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Steps to start the course with EducUp
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Insert the email with which you signed up in the app or will be signing up, and complete the payment using your debit or credit card.
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Start Learning
Take at least 10 mins of your day to complete one lesson from the teacher and practice with our engaging learning activities.
EducUp is an edtech startup on a mission to make learning easy and fun.
What you will learn
Comprehensive coverage of Series 65 License exam topics
Expert guidance on exam preparation and test-taking strategies
Access to practice exams and quizzes to assess knowledge and progress
Interactive learning materials, including videos and case studies, to enhance understanding
Flexibility to learn at your own pace and on your own schedule
Increased confidence and readiness for the Series 65 License exam
Opportunity to network with other aspiring license holders and industry professionals
Continuing education credits for maintaining licensure and professional development
Affordable pricing and payment options for learners on a budget
Access to knowledgeable and responsive customer support for any questions or concerns
Take a diagnostic of the course!
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Course Content
License Essentials
License Requirements
Exam Preparation
Test-Taking StrategiesTest-Taking Strategies
Study TechniquesStudy Techniques
Time Management for ExamsTime Management for Exams
Investment Management
Portfolio Strategies
Portfolio PlanningPortfolio Planning
Diversification TechniquesDiversification Techniques
Risk Management StrategiesRisk Management Strategies
Risk Management Techniques
Risk IdentificationRisk Identification
Risk AssessmentRisk Assessment
Risk MitigationRisk Mitigation
Fee-Based Advising
Advising for Fees
Fee StructuresFee Structures
Communicating ValueCommunicating Value
Negotiating FeesNegotiating Fees
Fee-Based Services
Introduction to FeesIntroduction to Fees
Types of Fee-Based ServicesTypes of Fee-Based Services
Fee-Based Advising StrategiesFee-Based Advising Strategies
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