Series 65 Exam Economics and Financial Reporting. Test Specifications Explicated.

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  • Опубликовано: 31 янв 2025

Комментарии • 93

  • @wealthyscientist3197
    @wealthyscientist3197 2 года назад +9

    This excellent. You reap what you sow. This gift you have give will be returned to you 10 fold

  • @intentionalmoneylife
    @intentionalmoneylife Год назад +4

    I know you know this by now, but yes, these explications are very helpful! Taking my series 65 at the end of the month 🤞🏼🤞🏼

  • @trickygina83
    @trickygina83 3 года назад +7

    For what I've seen so far, the information is clearer and more helpful than most of the presenters with Kaplan. Thank you.

    • @Series7Guru
      @Series7Guru  3 года назад +1

      Glad you are finding them helpful.

  • @ana_coexistcrypto3998
    @ana_coexistcrypto3998 2 года назад +1

    Very worth while! I appreciate it :-) thank you for your time and doing these

  • @zjervv
    @zjervv 3 года назад +1

    Man! I wish i saw these videos before I went through the whole document. Great info to hear and listen to for learning or for review. I am gearing up to take my Series 65 in two weeks for the second time. Any helpful tips that haven't been published in 65 videos id be grateful for. LOVE these videos. THANK YOU!

    • @Series7Guru
      @Series7Guru  3 года назад +2

      Lol. Not sure. When is your test date? Trying to finish the 65 explication and add a practice final but have been really busy and my not for profit RUclips has had to wait. Lol. Shooting for two or three weeks.

  • @tanyaharris6667
    @tanyaharris6667 7 месяцев назад +1

    Your explications are excellent reference as I prepare the for the Series 65 Exam!! Thank you.

  • @jsalem6108
    @jsalem6108 3 года назад +1

    The detailed information you provide will be helpful in focusing on what's really going to be important for the exam itself. Thank you.

  • @kelseyotis8767
    @kelseyotis8767 2 года назад +1

    Great information! Thank you Dean!

  • @aranya6962
    @aranya6962 3 года назад

    Extremely helpful Dean! Thank you so much for this information and taking the time.

  • @paulmolloyRetirementPlanning
    @paulmolloyRetirementPlanning 3 года назад

    very helpful Dean.....I'm sitting my 65 in 60 mins for the second time so fingers and toes are crossed for a favourable draw

    • @Series7Guru
      @Series7Guru  3 года назад

      You are welcome. Good luck my friend. Sending you good test vibes!

    • @ximenalmg3171
      @ximenalmg3171 3 года назад

      how was it paul! im taking it next friday!!!!

  • @chasing_chika
    @chasing_chika 7 месяцев назад +1

    Very helpful Dean, thank you.

    • @Series7Guru
      @Series7Guru  7 месяцев назад

      Glad you found it helpful.

  • @DLPinsurancesolutions
    @DLPinsurancesolutions 3 года назад

    thank you so much !! take test Tuesday your videos are awesome!

  • @Mrluvshack
    @Mrluvshack Год назад +1

    super useful!!! Keep it up!

  • @Shellycrz
    @Shellycrz 2 года назад +1

    Good day Dean, me again. Question, TIPS keep pace with inflation, right? Then would REITs hedge for inflation? And would common stock beat inflation? Please and thank…
    -------------------
    I test for one last time S65 this 2.17. I come from a group of over 30 individuals selected for the role, all have passed thanks to you. I didn’t watch you, I didn’t pass. I have read STC, Kaplan, TestGeek and my brain is like in over load. I have faced 7,66 fail by 3% and fail 65 by the same amount (I have passed SIE, 6, 63) But I have ran out of time. All my colleagues said “DID YOU WATCH DEAN?” I just didn’t have enough time before with full time work and full time mom. So far your videos have cleared my overload and I will watch ALL you videos because in the company I work for ALL have watch YOU! (That have passed) Here I am. Anyway…. I hope you can read the initial questions. Best regards.

    • @Series7Guru
      @Series7Guru  2 года назад +2

      TIP s keep pace. Common stocks beat. The test will not be looking for a REIT

  • @spencerlawson8174
    @spencerlawson8174 2 года назад +1

    Dean- I recently got a 70% on the test and economics was my lowest score. Are there any paid supplements you advise or videos you have for economics? Thank you for all your hard work and effort you put in to help me and other slay the 65 Dragon!

    • @Series7Guru
      @Series7Guru  2 года назад

      Yes. I recommend TestGeek. There is a link.

