Brian Lee – Series 65 Video Course
Original price was: $99.00.$30.00Current price is: $30.00.
🎓 Learn and Grow with Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00.
Unlock your potential with the Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. course. Designed for learners of all levels, this comprehensive online program offers you the tools and strategies to achieve success in both your personal and professional life. At WSOLib, we provide top-quality learning resources, making it easy for you to enhance your skills from the comfort of your own home.
Whether you're looking to advance your career, improve your knowledge, or explore a new hobby, the Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. course is your gateway to valuable insights and practical applications. Start your learning journey today and experience the benefits of lifelong education!
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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-65
Archive:Â https://archive.ph/owXt8
📚 Why Choose the Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. Course?
The Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. course is more than just an online program—it's a transformative learning experience designed to help you reach new heights. Here's why learners from around the world trust WSOLib:
- ✅ Comprehensive and easy-to-follow course content.
- ✅ Practical techniques that you can apply immediately.
- ✅ Lifetime access to all course materials.
- ✅ Learn at your own pace, from anywhere in the world.
- ✅ No hidden fees—one-time payment with full access.
💻 What’s Included in the Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. Course?
This course comes with:
- 🎥 High-quality video lessons that guide you step-by-step.
- 📄 Downloadable resources and course materials.
- 🧩 Interactive exercises to enhance your learning experience.
- 📧 Access to customer support for any assistance you need.
🚀 Ready to Get Started?
Don’t miss out on the opportunity to unlock your potential with the Brian Lee – Series 65 Video Course - Original price was: $99.00.$30.00Current price is: $30.00. course. Start learning today and take the first step toward a brighter future. At WSOLib, we are committed to providing you with the best online learning experience.
If you have any questions, feel free to contact us. We’re here to support your learning journey every step of the way!
Specification: Brian Lee – Series 65 Video Course
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