65 License Training

Stay tuned for upcoming training dates!

If you are serious about obtaining your Series 65 license, plan to attend our upcoming Wealth Watch Advisors—Series 65 Training class hosted by Jeffrey Van Blarcom with the Securities Institute.

The Securities Institute has been focused 100% on securities training since 1996.   They have dedicated themselves to creating the best securities training materials to ensure their students pass the 65 exam.  Results speak for themselves, with more than 100,000 success stories.  Their securities exam prep materials are the best in the industry and boast the highest pass rates.  The upcoming training event will position you to receive the most comprehensive and advanced training possible.  Our classroom training, textbooks, practice questions and student tracking will provide an environment to give you the best chance of passing the exam on your first sitting. 

Sitting for the series 65 exam is a serious undertaking and takes a great deal of time and dedication.  It all comes down to passing the test.  By attending this class, you can benefit from the experience of a first-class exam trainer who will guide you each step of the way. You can take comfort knowing that you are working with the very best study materials available, and preparing for your exam using top quality exam review guides. 

The purpose of the course is:

  • To provide students with the knowledge required to pass the series 65 exam. 
  • To help students master the application of the knowledge on the exam.
  • To help students identify the keys to answering a question correctly.

This two and a half day exam review course will take your exam preparation to the next level and ensure you are ready to pass.

We recommend students attend this course in conjunction with their self study efforts. We recommend students spend at least 70 hours reading the textbook fully and completely, watching all video lectures and completing all of the questions in the test bank.

Monday

9:30AM–4PM (MST)

Equity Securities 

Corporate Debt

Municipal Securities 

Government Securities

The Money Market

Economics 

Issuing Securities

Trading Securities

Tuesday

9:30AM–4PM (MST)

Options

Options Spreads and Straddles

Using Options to Hedge

Investment Companies

Annuities

Customer Accounts

Professional Conduct and Recommendations

Advanced Portfolio Concepts

Retirement Plans

Rules and Regulations

Fundamental and Technical Analysis 

Wednesday

9:30AM–12PM (MST)

Definition of Terms

State Securities Administrator in the Uniform Securities Act

Registration of Firms in the Agents

State Registration of Securities

Test Tips

The cost of the course is $495.00. This includes the cost of the class, all study material and textbooks, and access to the Securities Institute website. The class will be held in the Wealth Watch Advisors training facility at:

8310 South Valley Highway
Suite 245—Avalanche Training Room
Englewood, CO 80112

Make plans to arrive on Sunday and be ready to get started promptly at 9:30 AM on Monday.  Students are encouraged to schedule their exam later in the week while the information is still fresh in their minds.  Study materials and textbooks will be sent out to each participant once tuition has been paid. 

Before scheduling the exam, all students must complete the Form U4 since Wealth Watch is sponsoring you.  Please download, complete and return to this to Wealth Watch.  You can download the form by clicking here.  It is important that you complete this form soon after you register for the training. Instructions for filling out the form can be found here. If you are planning on taking the exam in Colorado, the nearest testing center is at 5660 Greenwood Plaza Blvd., Triad North—Suite 475, Greenwood Village, CO 80111. You can click here to find a location near your office or home if you do not plan on taking the exam in Colorado. 

After we file your U4, and you are ready to schedule your exam, please contact Jason Moore at jason.moore@wealthwatchadvisors.com to let him know to open your testing window.  Once the testing window is open, you will able to schedule your exam after 24 hours.  To schedule the exam, please click here to select a location and for further details. 

Wealth Watch Advisors has negotiated special pricing with two hotels that are located across the parking lot, and in walking distance of our office (below).

We look forward to seeing you soon!

Wealth Watch Advisors Headquarters
Office & Training Facility
8310 South Valley Highway
Suite 245 – Avalanche Training Room
Englewood, CO 80112
(855) 822-3708

Courtyard by Marriott
8322 South Valley Highway,
Englewood, Colorado 80112
(720) 895-0300

Negotiated room rate of $139 per night. When calling to reserve a room, simply refer to Wealth Watch Advisors for the discount. Alternatively, please use the link below to reserve your room online.

Residence Inn Denver South/Park Meadows Mall
8322 South Valley Highway,
Englewood, Colorado 80112
(720) 895-0200

Negotiated room rate of $129 per night. When calling to reserve a room, simply refer to Wealth Watch Advisors for the discount. Alternatively, please use the link below to reserve your room online.

The button below will allow you to choose between the two hotels.

RSVP!

Stay tuned for upcoming training dates!

Registration is now closed.