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The Series 65 and Series 66 Investment Advisor Representative licenses are required for an individual to charge for giving investment advice or related activities. Although the tests are separate, with different prerequisites, the subject matter is almost identical. Topics include Federal and State laws, regulations, ethics, portfolio management strategies, fiduciary responsibilities and other topics. This review video set covers all material for both tests.

Be sure to download the course outline before you get started: Download Course Outline Here

Course Information

Overview

Federal Laws

Uniform Securities Act

Investment Vehicles

Analysis, Recommendations and Strategies

Economics and Analysis