Description

Brian Lee – Series 65 Video Course

Course Description

Archive : Brian Lee – Series 65 Video Course Digital Download
Salepage : Brian Lee – Series 65 Video Course
Delivery : Online With Any Device

Description

Series 65 Video Course

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!

Your Instructor

Brian 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.

Course Curriculum

Module 1

Start

Series 65 Introduction (24:30)
Start

Downloadable Class Notes
Start

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

Lesson 2 – Quantitative Analysis (14:07)

Module 2 – Investment Vehiles

Start

Lesson 1 – Equity Securities (22:18)
Start

Lesson 2 – Debt Securities (27:24)
Start

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

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

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

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

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

Lesson 8 – Alternative Investments (8:32)
Start

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

Module 3 – Client Recommendations and Investment Strategies

Start

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

Lesson 2 – Trust Accts. (11:38)
Start

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

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

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

Lesson 6 – Retirement Plans (13:09)
Start

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

Lesson 8 – Special Accounts (15:20)
Start

Lesson 9 – Trading (17:04)
Start

Performance Formulas

Module 4 – Laws, Regulations and Ethical Practices

Start

Lesson 1 – Federal Laws (26:55)
Start

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

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

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

Lesson 3 -Investment Advisor Definition (24:06)
Start

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

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

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

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

Lesson 8 (6:09)
Start

Closing Remarks (2:08)

Practice Exams

Start

Additional Practice Questions
Start

Practice Final

Frequently Asked Questions

When does the course start and finish?

The course starts now and never ends! It is a completely self-paced online course – you decide when you start and when you finish.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.

What if I am unhappy – the course?

We would never want you to be unhappy! If you are unsatisfied – your purchase, contact us in the first 30 days and we will give you a full refund.

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Shipping & Delivery

24/7 Automatic Digital Delivery

After payment, the download link will automatically be sent to your email.

Or you can go to “My Account” to access the course.

1. How to make the payment?

You can make the payment online through this instruction:
1. Visit your product page.
2. Click button “Enroll Course”.
3. Checkout.
Or contact us to get proof and payment details.
1. Email: [email protected]
2. Skype: [email protected]
3. Tawk.to Online Chat
On the bottom right of your screen.

2. What is delivery method?

After your payment,Please check this link for the download: Courses DownloadIn case the link is not working, you will receive DIGITAL download link at YOUR EMAIL ADDRESS after we are online and double check.

3. How long will get download link after payment?

Most of products will come to you immediately. But for some products were posted for offer. We need time to make files and upload. (It takes 8-48 hours) We will try by our best to have download link on time. One immportant thing, you can Online Chat with me and receive download IMMEDIATELY.

4. Contents – Update

We’ve double checked all contents, and they are full for sale. For the courses need to update, we will update and send you update contents by ourselves.

5. Refund policy

All products were double checked before post for sale. So that will not have refund for them. Only make refund for the products that we can not provide. You will get what you paid for or get back your money.