TESTIMONIALS
What are people saying?
Awesome customer service and material. Will definitely be a returning customer
Michael, MM Financial Planning. New York, NY
Well, I finally was able to take my Series 65 and passed with an 85%. I think that the combination of your Series 65 text along with our other vendor made all the difference. It was good to have an additional reference for clarity and in some cases more detailed and straight forward discussion. Thank you for the materials.
Alesia Mullis, Churchill Financial, Louisville, KY
I am 73 years old and have been retired for 5 years. My fulfilling career of 38 years was mainly as a portfolio manager in a trust setting. A good friend of mine recently started an RIA and asked me to consider coming to work for him. Since I loved my job and retirement is boring in comparison, the decision to jump back in was rather easy. You know the old saying: if you love what you do, you will never work a day in your life. But yes, I must first pass Series 65. The study materials and whole program you have constructed are excellent. I read the phone-book sized reading materials and took many practice exams on the website. Just this morning I sat for the test and passed. Hooray!! I am convinced that your test preparation process made the exam seem easy. So I will recommend to anyone preparing for a securities exam to definitely consider getting your program. Thanks again for your outstanding program and guidance."
Rick Hinchberger
Dover Advisors LLC
The material and
website were very well organized and thorough. I felt I was prepared for the
actual, real test when I took it because I had gone through their range of
questions with all the practice tests that I could do on their website,
covering every topic, approached with different angles.
Stacey Sperry, Durham, NC
I had my licenses but I let them lapse after I sold my firm. Now we're starting a new firm and I needed a refresher and studied your book and used the exam simulator. I passed the Series 65 and your materials were a big help. Now I am back for the Series 7 and I want your book, audio book and exam simulator. Thanks for an excellent product.
Jason Luquire Pawleys Island, SC
I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!
David G.,
San Francisco, CA
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