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The Series 65 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualifies candidates for state registration as investment advisor representatives.
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Can I just take the Series 65 class even though I am not sponsored?
You are not required to have a sponsor to take the Series 65 Exam.
How soon after the Series 65 class should I take my exam?
If you come to class having read the material you should give yourself about one week to complete practice exams after the conclusion of the program before taking the examination. If you have not read the material before coming to class you will need more time after class ends.
Should I read the Series 65 book before class?
Though it is not mandatory to read the material before coming to class, doing so will enable you to reinforce the concepts discussed in the book. If you have not read the material prior to class you will need more time after class to prepare before you take the examination.
What is the usual study time for the Series 65 Exam?
Assuming you are working full time while preparing for the examination, you should allow yourself two to three weeks to read through the material and another two to three weeks to complete practice exams. You should attend the live class, watch the online KIT or receive private instruction one to two weeks prior to the examination. The total study time is typically four to six weeks.
Should I expect to use the full time allotted on the Series 65 Exam?
Most students are able to finish the exam within the alloted time, without being rushed.
* All In-person classes are located in New York City. Remote classes are
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