Original price was: $99.00.$35.00Current price is: $35.00.
Delivery Method: Deliver digital download link to your email after successful payment
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.
Unlock Your Potential with the Brian Lee – Series 65 Video Course course only Original price was: $99.00.$35.00Current price is: $35.00. on CoursesGB!
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Delivery Method:
Deliver digital download link to your email after successful payment
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.
Purchase Brian Lee – Series 65 Video Course courses at here with PRICE $99 $35
Brian Lee – Series 65 Video Course
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
Series 65 Video Course
Module 1
Series 65 Introduction (24:30)
Downloadable Class Notes
Series 65 ADDENDUM
Lesson 1 – Economics and Business Information (27:46)
Lesson 2 – Quantitative Analysis (14:07)
Module 2 – Investment Vehicles
Lesson 1 – Equity Securities (22:18)
Lesson 2 – Debt Securities (27:24)
Lesson 3 – Analysis of Debt and Equity Securities (10:57)
Lesson 4 – Gov’t and Municipal Securities (17:04)
Lesson 5 – Cash & Cash Equivalent (4:55)
Lesson 6 – Investment Co. & REIT’s (19:17)
Lesson 7 – Options, Futures & Forwards (26:32)
Lesson 8 – Alternative Investments (8:32)
Lesson 9 – Insurance-Based Products (13:48)
Module 3 – Client Recommendations and Investment Strategies
Lesson 1 – Types of Clients (Business Entities) (8:02)
Lesson 2 – Trust Accts. (11:38)
Lesson 3 – Client Objectives and Recommendations (16:18)
Lesson 4 – Capital Market Theory (12:50)
Lesson 5 – Portfolio Management Styles (20:22)
Lesson 6 – Retirement Plans (13:09)
Lesson 7 – Taxation and ERISA Guidelines (16:08)
Lesson 8 – Special Accounts (15:20)
Lesson 9 – Trading (17:04)
Performance Formulas
Module 4 – Laws, Regulations and Ethical Practices
Lesson 1 – Federal Laws (26:55)
Lesson 1.1 – Definitions (B/D’s & Agents) (18:39)
Lesson 2 – Definitions (Investment Advisers) (12:05)
Lesson 3 Registration of Advisers and Reps (16:59)
Lesson 4 – Registration Procedures (U.S.A.) (14:42)
Lesson 5 – Securities Registration & Exemptions (21:46)
Lesson 6 – Powers of the Administrator (11:07)
Lesson 7 – Investment Advisers Act 1940 and Ethics (19:57)
Lesson 8 – Conflicts (6:09)
Closing Remarks (2:08)
Practice Exams
Mid-Term Exam
Practice Final
Course Content
Sales Page: https://testgeekexamprep.teachable.com/p/series-65Archive: https://archive.ph/owXt8
Purchase Brian Lee – Series 65 Video Course courses at here with PRICE $99 $35
Unlock Lifetime Learning and Career Growth with the Brian Lee – Series 65 Video Course course only Original price was: $99.00.$35.00Current price is: $35.00. at CoursesGB!
Invest in your future with the Brian Lee – Series 65 Video Course course at CoursesGB and gain immediate, lifetime access to expertly crafted digital content designed to boost your career and personal development. As a leading platform for downloadable courses, we offer unparalleled value and convenience.
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