Series 65 Video Course
Unique solutions to taking your Investment Advisor Rep exam
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!
Your Instructor
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
Available in
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after you enroll
Module 2 - Investment Vehicles
Available in
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after you enroll
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StartLesson 1 - Equity Securities (22:18)
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StartLesson 2 - Debt Securities (27:25)
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StartLesson 3 - Analysis of Debt and Equity Securities (10:57)
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StartLesson 4 - Gov't and Municipal Securities (17:04)
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StartLesson 5 - Cash & Cash Equivalent (4:55)
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StartLesson 6 - Investment Co. & REIT's (19:17)
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StartLesson 7 - Options, Futures & Forwards (26:32)
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StartLesson 8 - Alternative Investments (8:32)
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StartLesson 9 - Insurance-Based Products (13:48)
Module 3 - Client Recommendations and Investment Strategies
Available in
days
days
after you enroll
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StartLesson 1 - Types of Clients (Business Entities) (8:02)
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StartLesson 2 - Trust Accts. (11:38)
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StartLesson 3 - Client Objectives and Recommendations (16:18)
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StartLesson 4 - Capital Market Theory (12:50)
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StartLesson 5 - Portfolio Management Styles (20:22)
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StartLesson 6 - Retirement Plans (13:09)
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StartLesson 7 - Taxation and ERISA Guidelines (16:08)
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StartLesson 8 - Special Accounts (15:20)
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StartLesson 9 - Trading (17:04)
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StartPerformance Formulas
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.