“As a 30-year retired bank executive going back to “school” for an encore career, PassMasters was great. As an audible learner in an environment of online courses, the videos are absolutely priceless. Great job on helping me pass the Series 63 on my first attempt.”

Well, I, unfortunately, did not pass my first series 65 exam: I felt it’s important to give you my background so it can help others in a similar situation in terms of your prep/time/etc. I am in my late 30’s, a mom of 3 fairly young children. I worked in an entirely different industry for 14 years and was given an opportunity to join a financial advising firm. I took the last 1.5 years off after having our 3rd child. So I just returned to work full time, did the series 65 course in 30 days (which was 2-3 hrs…

I have multiple licenses and I can say this is the best school I ever went to. The instructor always replies right away and the course is very easy to understand and includes videos & practice questions with a detailed explanation of the answers. So guess what? I passed my Series 7 on my FIRST attempt!

The purchasing of this class is a win win. Not only does your purchase come with instructional videos, quizzes, and a study guide, but you also receive personal service from a support specialist by the name of, Sam. Whenever you have a question pertaining to the material Sam is available to answer your question immediately. Late night or early morning Sam is there. It’ sort of like having access to a personal tutor.

“Your system appears to have worked with me. I sailed through the Series 63 exam. The questions that were the hardest were the few that dealt with subjects not taught by PassMasters. My guess is that you avoid them because students do not need additional confusion. Simplicity suggests that you teach us what we need to know in order to pass. The extra fluff is not necessary.”

As someone completely new to the industry, I was overwhelmed by the terms and concepts in my Kaplan book. That is when I found Suzy who broke down the industry to digestible material that I could understand! I didn’t feel so lost when I used Pass Masters because the videos helped so much. Being completely new, it did take me 45 days to get through all the material I PASSED THE SERIES 65!

Thank you Team! I passed the 65 yesterday!!!! YAY, so happy for your great program and the huge help it was getting me prepared.

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…

I recently worked through the Series 65 course with Pass Masters after a couple of other failed attempts using other course prep on the market. Suzy’s concepts WORK. She breaks things down into bite-size pieces and explains them in a way that is relatable. You don’t get overwhelmed reading for hours and hours. You read, watch the video and then apply your learning to an exam. You master the material by being able to apply the concepts to the questions being asked. If you follow the program you will be successful. I can’t thank their whole team enough, they were…

Suzy’s approach is refreshing, focused, and incredibly effective. She breaks down the material in a way that’s easy to understand and emphasizes the key concepts the exam actually tests. No fluff, no overload—just clear, concise explanations that help everything click. Thanks to Suzy and the Pass Masters Series 65 course, I passed my exam with confidence. If you’re serious about passing and tired of spinning your wheels with other programs, I can’t recommend this course enough. Suzy makes all the difference!