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Description
This 4-hour personalized Series 65 coaching program is designed to help you understand the material, identify your weak areas, and develop a focused strategy for preparing for the exam. We’ll begin by reviewing your current preparation, practice exam performance, and exam date. From there, we’ll focus on the areas where you need the most help, including economics, investment vehicles, portfolio theory, risk and return, securities analysis, retirement and tax concepts, investment adviser regulations, fiduciary responsibilities, and ethical practices. Rather than simply memorizing information, I’ll help you understand the concepts and apply them to exam-style questions. We’ll work through practice questions, identify why answers are right or wrong, and develop strategies for approaching difficult questions. I bring more than 20 years of financial-services experience and have taught, trained, and developed hundreds of financial professionals throughout my career, including as a Senior Partner. I’ve also helped numerous individuals prepare for their securities licensing exams. The four hours are customized around your specific needs, weaknesses, progress, and exam date.
What you'll get from this package
Personalized Series 65 Study Plan & Exam Strategy
Identification & Review of Your Weakest Series 65 Topics
Practice Questions, Explanations & Test-Taking Strategies
Final Exam Readiness Review & Study Priorities
Additional details
Coaching delivered via live sessions.
My coaching is personalized and interactive. We’ll meet live one-on-one and focus on the Series 65 topics where you need the most help. I simplify difficult concepts, connect the material to real-world financial examples, work through practice questions with you, and explain why answers are right or wrong. I’ll also help you prioritize what to study between sessions so you can use your preparation time effectively.
Sessions are conducted live and scheduled based on mutual availability. This package includes four hours of personalized Series 65 exam coaching, which may be divided into multiple sessions based on the student’s needs and exam timeline. Students are encouraged to bring their study materials, practice questions, recent practice exam results, and specific topics they would like to review. Coaching is educational in nature and does not guarantee a passing exam score.
Services included:
Series 65
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Offered by Alberto Q.
Joined September 2026
5.0
Master the SIE & Series 7 With a 20+ Year Industry Veteran
I bring over 20 years of experience in the financial services industry and currently hold the Series 7, 63, 66, and 24 licenses. My background includes roles as a Financial Advisor, Sales Manager, Partner, and Senior Partner. As a Senior Partner at New York Life, an important part of my role was training and developing financial professionals. I regularly led classes covering securities concepts and licensing exam material, teaching and tutoring hundreds of new and developing advisors. Over the years, I have helped numerous individuals successfully prepare for and pass their licensing exams. Because I have both taught the material and applied these concepts throughout my career, I focus on helping students understand the concepts rather than simply memorize answers. I can help identify difficult areas, simplify complex topics, develop an effective study strategy, and prepare students to approach the SIE and Series 7 with confidence.
$575
4h of coaching