Series 65 Exam Mastery

A Comprehensive Guide for Investment Adviser Representatives

De: Jordan Cross

Narrado por: Noah Kiolbassa

Pass the Series 65 Exam with Confidence

Are you preparing for the Series 65 exam to become a licensed Investment Adviser Representative (IAR)? This comprehensive study guide covers everything you need to know, making your exam prep efficient and stress-free.

Inside this book, you’ll find:

Complete Coverage of Exam Topics – Economic factors, investment vehicles, portfolio management, regulations, and ethics.

60+ Review Questions for Each Chapter – Reinforce key concepts with targeted practice.

Full-Length Practice Exams – Test your knowledge with 130-question mock exams, just like the real test.

Expert-Tested Study Strategies – Learn time management and retention techniques from industry professionals.

Simplified Explanations of Complex Topics – Understand the concepts quickly without overwhelming jargon.

Whether you're a first-time test taker or retaking the exam, this guide provides everything you need to succeed and launch your career as a financial professional.

Your success starts here—get ready to ace the Series 65 exam.

©2025 Apex Consulting Services LLC (P)2025 Apex Consulting Services LLC

To general

The reader reads way too fast, so i had to keep rewinding to hear what he said again. Also, the guide is way too general and doesn’t reflect the reality of the exam. The review questions seem like they were made up on the fly vs. how the subjects are actually tested because the answer choices tended to lean towards the ridiculous so only one answer makes sense. That’s not how they test. I’ve stopped listening to this halfway, as I feel like I’m wasting precious study time on something that will not help me.

Good Summary

Covers all the main topics, Good organization of chapters for exam prep. The narration might feel slow, but going at 1.25-1.5x can easily fix that.

Decent

The guide broke down teh tough Series 65 topics into simple chapters I could follow. Narrator was kinda robotic. Practice questions were good and showed me where I was messing up. Passed wiht a 73.8%!

Consice and helpful

This book was an excellent refresher and suppliment for the Series 65 exam. The narrator was clear and easy to understand. Overall a great listen for those looking for some extra insurance before the exam.

ideal if you need to prep

Jordan Cross’s Series 65 Exam Mastery is an essential resource for anyone preparing to take the Series 65 exam. Designed as a comprehensive guide, the audiobook covers all the key topics required to pass the exam, including investment vehicles, economic concepts, legal regulations, and ethical considerations for investment adviser representatives.

One of the audiobook’s greatest strengths is its clear and structured approach. The material is well-organized, making complex financial and regulatory concepts more digestible. Cross explains technical terms in an accessible way, which is especially helpful for listeners who are new to the field. Additionally, the pacing is well-balanced—thorough yet not overwhelming—allowing learners to absorb the content effectively.

Another advantage of this audiobook format is the convenience it offers. Whether commuting, exercising, or multitasking, listeners can reinforce their knowledge without being tied to a textbook. The narration is engaging, making it easier to stay focused on the material.

However, some listeners might find that certain sections require supplemental reading, especially for concepts that benefit from visual aids like charts or graphs. While the audiobook provides a strong foundation, combining it with practice questions and additional study materials could further enhance comprehension and retention.

Overall, Series 65 Exam Mastery is a well-structured and valuable tool for prospective investment advisers. It’s an excellent choice for those looking for a flexible and accessible way to prepare for the exam. Whether you're just starting your studies or reinforcing key concepts before test day, this audiobook can be a great addition to your learning strategy.

Must listen for exam mastery

Insightful, direct, comprehensive, and delivers on the stated objectives. A great resource for anyone looking to pass the Series 65.

Essential! A++

The Series 65 exam was a breeze with this book. Complicated things were broken down and I felt well prepared. I'm very grateful that Jordan Cross created this guide. I would recommend this guide to anyone. Thank you.

This guide was super helpful!

Highly recommend this guide as it helped me ALOT with exam prep. Very detailed and easy to follow, and I now feel confident going into the exam :). 10/10!

Perfect if you want to pass your series 65 exam

this book - series 65 Exam Mastery was a game-changer in my exam prep. It broke down complex concepts into clear, digestible sections and focused exactly on what I needed to know to pass. The practice questions were spot-on, mirroring the style and difficulty of the real exam. This resource helped me feel confident and well-prepared going into test day—and I passed on my first try.

Great Exam Prep

This guide broke everything down in a clear, easy-to-understand way without any fluff. The chapter questions and full-length practice exams were super helpful for me.