Best Learning Portals for Series 65 and Beyond

🟦 Best Learning Portals for Series 65 and Beyond
Your gateway to licensing, career advancement, and advisory excellence.

Passing the Series 65 exam is a major milestone—but it’s just the beginning if you’re building a career in investment advising, wealth management, or RIA ownership. The right learning portal gives you structured prep, up-to-date content, and resources to grow beyond the exam.

Here are the top-rated online learning portals for Series 65 prep—and your ongoing education after passing:

🎓 1. FINRA Exam Mastery

✅ Best for: Series 65 prep + long-term advisory career growth

• Lifetime access to Series 65 exam prep videos, quizzes, and cheat sheets
• Covers RIA formation, compliance, and real-world application
• Includes prep for other licenses like Series 63, 66, 7, and 24
• Great for professionals who want to build or join fee-based advisory firms

📌 Ideal for learners seeking practical application beyond the test

🎓 2. Kaplan Financial Education

✅ Best for: Structured and nationally recognized licensing prep

• Premium Series 65 program with on-demand videos, QBank, and study calendar
• Offers continuing education (CE) for CFP®, insurance, and securities professionals
• Used by major firms for employee licensing and advancement

🔗 https://www.kaplanfinancial.com

📌 Ideal for test takers who want a classic textbook + quiz approach

🎓 3. Achievable.me

✅ Best for: Adaptive, mobile-first learning

• Smart, data-driven platform adjusts to your strengths/weaknesses
• Excellent for Series 65 and Series 66 prep
• Clean, easy-to-use interface for learners on the go

🔗 https://achievable.me

📌 Best for tech-savvy self-learners who want efficiency + retention

🎓 4. RIA Compliance Consultants Learning Portal

✅ Best for: Post-Series 65 RIA setup & compliance education

• Training for RIA registration, compliance, and documentation
• Learn how to maintain regulatory files, manage ADV filings, and prepare for audits
• Ideal next step after passing Series 65

🔗 https://www.riacomplianceconsultants.com

📌 Perfect for those launching or managing a solo advisory firm

🎓 5. CFP Board Registered Programs

✅ Best for: Earning the CFP® after Series 65

• University-backed programs offering CFP education (e.g., Boston University, Dalton Education)
• Blends investment, tax, estate, retirement, and insurance planning
• Offers live, online, or hybrid options

🔗 https://www.cfp.net/become-a-cfp-professional/education

📌 Ideal for professionals building toward holistic financial planning careers

🧠 Bonus Tip: Stack Credentials Strategically

After the Series 65, many successful advisers add:

• Series 63 or 66 – for multi-state compliance
• CFP® – for comprehensive planning credibility
• Series 24 – to supervise other reps
• RIA launch training – to build an independent firm

🚀 Ready to Start (and Keep Going)?

Begin with a powerful Series 65 prep course at
👉 finra-exam-mastery.com
Then continue your journey with resources for RIA setup, advanced certifications, and lifetime access to updated prep tools.
From licensing to leadership—learn with purpose.