What’s the Best Way to Prepare for the Series 65?
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
🎯 What’s the Best Way to Prepare for the Series 65?
The Series 65 exam isn’t just a test—it’s the gateway to becoming a licensed Investment Adviser Representative (IAR). With 130 questions across four key topics and a 72% passing score, you need a smart, structured approach to succeed.
📘 Step 1: Understand the Exam Format
- 📝 130 multiple-choice questions
- ⏱️ 180 minutes to complete
- ✅ Passing score: 72% (94 correct answers)
- 📚 Main topics:
- Economic Factors and Business Information
- Investment Vehicle Characteristics
- Client Investment Recommendations and Strategies
- Laws, Regulations, and Guidelines
🧠 Step 2: Choose a High-Quality Study Program
Pick a provider that includes:
- 📺 Video lectures
- 📚 Textbooks and study guides
- 🧪 Practice questions and simulated exams
- 🧭 Progress tracking and diagnostics
Top options: STC, ExamFX, Kaplan, Pass Perfect, Securities Institute of America
📅 Step 3: Build a 60-Day Study Plan
Weeks 1–2: Read through study materials and take notes
Weeks 3–4: Revisit complex topics and begin quizzes
Weeks 5–6: Full-length practice exams and review missed questions
✅ Use the final week for light review and simulated exam conditions
📊 Step 4: Practice Like It’s the Real Exam
- ⏱️ Take timed full-length practice tests
- 📉 Focus on weak areas based on analytics
- 🔄 Repeat exams until you consistently score 80%+
🧩 Step 5: Focus on Key Topics
💼 Suitability and Fiduciary Duty
📜 State and Federal Laws
📈 Portfolio Strategies
🏦 Investment Products (REITs, mutual funds, bonds, etc.)
🧘 Bonus Tips
- 🧠 Study in short, focused blocks (25–45 minutes)
- ✍️ Use flashcards to master definitions and regulations
- 🎧 Listen to audio lessons during commutes
- 💤 Get enough sleep before exam day—don’t cram!
🚀 Ready to Pass the Series 65?
Master every topic with expert-guided lessons, realistic exam simulations, and lifetime access—all in one platform.
👉 Start today at https://finra-exam-mastery.com/ and become a licensed investment adviser with confidence.