60-Day Study Plan for the Series 65 Exam
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
60-Day Study Plan for the Series 65 Exam
📘 FINRA Exam Mastery – Long-Term Plan, Long-Term Success
🌐 https://finra-exam-mastery.com/
🧠 Why a 60-Day Plan Works for Series 65
The Series 65 exam covers four broad areas:
- Economic factors and business information
- Investment vehicle characteristics
- Client investment recommendations and strategies
- Laws, regulations, and guidelines (including ethics)
You’ll need to master 130 questions, with a passing score of 72% (94 correct), over 180 minutes. A 60-day study plan allows time for depth, retention, and practice — especially if you’re working or studying part-time.
🗓️ Study Plan Overview
- ⏱ Time commitment: 1.5–2 hours/day, 5–6 days/week
- 🧱 Structure: 4 phases → Learn → Reinforce → Apply → Simulate
- 📚 Tools needed: Study manual, flashcards, question bank, cheat sheets, video lessons, calculator
🔹 Phase 1: Learn the Content (Days 1–20)
Goal: Build foundational understanding across all exam domains.
Week 1–3 Breakdown:
| Day Range | Topic Area | Activities |
|---|---|---|
| Days 1–5 | Economic Concepts, Market Indicators | Read + Video lessons + Quiz (20 Qs/day) |
| Days 6–10 | Investment Vehicle Characteristics | Compare ETFs, mutual funds, REITs, etc. |
| Days 11–15 | Portfolio Management & Suitability | Study client profiles, risk, time horizon |
| Days 16–20 | Laws, Regulations & Fiduciary Standards | Focus on the Uniform Securities Act (USA) |
🎯 Use flashcards daily for terms & definitions
🔹 Phase 2: Reinforce & Review (Days 21–35)
Goal: Strengthen weak areas and begin deeper integration of material.
| Focus | Tasks |
|---|---|
| Content review | Re-read summaries and mark high-yield sections |
| Practice | 40–60 questions/day by topic |
| Visuals | Use flowcharts for registration, exemptions, taxation |
| Ethics | Memorize unethical vs. prohibited practices |
✅ Track your scores by topic – aim for 75%+ by end of this phase
🔹 Phase 3: Apply With Practice Exams (Days 36–50)
Goal: Improve timing, test strategy, and endurance.
| Action | Frequency |
|---|---|
| Full-length practice exams | 2 per week |
| Timed quizzes (30-50 Qs) | Every other day |
| Review all mistakes | Daily |
| Update notes & cheat sheet | Weekly |
🔹 Phase 4: Final Review & Confidence (Days 51–60)
Goal: Close gaps and sharpen test-day readiness.
| Day | Task |
|---|---|
| Days 51–53 | Focus on most-missed topics |
| Day 54 | Full-length mock exam + review |
| Days 55–57 | Light review – ethics, definitions, formulas |
| Day 58 | Practice exam (untimed for confidence) |
| Day 59 | Mindset prep: sleep, relaxation, flashcard refresh |
| Day 60 | TEST DAY – arrive early, breathe, believe |
📘 Want Done-for-You Tools?
At FINRA Exam Mastery, we provide:
- A printable 60-day calendar
- Video crash courses for all domains
- Spaced-repetition flashcards
- Full-length timed exams with instant diagnostics
🎯 Study with structure. Pass with purpose. Start today.