Series 65 2-in-1 Bundle: SMART & Books


Bundle includes the printed study program textbook, and the Smart 65®* online education program.

*SMART 65® is aregistered trademark of Edward Fleur Financial Education Corporation. a/k/a Pass Perfect.



Coverage of this material is intended for an individual who wishes to operate as an Investment Adviser and/or Investment Adviser Representative and charge a fee to provide advice. The textbook includes coverage of:

  • Economics and Analysis
  • Investment Vehicles
  • Investment Recommendations
  • Legal Guidelines

The Smart 65®* program provides unlimited quizzes and final exams, selected for the student’s strengths and weaknesses.

*SMART 65® is aregistered trademark of Edward FLeur Financial Education Corporation. a/k/a Pass Perfect.


Look Inside

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Study FAQ

Series 65 Study Tips

Series 65 FAQ's

  Series 65 Study Tips

Study for approximately 34 hours for the Series 65 exam

Spend approximately 10 1/2 hours on Ethics and Legal Guidelines

Spend approximately 9 hours on Investment Recommendations and Strategies

Spend approximately 6 hours on Investment Vehicles

Spend approximately 4 1/2 hours on Economics and Analysis

Read each section - Review all questions and detailed explanations, continue this process throughout the chapters

Utilize the Smart 65®: when you reach the end of each chapter

Utilize the Virtual Class recordings to reinforce the Series 65 topics

Score a minimum of 85% on all Series 65 quizzes and practice exams before moving to the next topic

Take regular breaks, about 15 minutes for 2 hours of study

For client support or instructor assistance with Series 65 call 800-795-5347 or email

  Series 65 FAQ's

How many questions are on the exam? 130 multiple choice questions.

How long is the exam? 3 hours

How is the exam set up? You should anticipate a “bell-curve” exam. Which means the exam will start out at an easier level. As you progress through the exam, approaching the middle of the exam, test questions will become more difficult. As you near the end of the exam, questions will once again become easier.

Where do I take the Series 65 examination? The Series 65 examination is a proctored exam and must be taken at a qualified exam center. To locate the one nearest you, please see

Is there an examination fee for the Series 65? Yes, $165

Am I allowed to take a calculator into the exam center? No, however, the exam center will provide a calculator upon request.

Will I be allowed to take paper into the exam center? No, however, the exam center will provide scratch paper.

Do I have to be sponsored to take this examination? No.
For more information please visit the NASAA website

What is the required pass rate for the Series 65 examination? 72%

Are there pre-requisites? No