Who to Use for Series 65 Course?

I posted this on the licensing board a couple days ago and have yet to get a response so I thought I would try posting it here also. I've been an agent for over 20 years. Occasionally I roll over someones small retirement account into an indexed annuity however any of the big money I always refer to my partner who is a CFP. I am looking to get my series 65 since I am only a licensed life agent and he can not pay me on any money he manages from my referrals but to also to cover me over the new DOL rule when writing any fixed annuities. Yes I understand that the new DOL rule might be over turned but we all know this is the direction our industry is going so why not go ahead and get my series 65 to cover me? It will increase my income since there is almost 10 million dollars of money my partner is managing for my clients that I could be receiving an income from.

With all that being said, there are a lot of companies out there that offer series 65 courses so which ones do you highly recommend? I am not as much concerned about the cost as I am on how well they prepare me for the series 65 exam. Does anyone know which company/course has the best pass rate on the exam? Right now I am looking at; Pass Perfect, Securities Training Corp, Solomon Exam, Training Consultants, A. D. Banker, Kaplan & Exam FX (which merged with TesTeachers). I live in KY so I can't find a classroom course or a live course. I would prefer a video course over a correspondence course. So with all that being said, which company do you recommend I use for preparing me for the series 65 exam? Your input is appreciated.

Training Consultants was great for me for the 66 , which is the 65 and 6 combined.

I used Kaplan for my series 7 and aced it, the material was almost identical to the test. Used Kaplan again for the 66 and missed it by one point. The material was nothing like the test for the 66.

For me 2nd try on the 66 I went with Training Consultants and aced it on that try, their material was almost identical to the exam.
 
I used www.trainingcounsultants.com for my S65. Love their format. Self-paced video along w/a study manual. Pass Perfect..STC..Kaplan...was all like reading Russian to me.

I failed the first time. Didn't study....over confident after 16 years in Investment Mgmt at the time. Made 60% = very embarrassing. I wouldn't recommend not studying for the test. It's mostly differing laws and exceptions and exclusions from/to those laws. Second try 82%.

Good Luck.


I posted this on the licensing board a couple days ago and have yet to get a response so I thought I would try posting it here also. I've been an agent for over 20 years. Occasionally I roll over someones small retirement account into an indexed annuity however any of the big money I always refer to my partner who is a CFP. I am looking to get my series 65 since I am only a licensed life agent and he can not pay me on any money he manages from my referrals but to also to cover me over the new DOL rule when writing any fixed annuities. Yes I understand that the new DOL rule might be over turned but we all know this is the direction our industry is going so why not go ahead and get my series 65 to cover me? It will increase my income since there is almost 10 million dollars of money my partner is managing for my clients that I could be receiving an income from.

With all that being said, there are a lot of companies out there that offer series 65 courses so which ones do you highly recommend? I am not as much concerned about the cost as I am on how well they prepare me for the series 65 exam. Does anyone know which company/course has the best pass rate on the exam? Right now I am looking at; Pass Perfect, Securities Training Corp, Solomon Exam, Training Consultants, A. D. Banker, Kaplan & Exam FX (which merged with TesTeachers). I live in KY so I can't find a classroom course or a live course. I would prefer a video course over a correspondence course. So with all that being said, which company do you recommend I use for preparing me for the series 65 exam? Your input is appreciated.
 
I have a subscription to Training Consultants Series 65 Online Course for sale. Expires 2/24/2020. Asking $125. Regular price is $275 per website. PM if interested.
 
Has anybody used the Pass Perfect for the S 65? I just failed it just a couples of days ago. I used Kaplan and found the real exam questions abysmally different from the ones on it, specially towards the middle of the exam. I tried to study the book content in detail to get better scores in my testing practice which I did (scored 80s and above) but it didn't work for the real thing anyways. A friend who’s an advisors’ supervisor told me many of them have found Pass Perfect’s questions closer to the Exam in S 7. I’ll appreciate your input.
 
Back
Top