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

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  • Опубліковано 6 січ 2025

КОМЕНТАРІ • 91

  • @intentionalmoneylife
    @intentionalmoneylife 11 місяців тому +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 🤞🏼🤞🏼

  • @wealthyscientist3197
    @wealthyscientist3197 2 роки тому +9

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

  • @trickygina83
    @trickygina83 3 роки тому +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 роки тому +1

      Glad you are finding them helpful.

  • @tanyaharris6667
    @tanyaharris6667 6 місяців тому +1

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

  • @zjervv
    @zjervv 3 роки тому +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 роки тому +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 UA-cam has had to wait. Lol. Shooting for two or three weeks.

  • @ana_coexistcrypto3998
    @ana_coexistcrypto3998 Рік тому +1

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

  • @jsalem6108
    @jsalem6108 2 роки тому +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 роки тому +1

    Great information! Thank you Dean!

  • @aranya6962
    @aranya6962 3 роки тому

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

  • @chasing_chika
    @chasing_chika 6 місяців тому +1

    Very helpful Dean, thank you.

    • @Series7Guru
      @Series7Guru  6 місяців тому

      Glad you found it helpful.

  • @paulmolloyRetirementPlanning
    @paulmolloyRetirementPlanning 3 роки тому

    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 роки тому

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

    • @ximenalmg3171
      @ximenalmg3171 3 роки тому

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

  • @DLPinsurancesolutions
    @DLPinsurancesolutions 3 роки тому

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

  • @djsantiago4985
    @djsantiago4985 7 місяців тому +1

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

    • @Series7Guru
      @Series7Guru  7 місяців тому

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

  • @ChotsieBickerstaff
    @ChotsieBickerstaff 3 місяці тому +1

    Very helpful

    • @Series7Guru
      @Series7Guru  3 місяці тому

      Glad you found it helpful.

  • @Wai755
    @Wai755 10 місяців тому +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

  • @Mrluvshack
    @Mrluvshack Рік тому +1

    super useful!!! Keep it up!

  • @atass6068
    @atass6068 2 місяці тому +1

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

    • @Series7Guru
      @Series7Guru  2 місяці тому

      Kudos Investment Advisor Representative!
      Thanks for paying it forward!

  • @danielplascencia2504
    @danielplascencia2504 3 місяці тому +1

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

    • @Series7Guru
      @Series7Guru  3 місяці тому +1

      Yes, because they fear a bad economy.

    • @danielplascencia2504
      @danielplascencia2504 3 місяці тому

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

  • @michaelmacias8598
    @michaelmacias8598 6 місяців тому +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  6 місяців тому +1

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

  • @Andrew615Boro
    @Andrew615Boro 2 роки тому +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 роки тому

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

  • @damioncassie4669
    @damioncassie4669 2 роки тому +1

    Thank you Dean

  • @brooksoebbing5637
    @brooksoebbing5637 2 роки тому +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 роки тому +3

      I have them in the playlist in suggested watch order.

    • @JayOnnMyles
      @JayOnnMyles 6 місяців тому

      @@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 ?

  • @christiemelendez7454
    @christiemelendez7454 2 роки тому +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 роки тому +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.
      ua-cam.com/play/PLK1IazV_JQbGn7K_gBAD_TWW_TLrlRxA5.html

  • @casimirjosephkasmeer6878
    @casimirjosephkasmeer6878 10 місяців тому +1

    Has these been changed recently?

    • @Series7Guru
      @Series7Guru  10 місяців тому

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

  • @BossChronicles
    @BossChronicles Рік тому +1

    What can you do with a series 65 license?

    • @Series7Guru
      @Series7Guru  Рік тому

      Work for a fee based Investment Advisor

    • @BossChronicles
      @BossChronicles Рік тому +1

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

    • @Series7Guru
      @Series7Guru  Рік тому +1

      @@BossChronicles yes but this is not a vocational channel

  • @natashab7981
    @natashab7981 9 місяців тому +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  9 місяців тому +1

      Economic content for SIE and 65 is the same

    • @natashab7981
      @natashab7981 9 місяців тому

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

    • @Series7Guru
      @Series7Guru  9 місяців тому

      Yes

    • @natashab7981
      @natashab7981 9 місяців тому

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

    • @Series7Guru
      @Series7Guru  9 місяців тому

      @natashab7981 ua-cam.com/video/K2cT-DBLaSQ/v-deo.html

  • @Shellycrz
    @Shellycrz Рік тому +1

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

    • @Series7Guru
      @Series7Guru  Рік тому +1

      Only 13F is quarterly.

    • @Shellycrz
      @Shellycrz Рік тому

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

  • @Shellycrz
    @Shellycrz Рік тому +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  Рік тому +2

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

  • @natashab7981
    @natashab7981 9 місяців тому +1

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

    • @Series7Guru
      @Series7Guru  9 місяців тому

      No.but there are two seoerste balance sheet lectures.

    • @natashab7981
      @natashab7981 9 місяців тому

      @@Series7Guru are they labeled as 65?

    • @natashab7981
      @natashab7981 9 місяців тому

      @@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!

  • @Shellycrz
    @Shellycrz Рік тому +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  Рік тому +1

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

    • @Shellycrz
      @Shellycrz Рік тому +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.

  • @spencerlawson8174
    @spencerlawson8174 2 роки тому +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 роки тому

      Yes. I recommend TestGeek. There is a link.

  • @RyanGriffithLLC
    @RyanGriffithLLC 8 місяців тому +1

    🙏🏻

  • @mattturner2381
    @mattturner2381 2 роки тому +1

    7:43 LOL 😁

  • @chelseym46
    @chelseym46 3 роки тому

    Thank you!!

    • @Series7Guru
      @Series7Guru  3 роки тому

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

  • @deezel5455
    @deezel5455 2 роки тому +1

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

    • @Series7Guru
      @Series7Guru  2 роки тому

      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 роки тому

      @@Series7Guru Thank You!

  • @Shellycrz
    @Shellycrz Рік тому +1

    👍

  • @CLItoughtrigal
    @CLItoughtrigal 3 роки тому

    What’s the website to print the pdf

    • @Series7Guru
      @Series7Guru  3 роки тому +1

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

  • @trevorramos8616
    @trevorramos8616 2 роки тому +1

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

  • @trevorramos8616
    @trevorramos8616 2 роки тому +1

    Explication woo hoo!!! 😂