Brian Lee – Series 65 Video Course

Description

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Brian Lee – Series 65 Video Course

Series 65 Video Course Series 65 Video Course

Unique solutions to taking your Investment Advisor Rep exam Unique solutions to taking your Investment Advisor Rep exam

Join Brian Lee for everything you need to know to pass your Series 65 exam. Brian is one of the most dynamic instructors in the country and has helped students pass their FINRA/NASAA exams for over 20 years! The closest thing to a live class!Join Brian Lee for everything you need to know to pass your Series 65 exam. Brian is one of the most dynamic instructors in the country and has helped students pass their FINRA/NASAA exams for over 20 years! The closest thing to a live class!

Your Instructor Your Instructor

Brian LeeBrian Lee

Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.

Course Curriculum

Series 65 Video CourseSeries 65 Video Course
Module 1 Module 1

Series 65 Introduction (24:30)Series 65 Introduction (24:30)

Downloadable Class NotesDownloadable Class Notes

Series 65 ADDENDUMSeries 65 ADDENDUM

Lesson 1 – Economics and Business Information (27:46)Lesson 1 – Economics and Business Information (27:46)

Lesson 2 – Quantitative Analysis (14:07)Lesson 2 – Quantitative Analysis (14:07)

Module 2 – Investment VehiclesModule 2 – Investment Vehicles

Lesson 1 – Equity Securities (22:18)Lesson 1 – Equity Securities (22:18)

Lesson 2 – Debt Securities (27:24)Lesson 2 – Debt Securities (27:24)

Lesson 3 – Analysis of Debt and Equity Securities (10:57)Lesson 3 – Analysis of Debt and Equity Securities (10:57)

Lesson 4 – Gov’t and Municipal Securities (17:04)Lesson 4 – Gov’t and Municipal Securities (17:04)

Lesson 5 – Cash & Cash Equivalent (4:55)Lesson 5 – Cash & Cash Equivalent (4:55)

Lesson 6 – Investment Co. & REIT’s (19:17)Lesson 6 – Investment Co. & REIT’s (19:17)

Lesson 7 – Options, Futures & Forwards (26:32)Lesson 7 – Options, Futures & Forwards (26:32)

Lesson 8 – Alternative Investments (8:32)Lesson 8 – Alternative Investments (8:32)

Lesson 9 – Insurance-Based Products (13:48)Lesson 9 – Insurance-Based Products (13:48)

Module 3 – Client Recommendations and Investment StrategiesModule 3 – Client Recommendations and Investment Strategies

Lesson 1 – Types of Clients (Business Entities) (8:02)Lesson 1 – Types of Clients (Business Entities) (8:02)

Lesson 2 – Trust Accts. (11:38)Lesson 2 – Trust Accts. (11:38)

Lesson 3 – Client Objectives and Recommendations (16:18)Lesson 3 – Client Objectives and Recommendations (16:18)

Lesson 4 – Capital Market Theory (12:50)Lesson 4 – Capital Market Theory (12:50)

Lesson 5 – Portfolio Management Styles (20:22)Lesson 5 – Portfolio Management Styles (20:22)

Lesson 6 – Retirement Plans (13:09)Lesson 6 – Retirement Plans (13:09)

Lesson 7 – Taxation and ERISA Guidelines (16:08)Lesson 7 – Taxation and ERISA Guidelines (16:08)

Lesson 8 – Special Accounts (15:20)Lesson 8 – Special Accounts (15:20)

Lesson 9 – Trading (17:04)Lesson 9 – Trading (17:04)

Performance FormulasPerformance Formulas

Module 4 – Laws, Regulations and Ethical PracticesModule 4 – Laws, Regulations and Ethical Practices

Lesson 1 – Federal Laws (26:55)Lesson 1 – Federal Laws (26:55)

Lesson 1.1 – Definitions (B/D’s & Agents) (18:39)Lesson 1.1 – Definitions (B/D’s & Agents) (18:39)

Lesson 2 – Definitions (Investment Advisers) (12:05)Lesson 2 – Definitions (Investment Advisers) (12:05)

Lesson 3 Registration of Advisers and Reps (16:59)Lesson 3 Registration of Advisers and Reps (16:59)

Lesson 4 – Registration Procedures (U.S.A.) (14:42)Lesson 4 – Registration Procedures (U.S.A.) (14:42)

Lesson 5 – Securities Registration & Exemptions (21:46)Lesson 5 – Securities Registration & Exemptions (21:46)

Lesson 6 – Powers of the Administrator (11:07)Lesson 6 – Powers of the Administrator (11:07)

Lesson 7 – Investment Advisers Act 1940 and Ethics (19:57)Lesson 7 – Investment Advisers Act 1940 and Ethics (19:57)

Lesson 8 – Conflicts (6:09)Lesson 8 – Conflicts (6:09)

Closing Remarks (2:08)Closing Remarks (2:08)

Practice ExamsPractice Exams

Mid-Term ExamMid-Term Exam

Practice FinalPractice Final

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Course Content

Sales Page: Sales Page: https://testgeekexamprep.teachable.com/p/series-65
Archive:Archive: https://archive.ph/owXt8

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