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Series 65 Video Course by Brian Lee
Series 65 Video Course by Brian Lee

Series 65 Video Course by Brian Lee

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Series 65 Video Course by Brian Lee

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Description

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

Brian Lee

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
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    Start

    Series 65 Introduction (24:30)

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    Start

    Downloadable Class Notes

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    Start

    Lesson 1 – Economics and Business Information (27:46)

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    Start

    Lesson 2 – Quantitative Analysis (14:07)

Module 2 – Investment Vehiles
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    Start

    Lesson 1 – Equity Securities (22:18)

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    Start

    Lesson 2 – Debt Securities (27:24)

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    Start

    Lesson 3 – Analysis of Debt and Equity Securities (10:57)

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    Start

    Lesson 4 – Gov’t and Municipal Securities (17:04)

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    Start

    Lesson 5 – Cash & Cash Equivalent (4:55)

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    Start

    Lesson 6 – Investment Co. & REIT’s (19:17)

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    Start

    Lesson 7 – Options, Futures & Forwards (26:32)

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    Start

    Lesson 8 – Alternative Investments (8:32)

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    Start

    Lesson 9 – Insurance-Based Products (13:48)

Module 3 – Client Recommendations and Investment Strategies
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    Start

    Lesson 1 – Types of Clients (Business Entities) (8:02)

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    Start

    Lesson 2 – Trust Accts. (11:38)

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    Start

    Lesson 3 – Client Objectives and Recommendations (16:18)

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    Start

    Lesson 4 – Capital Market Theory (12:50)

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    Start

    Lesson 5 – Portfolio Management Styles (20:22)

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    Start

    Lesson 6 – Retirement Plans (13:09)

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    Start

    Lesson 7 – Taxation and ERISA Guidelines (16:08)

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    Start

    Lesson 8 – Special Accounts (15:20)

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    Start

    Lesson 9 – Trading (17:04)

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    Start

    Performance Formulas

Module 4 – Laws, Regulations and Ethical Practices
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    Start

    Lesson 1 – Federal Laws (26:55)

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    Start

    Lesson 1.1 – Definitions (B/D’s & Agents) (18:39)

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    Start

    Lesson 2 – Definitions (Investment Advisers) (12:05)

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    Start

    Lesson 3 Registration of Advisers and Reps (16:59)

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    Start

    Lesson 3 -Investment Advisor Definition (24:06)

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    Start

    Lesson 4 – Registration Procedures (U.S.A.) (14:42)

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    Start

    Lesson 5 – Securities Registration & Exemptions (21:46)

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    Start

    Lesson 6 – Powers of the Administrator (11:07)

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    Start

    Lesson 7 – Investment Advisers Act 1940 and Ethics (19:57)

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    Start

    Lesson 8 (6:09)

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    Start

    Closing Remarks (2:08)

Practice Exams
  •  
    Start

    Additional Practice Questions

  •  
    Start

    Practice Final

 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.