Loading Events

New!  Series 65 Virtual Class

  • 130 Scored Questions
  • Duration:  3 Hours
  • Passing Score: 94/130 = 72%
  • Morton-Barber First Time Pass Rate:  96.4%

The FINRA Series 65 exam, called the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities. It is one of the exams required by many states in order to charge a fee for investment advice and services. It is meant to qualify the candidate to become an investment adviser representative. Morton Barber Learning Center offers several different training options to complete this course and pass your exam.

24 Hours of Ohio Continuing Education (CE) is also available for this course.   Must have an active life and health and/or property and casualty license on first day of class to qualify.

Materials will be mailed out a week before the virtual class.

Staff will email Zoom meeting details to students once registration is complete!