  • @atass6068
    @atass6068 3 месяца назад +1

    Hey, just passed 🎉.. 3 or 4 questions on CPI amd inflation

    • @Series7Guru
      @Series7Guru  3 месяца назад

      Kudos Investment Advisor Representative!
      Thanks for paying it forward!

  • @christiemelendez7454
    @christiemelendez7454 2 года назад +1

    Hi Dean loved the videos. Where can I find the second part of this explanation. In this video you cover until Regulation Reg D, and I am trying to find the next two videos where you cover the rest of the material. They don't say part 1 or 2 lol.. and you have a lot of videos. If you can point e int he right direction it would be very helpful.

    • @Series7Guru
      @Series7Guru  2 года назад +1

      Here is the Series 65 Exam playlist in suggested watch order.
      It's a Series 65 Exam buffet. Take what you like, leave what you dont.
      ruclips.net/p/PLK1IazV_JQbGn7K_gBAD_TWW_TLrlRxA5

  • @ChotsieBickerstaff
    @ChotsieBickerstaff 4 месяца назад +1

    Very helpful

    • @Series7Guru
      @Series7Guru  4 месяца назад

      Glad you found it helpful.

  • @djsantiago4985
    @djsantiago4985 8 месяцев назад +1

    Great stuff. How do we get a copy of the typed up document?

    • @Series7Guru
      @Series7Guru  8 месяцев назад

      Glad you are finding it helpful. The typed up document is not available

  • @Wai755
    @Wai755 11 месяцев назад +1

    Hi Dean, will I be tested on the information for basic economy concept for S66? for the business cycle and monetary policy. Thank you

  • @brooksoebbing5637
    @brooksoebbing5637 2 года назад +2

    Hi Dean, I am studying for the 65 and your videos seem to be helping a lot. I was wondering if you had a list somewhere of the order to watch the videos in?

    • @Series7Guru
      @Series7Guru  2 года назад +3

      I have them in the playlist in suggested watch order.

    • @JayOnnMyles
      @JayOnnMyles 6 месяцев назад

      @@Series7Guru thank you for this , really thankful for all you do .My only question regarding this is why are the watch order starting with explicated test instead of supplemental videos to learn the content better ?

  • @damioncassie4669
    @damioncassie4669 2 года назад +1

    Thank you Dean

  • @danielplascencia2504
    @danielplascencia2504 4 месяца назад +1

    For the inverted yield curve, does that mean people are buying long term bonds and selling short term?

    • @Series7Guru
      @Series7Guru  4 месяца назад +1

      Yes, because they fear a bad economy.

    • @danielplascencia2504
      @danielplascencia2504 4 месяца назад

      @@Series7Guru gracias! I just booked my 65 for this Saturday 🙏

  • @Andrew615Boro
    @Andrew615Boro 2 года назад +1

    I had a random question about calendar dates and the fiscal year of a company and it listed random dates in a year. Can you explain that to me? It should of been a point and click question but I don’t remember going over that.

    • @Series7Guru
      @Series7Guru  2 года назад

      Some firms have fiscal years that are different from the calendar year. For most calendar and fiscal year are one in the same.

  • @natashab7981
    @natashab7981 10 месяцев назад +1

    Also did we skip over income sheet/ balance sheet on this?

    • @Series7Guru
      @Series7Guru  10 месяцев назад

      No.but there are two seoerste balance sheet lectures.

    • @natashab7981
      @natashab7981 10 месяцев назад

      @@Series7Guru are they labeled as 65?

    • @natashab7981
      @natashab7981 10 месяцев назад

      @@Series7Guru wait I found it. I hope you don’t mind if I continue to check in with you when I have questions on which lectures apply!

  • @michaelmacias8598
    @michaelmacias8598 7 месяцев назад +1

    Stupid question but I have to ask a calendar is 12 moths, so when he said 2 calendars that's 24 months (2 years), right??

    • @Series7Guru
      @Series7Guru  7 месяцев назад +1

      Quarters are 3 months. 2 calendar quarters is 6 months.

  • @Shellycrz
    @Shellycrz 2 года назад +1

    Hello Dean, I tested for S65 unfortunately I fail buy 3%. I will test again mid February so I am reviewing as much as I can and definitely my weak area is this one. The exam had this question that puzzle me and I am still confused it went something like “Tax was increased by 10% directly affecting the type of investment you hold, what type of risk this would be? A) Risk-rewards B) Financial c) Interest D) Regulation … To be honest I do not recall the exact details of the question but I know that answer had to be Legislative but this was not in the possible options answer set. So would regulatory help the best answer? I selected Risk-reward and like you say “Let the universe unfold” lol! But I till today don’t know what he right answer could be. 🤷🏼‍♀️ any suggestions?

