Series 65 Exam Secrets Study Guide

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How to Pass the Uniform Investment Adviser Law Examination, using our easy step-by-step Series 65 Test study guide, without weeks and months of endless studying...

If you are interested in a different Series test, we've developed study guides for most of the FINRA Exam series.

Dear Friend,

On a beautiful late spring afternoon, this past year, a young man received the devastating news. He had just gotten back his result on the Series 65 Test. It was not what he had hoped for. In fact, it was not even close to the expectations he had considering his past experience and educational background.

He had failed.

Then he remembered his friends and felt even worse. He did not look forward to having to tell them the embarrassing news, especially after he had boasted that it was no big deal. He had been procrastinating about taking the exam because he hated standardized tests, and this only confirmed his hatred.

"What will I do now?" he thought with dismay, slowly realizing the harsh reality of his predicament and its upsetting implications on his future.

How to Solve the Problem

Unfortunately, this hypothetical situation occurs all the time. Someone thought they were going to breeze through the examination, told all their friends, made plans for their future, and then got an embarrassing reality check from the Series 65 Test.

The Uniform Investment Adviser Law Examination is quite simply an objective assessment of a test taker's requisite foundation of knowledge and skills.

Series 65 Test scores are used by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA) as a uniform standard of qualification. While it may not be fair, all of a person's plans for the future may be dependent upon needing a certain Series 65 Test score.

That is the whole purpose of the Series 65 Exam Secrets study guide: to give test takers the keys to understand how to succeed on the Series 65 Test.

Our Series 65 Test Study Guide Is Unlike Any Other

If you'd like to get the Series 65 Test score you deserve, to quit worrying about whether your score on the Series 65 Test is good enough, and to beat the test taking game so you can become an investor adviser representative, then this might be the most important message you read this year.

Our comprehensive study guide for the Series 65 Examination is written by our test experts, who painstakingly researched the topics and the concepts that you need to know to do your best on the Series 65 Test. Our original research into the Uniform Investment Adviser Law Examination, offered by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), reveals the specific content areas and the essential skills that are critical for you to know on the Series 65 Test. We've taken the information and developed a study guide that is guaranteed to help you be successful on the Series 65 Test.

The Exclusive Test Taking Techniques

• Learn why, when, and how to guess to your advantage. Many test takers use exactly the wrong strategy, but you can avoid the pitfalls with the help of our standardized test experts.
• Why answers that sound correct are often the very ones that are wrong and how to tell the difference between the right answer and the many clever-sounding traps set for you by the test writers.
• Our benchmark method for deciding which of the answer choices you should pick.
• What to do about the tough questions that you have no clue how to answer. Don't just give up, use the advice we offer to make sure you give yourself the best chance of getting the right answer.
• Learn how to group your answer choices into families that often narrows down the pool of correct answers. This is a quick way to immediately eliminate one or two of the answer choices and increase your odds of getting the question right.

Before we go any further, let us clarify what Series 65 Exam Secrets is not. It is not a stale rehash of all of the things you have already learned in the past.

Series 65 Exam Secrets is our exclusive collection of the tips and the information that we have specially selected to give you the best results on the Series 65 Test for the least time spent studying. It's written in everyday language and is easy to use.

We cover the essential skills necessary to do well on the Series 65 Test, plus a comprehensive review covering your Series 65 Test.

Don't take our word for it.
Listen to what our customers say about other Mometrix test preparation products.

"I purchased the study guide, and I just wanted to let you know that I passed my test. I just want to thank you again, and hope you have continued success in your ventures."

Paul L.

"My name is Chris. I used the study guide for five days. The study guide made the test so easy to understand. Like you said this program is worth 100's of dollars. To me 1,000's!! THANKS!"

Chris G.

"I just had to thank you guys for the test prep! I bought the guide as a last minute prep, I mean maybe 5 hours before the test. Like I said, I had ZERO preparation! I was nervous about the test let alone receiving the score I needed. I read the guide through only once before test time and needless to say, the only way I passed was thanks to your refresher!!"

Brian

"Just dropping you a note to let you know that I am completely satisfied with the product. I had already taken the test once and landed in the 75 percentile of those taking it with me. I took the test a second time and used some of your tips and raised my score to the 97 percentile. Thanks for my much improved score."

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"I heard about your website from a friend. I am enrolled in a review course, and in hindsight, I wish I wouldn't have taken my review course and instead spent a fraction of the money on your program. Thank you!"

