TESTIMONIALS
What are people saying?
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
At Phillips & Co., my job was to hire entry level applicants
who could successfully pass the Series 65 and Series 7 examinations in three
months and do it the FIRST TIME. After trying Kaplan/Dearborn, STC, and even
the Series 7 for Dummies, 85% of our applicants were still having a hard time
passing.
One day while expressing my frustration to a
colleague, he recommended I look up First Books' Exam Prep. I could tell
immediately that this was a unique approach worth the investment. Since we
implemented Exam Prep with new recruits our pass rate shot up to well over 90%.
If you or your employees want to pass your
exam the first time without falling asleep while studying, I highly recommend
you give their training program a try!
Kary Youman, Phillips & Co. Portland, Oregon
My name is Michael Urbanski, CPA and I was able to pass the Series 65 exam on my first attempt. For me, I like to study from all the credible resources I can find. Using exam simulators and exposing yourself to as many sample exam questions helps to learn how an exam is written. I would recommend using these materials to help YOU pass the exams you chose to sit for.
Michael Urbanski, CPA Toledo, OH
Awesome customer service and material. Will definitely be a returning customer
Michael, MM Financial Planning. New York, NY
Very good material and well
planned to help you pass the first time (Series 65). The audio tape
structure is easy to listen to along with the reading material. Clear and
to the point. Nothing dry about your material. Thank you. Highly recommend.
Carlos Acosta, GoldBox Wealth, San Antonio, TX
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
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