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!

I passed my series 65 exam!! Suzy’s course was incredibly helpful and I enjoyed working through the sections with her friendly disposition. This is actually my second attempt at the exam. I originally used another vendor’s online study modules and in person prep class, but I will always only recommend PassMasters, based on my success! Thank you and cheers!

“Checking in with you and the team to let you all know I passed the S65! The materials were great. Thank you!”

I spent almost 20 years in the securities industry most of which I spent in the wholesale industry. I also spend a few years running a startup company as the CEO using Regulation D to raise capitol. I had what I thought was a superior understanding of the 65 material in a practical sense. Long story short, I had let my 6,7 and 63 lapse in 2019 figuring I would never be involved in the industry again. In May of this year I tried to pass the 65 after using STC Corp for study material and failed. Second try I…

Good News….. I Passed My Series 65 today. First attempt. Thanks for the course and the Help!

“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.”

I just wanted to say thank you. Beginning my journey to the SIE, I decided to go with another company for the exam material. I struggled with the outline of their material and the many chapters. After sitting and taking two exams with this material and missing each by one point, I decided to change my exam prep. I watched your videos on U-Tube and something started clicking. I immediately went and signed up for your class. I went over the whole class and felt confident now. I took the exam this week and passed. Thank you! On to the…

Just wanted to write a quick note to extend my gratitude. I passed the SIE exam Friday morning, on my first attempt, due in large part to your kind help and Suzy’s preparation materials. Unlike others in the industry, PassMasters TEACHES the material for the SIE. Others merely “cover” or present the information, which is of little help if you don’t already know it. As someone coming from years of experience in the education field, this is the standard of instruction I was glad to have found in PassMasters. I can’t thank you enough.

“My first window of the 63 I took the test just to see what it was like and I failed it. So I read the Kap*** book and did the practice test about 30 to 40 times till I was in the 90’s and failed the second window. I did what Kap*** said and was getting 90’s like you guys ask us to do with your tests. The test was a lot harder than I thought. Something came up and I was going to get out of the insurance business, so I didn’t have a need to take the test…

I wanted to thank you for your help in passing the 65. It’s so nice to have it behind me. Thank you!