The Series 65 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualifies candidates for state registration as investment advisor representatives.
Includes our instructor-led live classes, review sessions, and spiral-bound workbook. Learn More
With the All Access Pass add-on, we help you stay on track. Interactive review sessions ensure you master the most heavily tested content. Our 2-3 day live classes cover everything you need to know. View Class Schedule
Take a test drive of our Training Center--the place for all your course materials, video lectures, and supplements. You can use the Action Plan to keep you focused and track your progress.
We put together a team of the most knowledgeable instructors, coaches, and staff for each course that will keep you on track and meeting your goals. They’re with you every step of the way.
Yes. You are not required to have a sponsor to take the Series 65 Exam.
Add All Access Pass to your course and you can enroll in any of our Series 65 live (virtual) courses through your Training Center, along with an onboarding call and review sessions. With the All Access Pass, you have unlimited access to our instructor-led sessions.
Assuming you are working full-time while preparing for the examination, you should allow yourself 4-8 weeks or 80 hours to read through the material and complete practice exams.
You should plan on completing at least 2,000-2,500 practice questions online prior to taking the Series 65 Exam. If your scores are not within passing range at that point, you may need to complete more questions.
Most students are able to finish the exam within the allotted time, without being rushed.
Want to start live training? Purchase the All Access Pass add-on and get access to live instructor-led classes and review sessions.
* All live classes are currently held virtually. Class login details available upon scheduling.
Group onboarding call
Meet the team, explore the Training Center, and get started fast.
Traditional faculty-led class
In-person or live-streamed faculty-led delivery of the Knopman Marks lectures covering the most heavily tested and difficult concepts on the exam.
Blended Class
A scheduled course that blends the on-demand recorded lectures from the Training Center with faculty-led coaching and review sessions.
Review Session
Spend one hour with KM faculty, diving deep into the most difficult concepts, drilling and practicing together, and having questions answered with interactive polling and real-time student participation.
BONUS: We're adding our new Study Essentials course to your purchase ($75 added value). Find it in your Training Center after check-out.
