On-Demand Classes
Learn the Series 65 in a whole new language . . . English. And, learn it on your schedule, at your pace. Rather than driving to a live class or signing up for a scheduled online class, purchase and download our on-demand classes. Each session lasts up to 2 hours, providing you with a fun, unique, thorough way of learning the often difficult Series 65 material. With a big focus on step-by-step test-taking methods, we make the material come alive and show you how to apply it to potential exam questions. Ask about volume discounts for small or large group orders.
Each session is $19.
Pass the 65 & 66 On-Demand Class Part 1
Economics, Fundamental & Technical Analysis: macroeconomic concepts including inflation, deflation, GDP, the
business cycle, fiscal & monetary policy, economic indicators, fundamental and technical
analysis
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Pass the 65 & 66 On-Demand Class Part 2
Quantitative Methods to Evaluate Investments, Investment Risks: heavy focus on test-taking strategies in
this session that looks at Beta, Sharpe ratio, expected return, FV and PV, etc., as well as investment risks
including systemmatic, unsytemmatic, credit, interest rate, etc.
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Pass the 65 & 66 On-Demand Class Part 3
Investment Vehicles: details of equity and debt securities (including bond yields/prices), investment company products, options, hedge funds and limited partnerships.
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Pass the 65 & 66 On-Demand Class Part 4
Investor Profiles, Taxation, Retirement & Annuities: overview of client recommendations, plus a detailed look at tax issues for investors including cost basis, short- and long-term capital gains, dividend and interest income, retirement plan considerations, and features of variable and fixed annuities.
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Pass the 65 & 66 On-Demand Class Part 5
Uniform Securities Act - Administrator, Registration of Persons: authority of the state securities Administrator,
enforcement orders, respondent's rights, scope of the Uniform Securities Act, plus registration issues
for RIAs, IARs, broker-dealers, and agents.
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Pass the 65 & 66 On-Demand Class Part 6
Business Practices: detailed look at business practices for broker-dealers and agents, investment advisers and investment adviser representatives.
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