Zac L.

You get at least 10 times your money's worth!

When you consider what's at stake with the exam, we believe the value of our study guide gives you at least ten times your money's worth.

In summary, here's what you get:

When you buy Series 65 Exam Secrets, it includes:

The 5 Secret Keys to Series 65 Test Success

• Plan Big, Study Small
• Make Your Studying Count
• Practice the Right Way
• Pace Yourself
• Have a Plan for Guessing

The Comprehensive Economic Factors and Business Information Review

• Basic Economic Concepts
• Financial Reporting
• Analytical Methods
• Types of Risk

The Comprehensive Investment Vehicle Characteristics Review

• Types and Characteristics of Cash & Cash Equivalents
• Types of Fixed Income Securities
• Characteristics and Valuation Factors of Fixed Income Securities
• Characteristics of Equity Securities
• Methods used to Determine the Value of Equity Securities
• Types of Pooled Investments
• Characteristics of Pooled Investments
• Types of Derivative Securities
• Alternative Investments
• Insurance Based Products
• Other Assets

The Comprehensive Client Investment Recommendations and Strategies Review

• Type of Client
• Client Profile
• Capital Market Theory
• Portfolio Management Strategies, Styles and Techniques
• Tax Considerations
• Retirement Plans
• ERISA Issues
• Special Types of Accounts
• Ownership and Estate Planning Techniques
• Trading Securities
• Portfolio Performance Measures

The Comprehensive Laws, Regulations, and Guidelines, including Prohibition on Unethical Business Practices Review

• Regulation of Investment Advisers, Including State-Registered and Federal Covered Advisers
• Regulation of Investment Adviser Representatives
• Regulation of Broker-Dealers
• Regulation of Agents of Broker-Dealers
• Regulation of Securities and Issuers
• Remedies and Administrative Provisions
• Communication with Clients and Prospects
• Ethical Practices and Fiduciary Obligations

plus all of the other special tips and secrets we have included to help you prepare for the exam.

Receive the Following Bonuses

Since we know it's 100% to your benefit to use our study guide, we want to further encourage you by also including the following with your order:

• Bonus One: Series 65 Exam Practice Test Questions

  Think you're ready for the Series 65 test? Test yourself using our practice test questions. Find out if you're prepared or if you need to head back to the study guide for another review. Use our practice test questions to make sure that you're not caught off guard on the day of the test!

  Detailed answer explanations are included for the questions. It may sound obvious, but you have to know which questions you missed (and more importantly why you missed the question) to be able to avoid making the same mistakes again when you take the real test. That's why the practice test questions we include for the Series 65 test include answer keys with detailed answer explanations to each question. The in-depth answer explanations will allow you to better understand the questions that were difficult for you or that you needed more help to understand.

• Bonus Two: Study Skills

  The way to get the test score that you deserve is by proper preparation. The best preparation includes both knowing what to study and how to study. Our Series 65 Exam Secrets study guide will teach you what you need to know, but our Study Skills bonus will show you HOW to use the information to be successful on the Series 65 Test. The ability to learn faster will accelerate the progress you make as you study for the test.

• Bonus Three: How to Overcome Test Anxiety

  Do you get really nervous the day before important tests? If so, you could be suffering from a mild form of what's known as test anxiety. The report we include gives you some of the latest important research into test anxiety, including our exclusive tips on how to make the test-taking experience as stress-free as possible while maximizing the score potential you have.

By the way, the bonuses are yours to keep even in the unlikely event you decide to take advantage of our ironclad money-back guarantee:

Get the Series 65 Exam Secrets Study Guide
Here's how to order right now!

A printed copy will typically ship within one business day from our shipping facility. Or, if you prefer, you can order the study guide as an online ebook. It doesn't require any special software. If you can read this web page, you have all you need to start using and applying Series 65 Exam Secrets in just five minutes. You don't have to wait for anything to come in the mail. Get Series 65 Exam Secrets immediately!

Both versions contain the same information. If you need instant access and can view the book online, order the ebook. If you would prefer the physical book and can wait for the product to arrive in the mail, order the printed book.

It's easy to order your copy of Series 65 Exam Secrets. The entire comprehensive package retails for $105.99, but is available to you today at the incredibly low price of $59.99 for our instant access ebook or $64.99 for our printed book. Just click one of the links below.

By Jay Willis
This Page Last Updated: 11/13/2024