September 21-25, 2026
Your clients already trust you with their protection. Now become the advisor they trust to build and preserve their wealth.
Earn your Series 65 and expand your practice with investment advisory services that deepen client relationships, create new revenue opportunities, and position you as a trusted financial professional.
Your $995 covers every aspect of the experience
Round-trip flights arranged —travel stress-free and arrive ready to learn.
Four nights at a local property so you can focus entirely on the material.
Expert-led private classroom instruction across five days.
Lunch and dinner included. Breakfast available at the hotel each morning.
Complete premium study package — manuals, video library, practice exams.
Personalized custom portal — study before, during and after the event.
Round-trip flights arranged so you arrive ready to learn.
Four nights at a local property so you can focus entirely on the material.
Expert-led private classroom instruction across five days.
Daily breakfast is complimentary at the hotel, with lunch and dinner included at the Gradient Center.
Complete premium study package — manuals, video library, practice exams.
Personalized custom portal — study before, during and after the event.
Every attendee receives a comprehensive Series 65 study system — print & digital formats, yours to keep.
Print & PDF formats
Personalized prep schedule
On-demand lesson recordings
Section-by-section mastery checks
Print & PDF formats
Thousands of practice questions
Print & PDF Formats
Print & PDF Formats
Print & PDF formats
Personalized prep schedule
On-demand lesson recordings
Section-by-section mastery checks
Print & PDF formats
Thousands of practice questions
Print & PDF formats
Print & PDF formats
A live, private Series 65 class —small, focused, and designed for professionals who need to pass with confidence on the first attempt.
Live instruction
In-person experience
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Pass the Series 65
Welcome reception - exchange ideas and gain fresh perspectives from advisors and Gradient professionals who understand the opportunities shaping the industry
Unit 12 — Equity Securities
Unit 13 — Fixed Income Securities
Unit 14 — Pooled Investments
Unit 15 — Insurance-Based Products
Unit 16 — Derivatives
Unit 17 — Alternative Investments & Other Assets
Unit 1 — Regulation of Investment Advisors
Unit 2 — Regulation of IA Representatives
Unit 3 — Regulation of Broker-Dealers & Agents
Unit 4 — Regulation of Securities & Issuers
Unit 5 — Remedies & Administrative Provisions
Unit 6 — Communication with Clients & Prospects
Unit 7 — Ethical Practices & Fiduciary Obligations
Unit 8 — Economic Factors
Unit 9 — Financial Reporting
Unit 10 — Analytical Methods
Unit 11 — Types of Risk
Unit 13 — Fixed Income (Advanced)
Unit 18 — Types of Client
Unit 19 — Client Profile
Unit 20 — Portfolio Management Styles & Strategies
Unit 21 — Tax Considerations
Unit 22 — Trading Securities
Unit 23 — Performance Measures
Unit 24 — Retirement Plans & Special Accounts
Live instruction
In-person experience
Pass the Series 65
Welcome reception - exchange ideas and gain fresh perspectives from advisors and Gradient professionals who understand the opportunities shaping the industry
Unit 12 — Equity Securities
Unit 13 — Fixed Income Securities
Unit 14 — Pooled Investments
Unit 15 — Insurance-Based Products
Unit 16 — Derivatives
Unit 17 — Alternative Investments & Other Assets
Unit 1 — Regulation of Investment Advisors
Unit 2 — Regulation of IA Representatives
Unit 3 — Regulation of Broker-Dealers & Agents
Unit 4 — Regulation of Securities & Issuers
Unit 5 — Remedies & Administrative Provisions
Unit 6 — Communication with Clients & Prospects
Unit 7 — Ethical Practices & Fiduciary Obligations
Unit 8 — Economic Factors
Unit 9 — Financial Reporting
Unit 10 — Analytical Methods
Unit 11 — Types of Risk
Unit 13 — Fixed Income (Advanced)
Unit 18 — Types of Client
Unit 19 — Client Profile
Unit 20 — Portfolio Management Styles & Strategies
Unit 21 — Tax Considerations
Unit 22 — Trading Securities
Unit 23 — Performance Measures
Unit 24 — Retirement Plans & Special Accounts
Your private learning portal gives you access to every tool in your package, anytime. Study before the event, reinforce during, and review after.
See exactly where you standacross every topic area — at a glance.
Watch and rewatch any module from the full video library, any time.
Thousands of practice questions that focus on your weak areas first.
Timed, scored practice exams that mirror the real Series 65 experience.
See exactly where you standacross every topic area — at a glance.
Watch and rewatch any module from the full video library, any time.
Thousands of practice questions that focus on your weak areas first.
Timed, scored practice exams that mirror the real Series 65 experience.
