I am SO thankful I found this course after failing my first attempt. The PDFs vs a text book made the information concise and to the point without extra fluff. Suzy’s explanations of what the test is looking for and real world examples made such a difference in my understanding of the material. The key fact videos were super helpful in making me feel like I was ready to pass. I’ve never felt more prepared for an exam. I was actually excited to take it!

I passed the Series 65 exam today! Thank you for putting this test prep together. You helped make this happen.

I just took and PASSED the exam!  Thanks for the support.

“I took the Series 63 two months ago with another company’s study material. I found it to be quite confusing and overwhelming as I failed. Desperate to find another source, I found your information on the internet. I thought your final exam was a great tool. I took it three hours before I went to take the exam and got 17 wrong. I was discouraged somewhat as I wanted to get a 90. I put too much time and effort into this so I was going to take it anyway. I PASSED!!!! Thank you for all those great study guides…

“Suzy, you’re a genius. I followed your program as you laid it out: read, video, quiz. It was amazing. I took my test this morning and passed. I was skeptical of your method because it seemed too easy and natural (Kaplan is too extra), BUT IT WORKED! Thank you sooooo much.”

I am a CPA, CMA, etc. with multiple credentials and no stranger to passing exams. I started studying for the 65 using competitor products which were voluminous and frustrating. I searched for alternatives and found Suzy. Boy was I glad! The material was manageable and easy to follow. Within 4 weeks I passed the 65 on my first attempt. I could not have done this without Suzy. I am now taking SIE since I am planning to add a 7. This would NOT have been possible without you guys. I would have probably gotten discouraged and given up with the…

Fully recommend this class. I was able to pass my SIE easily after completing the PassMasters course, on to the 7!

“I PASSED! Thank you so much for your encouragement and your lectures. It truly helped me conceptualize throughout the exam!!!”

“Thank you for your assistance in helping pass these exams. I am sure I will be taking more tests at some time in the future and I will hopefully work with you again.”

I have successfully enrolled in 3 courses and passed 4 exams (Series 63, 65, 66, and the SIE). Suzy is truly the secret sauce that makes this challenging material approachable and palatable. Her teaching style is direct, engaging, and incredibly effective. If she says a topic or question will be on the exam, you can bet it will be! I’m especially grateful for the concise reading materials and the supplemental videos, which I listened to during my morning commutes. Highly recommended! Now, if only Suzy could start teaching the CFP—I’d sign up in a heartbeat!