Jeff Tharp and Brian Kolins
The Series 65 exam also known as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and other topics like retirement planning and the fiduciary duty. It is required to be an Investment Adviser or Investment Adviser Representative. It allows charging fees for managing money and is needed to sell most Managed Accounts.
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.
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.
There are also numerous pictures explaining concepts, and a few additional videos. There is also a notebook following the presentation, with a short dictionary, list of useful acronyms, and useful math equations.
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!
You have a choice of the full membership including the next live webinar which is currently $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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