Series 65 help
Help! Failed the 65 once with Training Consultants. Has anyone had success taking this darn exam???
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Passed easily w/ Pass Perfect. Expensive but they cover all you need to know.
How long ago did you take it?
2012
Had Kaplan booked, passed with minimal studying
When did you take it?
Oct 2013. I think i had the most difficulty with insurance regulations since i have never been in the insurance industry.
Hi. I passed an exam in June, 2015. Not quite easy, but much better than CFA Level I. I bought Kaplan materials and got through their Qbank twice. As I found it was enough to pass. Just drill a little more, and you'll succeed.
I used Kaplan, read through the material one time and then focused heavily on the online question bank - about 2 weeks of studying overall. In my opinion, the 65 is all about repetition. Its not an overly difficult test and the material is not overwhelmingly broad (compared to 7, CFA, etc) but some of the regulation/law stuff can be tough to memorize. Doing questions over and over again will help drill it into your head and I found many of the questions were nearly identical to those I had practiced
Ok,
Thanks guy I'll be scheduling round 3 shortly.
Anyone use STC - what did you think?
I used STC for the 7 and 66 in 2013. My broker paid for it so I got the book and online access. I primarily used the book, but did take a few online tests/quizzes.
I really liked the books. They came with a good set of study schedules depending on how much time(weeks) you wanted to put in. Didn't use the online access as much but from what I remember the quizzes and tests were pretty good. If anything they might be harder than the real tests. I believe they also had a good glossary that came with online access.
For the 7 and 66(65+63) I found it was most effective to study hard core for the 2-3 weeks leading up to the exam. I took my time studying on my own for about 3-4 months on the 7, and failed the first attempt.
Series 65 Study (Originally Posted: 02/21/2013)
I'm taking the Series 65 next Saturday. So far I've just been doing questions on the Investopedia test bank. If I'm banging out mock exams at 90%+ there should I be good to go for the real exam?
Did you read a study guide. But if you can get 90% on those practice exams you should be fine. I was not doing nearly that well on the practice tests and still got an 80% on it, it really is an easy exam, just make sure to know the regulation side.
No study guide. But I have been reading the Investopedia materials when it comes to all the legal stuff. Any material that caught you off guard? How specific are the legal/regulatory questions?
Did you pass? I'm looking at the Investopedia guide and although it's a couple years out of date I'll be damned if I'm going to shell out $200 on study materials when most of this stuff I already know since I've been trading for 10 years as an unlicensed investment adviser. (You don't have to be licensed in my state with under 5 clients.)
I dont remember if anything really caught me off guard, but the regulation questions can get specific, but as long as you read the material you should be fine. Remember you only need like a 72% to pass.
Investopedia has a lot of very good information but I would not suggest relying on them for licensing exams. Some of the information may not be current.
Check out Knopman Marks (Kaplan affiliate) or PassPerfect as far as the private test prep firms. Good luck.
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