (22:18)
StartLesson 2 – Debt Securities (27:24)
StartLesson 3 – Analysis of Debt and Equity Securities (10:57)
StartLesson 4 – Gov’t and Municipal Securities (17:04)
StartLesson 5 – Cash & Cash Equivalent (4:55)
StartLesson 6 – Investment Co. & REIT’s (19:17)
StartLesson 7 – Options, Futures & Forwards (26:32)
StartLesson 8 – Alternative Investments (8:32)
StartLesson 9 – Insurance-Based Products (13:48)
Module 3 – Client Recommendations and Investment Strategies
StartLesson 1 – Types of Clients (Business Entities) (8:02)
StartLesson 2 – Trust Accts. (11:38)
StartLesson 3 – Client Objectives and Recommendations (16:18)
StartLesson 4 – Capital Market Theory (12:50)
StartLesson 5 – Portfolio Management Styles (20:22)
StartLesson 6 – Retirement Plans (13:09)
StartLesson 7 – Taxation and ERISA Guidelines (16:08)
StartLesson 8 – Special Accounts (15:20)
StartLesson 9 – Trading (17:04)
StartPerformance Formulas
Module 4 – Laws, Regulations and Ethical Practices
StartLesson 1 – Federal Laws (26:55)
StartLesson 1.1 – Definitions (B/D’s & Agents) (18:39)
StartLesson 2 – Definitions (Investment Advisers) (12:05)
StartLesson 3 Registration of Advisers and Reps (16:59)
StartLesson 3 -Investment Advisor Definition (24:06)
StartLesson 4 – Registration Procedures (U.S.A.) (14:42)
StartLesson 5 – Securities Registration & Exemptions (21:46)
StartLesson 6 – Powers of the Administrator (11:07)
StartLesson 7 – Investment Advisers Act 1940 and Ethics (19:57)
StartLesson 8 – Conflicts (6:09)
StartClosing Remarks (2:08)
Practice Exams
StartPractice Final
StartAdditional Practice Questions
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Thank you!! | Brian Lee – Series 65 Video Course