🔍 Series 65 vs Series 66: What’s the Difference? If you’re pursuing a career in financial advising or wealth management, understanding the difference between the Series 65 and Series 66 licenses is critical. While both exams are created by NASAA (North American Securities Administrators Association) and qualify individuals to provide investment advice, each one serves […]

🧾 Series 65 vs. CFP – Which Is Better for Advisors?📘 Choosing the Right Credential for Your Financial Advisory Career If you’re pursuing a career as a financial advisor, you’ve likely considered the Series 65 and the Certified Financial Planner (CFP) designation. Both allow you to provide investment advice, but they serve different purposes, require […]

🧾 Series 65 vs CFP: Which Is Better for Financial Planners?📘 Choosing the Right Credential for Your Advisory Career If you’re planning to offer financial planning or investment advice, you’ve likely considered the Series 65 license and the Certified Financial Planner (CFP) certification. While both allow you to work with clients in the financial advisory […]

🧾 Series 65 vs CFA: Which One Is Better for Investment Advisors?📘 Comparing Two Prestigious Paths for Financial Professionals If you’re pursuing a career as an investment advisor, both the Series 65 license and the CFA (Chartered Financial Analyst) designation are powerful credentials—but they serve very different purposes. Here’s a detailed comparison to help you […]

🧾 Series 65 Topic Exam – Economic Concepts📘 Sharpen Your Knowledge on Macroeconomics, Interest Rates, and Market Indicators This Series 65 topic quiz focuses on economic concepts, including supply & demand, monetary and fiscal policy, economic indicators, interest rate movements, and business cycles. These topics are highly testable on the Series 65 and form the […]

🧾 Series 65 Tips from Someone Who Failed Then Passed📘 Real Advice to Help You Succeed the Second Time Around Failing the Series 65 exam can feel discouraging—but it’s not the end. In fact, for many (myself included), the first attempt is a wake-up call, and the second one is where everything clicks. If you’ve […]

🧾 Series 65 Testing Environment Overview📘 What to Expect on Exam Day and How to Prepare Mentally and Physically The Series 65 exam (Uniform Investment Adviser Law Exam) is a significant step toward becoming a Registered Investment Adviser (RIA). To succeed, you need not only solid content mastery but also comfort with the testing environment […]

Series 65 Tax Considerations – Quick Reference Guide Tax knowledge is essential for success on the Series 65 exam. Many questions involve understanding how different investment products are taxed, how various account types affect tax treatment, and what tax strategies are appropriate for different client profiles. This quick reference guide summarizes the key tax topics […]

🧾 Series 65 Study Plan: Weekly Breakdown (4-Week Prep Guide)📘 A Structured Study Timeline to Pass the Series 65 on Your First or Next Try The Series 65 exam is 130 questions, testing your knowledge of investment strategies, laws, ethics, and portfolio theory. To pass, you’ll need a solid grasp of both conceptual material and […]

🎒 Series 65 Study Kits You Should Try Preparing for the Series 65 exam requires more than just casual reading. With 130 questions covering laws, ethics, portfolio management, and economic concepts, you need focused, high-quality resources. The right study kit can make the difference between passing on the first attempt—or starting over. Below are some […]