Update 3/19/20: Due to FINRA ending testing for containment purposes, all memberships are twice as long, and even then, while this World Wide Event is happening, all memberships will be freely extended. To extend you will simply have to e-mail me, but no questions will be asked during this outbreak. We must all work together, but now is a GREAT time to study!!
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 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.
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.
The only difference between the video only membership and the live membership is the live webinar links. Everything else is the same.
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!
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.