    • @Series7Guru
      @Series7Guru  2 года назад +1

      DAMN! You will get it next time.
      I would have picked legislative risk but if not available home for regulatory rosk.

    • @Shellycrz
      @Shellycrz 2 года назад +1

      It is what I was I felt to select but my nerves got to me. Please do let me know if you will have like a live tutoring for this in the next up coming weeks. Please and thank you.

  • @Shellycrz
    @Shellycrz Год назад +1

    Dean, 13D 13G 13F filed quarterly? Or just the first two?

    • @Series7Guru
      @Series7Guru  Год назад +1

      Only 13F is quarterly.

    • @Shellycrz
      @Shellycrz Год назад

      @@Series7Guru right!! Hello you just said in your video “when 5 % or more happens” for the others 🤦🏼‍♀️ Thanks Dean.

  • @natashab7981
    @natashab7981 10 месяцев назад +1

    Dean I get confused when one of the videos does not say series 65. Is the economics lecture the one labeled for the SIE exam? Thanks

    • @Series7Guru
      @Series7Guru  10 месяцев назад +1

      Economic content for SIE and 65 is the same

    • @natashab7981
      @natashab7981 10 месяцев назад

      @@Series7Guru thanks can I just assume any lecture on balance sheet from you will work for 65 too?

    • @Series7Guru
      @Series7Guru  10 месяцев назад

      Yes

    • @natashab7981
      @natashab7981 10 месяцев назад

      @@Series7Guru is there a fixed income full lecture? Can’t find

    • @Series7Guru
      @Series7Guru  10 месяцев назад

      @natashab7981 ruclips.net/video/K2cT-DBLaSQ/видео.html

  • @tampatart8156
    @tampatart8156 24 дня назад +1

    Is 13 D and 13 G still on the Series 65 exam?

  • @trevorramos8616
    @trevorramos8616 2 года назад +1

    I just heard another RUclipsr say that the Fed sets the federal funds rate so I came to this video to make sure I knew he was wrong.

    • @Series7Guru
      @Series7Guru  2 года назад +1

      They set the discount rate and target the fed funds rate.

    • @trevorramos8616
      @trevorramos8616 2 года назад +1

      Amen! Haha

  • @BossChronicles
    @BossChronicles Год назад +1

    What can you do with a series 65 license?

    • @Series7Guru
      @Series7Guru  Год назад

      Work for a fee based Investment Advisor

    • @BossChronicles
      @BossChronicles Год назад +1

      @@Series7Guru is there a demand? Would you say it's worth pursuing and obtaining?

    • @Series7Guru
      @Series7Guru  Год назад +1

      @@BossChronicles yes but this is not a vocational channel

  • @casimirjosephkasmeer6878
    @casimirjosephkasmeer6878 11 месяцев назад +1

    Has these been changed recently?

    • @Series7Guru
      @Series7Guru  11 месяцев назад

      Not this content. Content was added but not subtracted. Listen to my podcast episode

  • @RyanGriffithLLC
    @RyanGriffithLLC 9 месяцев назад +1

    🙏🏻

  • @chelseym46
    @chelseym46 3 года назад

    Thank you!!

    • @Series7Guru
      @Series7Guru  3 года назад

      You're welcome! That explication is spot on. There is also a narrative economics lecture on the channel too.

  • @mattturner2381
    @mattturner2381 2 года назад +1

    7:43 LOL 😁

  • @deezel5455
    @deezel5455 2 года назад +1

    Kaplan Question ID: 1179179. Would something like this show up on the actual exam? Thank You.
    Section: U10LO5

    • @Series7Guru
      @Series7Guru  2 года назад

      No. I would know standard deviation helps determine market volatility or the spread of asset prices from their average price. High standard deviation more volatility low standard deviation means less volatility.

    • @deezel5455
      @deezel5455 2 года назад

      @@Series7Guru Thank You!

  • @Shellycrz
    @Shellycrz Год назад +1

    👍

  • @trevorramos8616
    @trevorramos8616 2 года назад +1

    Explication woo hoo!!! 😂

  • @CLItoughtrigal
    @CLItoughtrigal 3 года назад

    What’s the website to print the pdf

    • @Series7Guru
      @Series7Guru  3 года назад +1

      Just Google Series 65 Test Specifications and it will come up.