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Brian Lee – 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!
Course Curriculum
Get Brian Lee – Series 65 Video Course download
Series 65 Introduction (24:30)
Downloadable Class Notes
Lesson 1 – Economics and Business Information (27:46)
Lesson 2 – Quantitative Analysis (14:07)
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)
Lesson 1 – Types of Clients (Business Entities) (8:02)
Get Brian Lee – Series 65 Video Course download
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
Get Brian Lee – Series 65 Video Course download
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