Series 65: Non-Traditional ETFs

Taken from our Series 65 Online Guide

Non-Traditional ETFs

ETFs as just described are called traditional ETFs, in contrast to the riskier non-traditional ETFs, which were introduced to the markets in 2006. Leveraged ETFs use derivative products such as equity futures and swaps to receive daily returns two to three times above the returns of the index they are tracking. For example, a triple leveraged ETF is one that proj

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I just passed the Series 65 exam – thanks, Jeremy! Your excellent and enjoyable book and challenging practice exams-and-quizzes were my only resources. This exam kicked my butt, but I was able to accomplish the only essential task – simply "to pass" – because of the thoroughness (and the plain English and occasional humor) of these two essential test prep materials. Here's my warning -- don't underestimate the difficulty of this exam! I highly recommend that fellow Series 65'ers keep taking the practice exams and quizzes until they can comfortably get a score of 80+ before scheduling their exam; you need to go into the exam room with the confidence that this crucial simulated test-taking experience will provide. I'm so grateful for your help!

Jeff Hartnett, Portland, OR

I took the Series 65 Exam and passed with a good score. Thank you for all the materials. I did have to put a lot of study time into it but with hard work, your materials and prayer I passed!

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Alesia Mullis, Churchill Financial, Louisville, KY

I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!

David G., San Francisco, CA

I passed my series 65 exam on the first attempt! The books and sample questions are always very helpful. I leveraged this course with another program that was offered to me. I did mainly use this one and found the material very helpful. Overall, I would say the test questions that were in the book and online were much more difficult than the exam itself. I do like the crash course piece, but would also love the option of a instructional video which is what the other course offered. I learn not just by readying, but visually as well. The combination of the two were very helpful, but overall I felt the material, especially the sample test questions, were more comprehensive. Thank you for the material.

Ken Kramer

The Exam Prep online exams solidified the material in my mind and allowed me to use the timer to think quickly. Although the Series 65 exam is not a race, time is a key factor. I finished the test in about and hour and 10 minutes and then spent 20 minutes going back to review the questions I marked, a couple of which I had to use logic to guess what the terms meant (always dangerous to use logic when it comes to this stuff). After completing I pressed the button to submit it for grading and the whole while my heart was pounding as I thought for sure I failed due to the length of time it took to grade (I am certain the computer was laughing at my getting so many ridiculous questions on one test). Lo and behold when the screen returned I got an 82 and I don't think that I could have done it with out your book and your online tests to hammer the info in to my head. At 45 years of age having been removed from college for to many years it was quite an arduous task especially with out a class and about 2 months to prepare part time on my own. So in a long winded way thanks I am sure I could not have passed the Series 65 without your help.

Roger Vertes, Boston, MA