Passing your series 65 exam.

The Series 65 exam is a test required for individuals who wish to become investment advisor representatives (IARs). Here are some of the key points you need to know in order to pass the Series 65 exam:

1. Regulations and Laws: You should have a good understanding of the laws and regulations that govern the securities industry, including the Investment Advisers Act of 1940 and the Securities Exchange Act of 1934.
   
2. Ethics: The Series 65 exam tests your understanding of ethical practices and the fiduciary duty of investment advisors. You should be familiar with the code of ethics for IARs, as well as the principles of fair dealing and ethical behavior.
   
3. Investment Strategies: You should have a solid understanding of different investment strategies, such as asset allocation, portfolio diversification, and risk management.
   
4. Economic Principles: You should be familiar with basic economic principles, including supply and demand, inflation, and monetary policy.
   
5. Financial Markets: You should have a good understanding of different financial markets, such as the stock market, bond market, and real estate market.
   
6. Taxation: You should be familiar with the tax implications of various investment products, including stocks, bonds, and mutual funds.
   
7. Retirement Planning: You should have a good understanding of different retirement planning options, including 401(k)s, IRAs, and annuities.
   
8. Risk and Return: You should understand the relationship between risk and return in investments, as well as the different types of risk associated with various investment products.
   
9. Portfolio Management: You should have a solid understanding of the portfolio management process, including the selection and monitoring of investment products.
   
10. Exam Format: Familiarize yourself with the format of the Series 65 exam, including the types of questions you will be asked and the time limit for the test.

In conclusion, these are some of the key points you need to know to pass the Series 65 exam. It is important to study and understand these topics thoroughly, as they form the foundation of the investment advisory profession.