About The Series 65

The Series 65 and the Series 26 are the ‘bigger’ exams in the industry. They are step-ups of other exams. The Series 26 is a step-up from the 6, I call it a distant cousin; similar in many ways, but it doesn’t like you and makes fun of you and runs away. The 26 can be hard to catch.

The 65 on the other hand is like the Series 63’s older step brother, with a steroid addiction. The 65 has a bad attitude, a chip on its shoulder and it hates you. Whereas the 26 runs away, the 65 turns and punches.

Be prepared before you tackle the 65. I have been scaring people for years, and keep getting told I shouldn’t scare people about the Series 65. My response has always been the same; No. I will continue to scare people about the Series 65, because if you are studying for the 65, and you aren’t at least a little scared about it, you won’t study hard enough.

For years the 65 was generally considered the second hardest Series exam, second only to the Series 7; a 260 question, 7 hour exam. In October 2018, with the release of the SIE exam, the Series 7 was cut down to a 3 hour, 130 question exam. The Series 7 got ‘easier’, and as such, I believe, the Series 65 is now the hardest Series exam. Be ready, be prepared, or you will be another victim of the Series 65.

Upcoming Series 65 Live Webinar Classes

Please check on the Agenda on the right of every page, or the Calendar page for upcoming courses. If you don’t see any, please reach out to

It has been difficult lately to get the 5 students on a weekend for a live Series 65 course, but I have been having students work with me through my video replay membership and individual 1 on 1 tutoring. Please reach out with any questions.

What you get with Membership

With the Replay Only class you have access to All Video Replays, All Animations, All Posts, and All Additional Videos.

With the Live Webinar Membership you have access to everything in the Replay Only Membership, but with the addition of the links for the live webinars when they occur.

Video Replays

The replays are videos of the live webinar and are watchable by all members. Both the most recent, and all previous live webinars are available for viewing.

In addition, there is an iSpring recorded lecture of the material available for all Course Students. You can see a sample of the Series 65 iSpring Lecture and Series 26 iSpring Lecture.

In addition to the webinars;

Members also have access to a full list of Posts. Some of them are available for sampling at that link. 

In addition, there are Animations, again some are available for sampling at that link.

You get the Guys!

With all of our classes, from the live interactive streaming webinars to our video options, all our members can e-mail, text, or call us (Jeff & Brian) with any questions!

To Register

You have a choice of the full membership including the next live webinar which is $150, or you can purchase just the video replays and membership for $100. If you purchase the $150 package, your membership will be extended to guarantee 1 live webinar.

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