If you reached this page as part of an ongoing search for expert Series 65 test prep, Varsity Tutors can set you up with private Series 65 courses to help you build self-confidence heading into the exam. Series 65 (or Uniform Investment Adviser Law Examination) is a standardized test administered by FINRA (Financial Industry Regulatory Authority) to ensure that licensed Investment Adviser Representatives have the skills needed to carry out their professional duties. If you feel as though your Series 65 prep needs an edge, let us refer you to private Series 65 tutoring services today!
Series 65 test prep typically begins by reviewing the formatting and structure that test-takers can expect on exam day. For example, Series 65 is a computer-based exam that utilizes a multiple-choice format. You have a total of three hours to answer 130 questions. If you don't have much experience with digital exams or worry that you'll run out of time on test day, taking practice exams during your Series 65 preparation may help you determine anything you need to change before it counts.
The table below breaks down the topics covered on the Series 65 exam, as well as how heavily each is weighted:
Series 65 Exam Breakdown
Section | Percentage of Test |
Economic Factors and Business Information | 15% |
Investment Vehicle Characteristics | 25% |
Client Investment Recommendations and Strategies | 30% |
Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices | 30% |
One of the benefits of private Series 65 classes is the ability to study whatever you want to. If you enroll in a large Series 65 test prep product, you'll probably spend most of your time covering everything besides Economic Factors and Business Information, as it constitutes much less of the test than the other topics. However, Series 65 tutors would be happy to go over it with you if it helps you pursue your professional goals.
Private Series 65 test preparation also allows you to work in a one-on-one learning environment. You are the only student in your Series 65 class, virtually ensuring that any questions you ask are answered quickly. All of your work may also receive immediate feedback, allowing you to correct any mistakes while the material is still fresh.
Your instructor may even be able to tailor Series 65 prep sessions to your unique needs. For example, a practical learner might want to incorporate real-world examples into their Series 65 test prep to make seemingly abstract concepts seem more useful, while a theoretical learner might prefer to concentrate on the underlying skills the exam is designed to assess. Your tutor may also take the time to really get to know you, allowing them to incorporate some of your non academic interests into your study sessions to make them more interesting.
At Varsity Tutors, we also try to make Series 65 prep as convenient as possible. Every Series 65 course we offer takes place on our exclusive Live Learning Platform, giving you all the benefits of face-to-face study without forcing you to commute someplace. We also try to match every student with an instructor who meets their scheduling needs. We believe that no student should have to give up something they enjoy just to study for the Series 65.
If you would like to learn more about the benefits of Varsity Tutors Series 65 prep, Educational Directors are standing by to help out in any way they can. Contact us today to get the process started!

Gary: DeSoto Series 65 test prep instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- NASAA - North American Securities Administration Association
- +72 subjects

Blake: DeSoto Series 65 test prep instructor
...even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Professional Certifications
- +71 subjects

John: DeSoto Series 65 test prep instructor
...2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises to ensure...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- SIE
- AACN - American Association of Colleges of Nursing
- Corporate Finance
- +15 subjects

Olatorera: DeSoto Series 65 test prep instructor
...in the field of supply chain practices. My journey has been shaped by a blend of academic excellence, practical expertise, and a passion for teaching. Teaching is not merely a profession; it's my calling. I derive immense satisfaction from helping learners grasp complex concepts, demystify supply chain intricacies, and develop practical skills. I believe in...
Education & Certification
- Universidada De Murcia - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- NASM - National Academy of Sports Medicine
- ACSM - American College of Sports Medicine
- CAPM - Certified Associate in Project Management
- +347 subjects

Pamela: DeSoto Series 65 test prep instructor
...experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 65
- Series 24
- Series 66
- Series 3
- +73 subjects

Nancy: DeSoto Series 65 test prep instructor
...enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or American or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 63
- Series 24
- +85 subjects

Myles: DeSoto Series 65 test prep instructor
...led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +4 subjects

Vikram: DeSoto Series 65 test prep instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life...
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 65
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Exam SRM - Statistics for Risk Modeling
- +29 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +8 subjects

Sarah: DeSoto Series 65 test prep instructor
...clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Series 63
- CFP
- Series 6
- +36 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 10
- +9 subjects

Raymond: DeSoto Series 65 test prep instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 86
- +7 subjects

Kyle: DeSoto Series 65 test prep instructor
...love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +11 subjects

Christopher: DeSoto Series 65 test prep instructor
...CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Test Prep
- +144 subjects

Aaron: DeSoto Series 65 test prep instructor
...work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7
- Series 53
- Series 4
- +7 subjects

Julie: DeSoto Series 65 test prep instructor
...Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am here to help personal finance, finance, and business students achieve their educational goals!
Subject Expertise
- Series 65
- Series 66
- Series 7
- CFP
- +5 subjects

Johnny: DeSoto Series 65 test prep instructor
...I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 26
- SIE
- +14 subjects

Eric: DeSoto Series 65 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 6
- Series 86
- Series 10
- +16 subjects

Albert: DeSoto Series 65 test prep instructor
...Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CFA
- Series 63
- Series 7
- +46 subjects

Evan: DeSoto Series 65 test prep instructor
...exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 24
- Series 66
- Series 7
- +27 subjects