When it comes to Series 65 speed bumps, there are several that require a little more attention and that may slow down your progress. In today’s post, we recommend where to focus additional attention based on our experience with students and their feedback.
Series 65 Speed Bumps: Analytical
It becomes evident pretty quickly that the laws and regulations sections are the core part of this exam. Those sections require a lot of memorization and understanding. Concepts like exempt transactions, exempt securities, and a lot of rules around registration are all important.
That said, though it takes a while, most people eventually do all right here.
Where people often get tripped up on the Series 65 Exam are in several technical chapters. These focus on analysis, performance measures, and portfolio management.
Many of these sections include ratios, analyzing portfolios, and understanding jargon like the efficient market hypothesis – weak form, semi-strong form, and strong form markets.
How to Tackle These Sections
Since most of these sections are jargon heavy, but also new to a lot of students, we recommend that you incorporate these into your studying. Review them at least twice a week with four weeks to go before your exam.
The repetition will help solidify these concepts into your long-term memory. Usually one or two weeks of review of these sections is not enough.
There are a lot of concepts that are not intuitive or easy to remember. Many need specific real world examples to clarify. Those can be difficult to find in an online search. Many definitions are often explained with more jargon.
We highly recommend that in order to get through these sections you review the textbook, or watch some videos to gain further context. Most helpful, of course, is getting an excellent Series 65 tutor – we happen to know some!
Overall, this area slows a lot of people down in their studying. Others get too overwhelmed with these sections and totally ignore them. On that note, most people can afford to miss a few points here and there. However, missing too many points can lead to a prolonged study experience. Feel free to reach out if you need any help or more advice! Good luck!