Series 6

Well...I passed my series 6. Man, was I sweatin' when I 'pushed the button'!

Anyhow...now on to the 63. The material is way different...lots of legalese and situational topics. Very confusing jargon.

Congratulations Krono. Once you get the 63 you may want to consider the 65 as well.

One bit of advice, become a student of the investment field. Don't just take someone's word at your office as the gospel. Do your own research. And for heaven's sake, don't use the VUL and the VA as the tool for every situation. Not sure if that's a pitch those at NEF like to use, but I see it frequently with the insurance B/D's. Not saying they don't have their proper place, but they are not the answer to every situation.

If I had to pick one mutual fund family to use exclusively, it would be American Funds. Fidelity would be my second choice. However, if you get your 65, you'll be able to do managed accounts and can choose from virtually any mutual fund family and still get paid.

Investing someone's life savings isn't to be taken lightly. Your advice has an impact on people's future. Including your own. Do it right, and you get referrals. Do it wrong, and you'll be out of the business.

Good luck with the 63. If you take the practice exams over and over until you're constantly scoring in the high 80's and 90's, you should be fine.
 
Thanks sman...you have given me some food for thought...
 
Whew...I passed the 63!

You were right joshril...it definitely was harder! I thought I knew the material backwards and forwards, but they threw in some curve balls...terms and concepts I had never seen before.

Anyways...thanks for all the advice guys!
 
Kaplan products are fine. I read through the manual twice, and then took the class. Also listened to the audio review cd while driving around in my car. Probably a little overkill, but in my case I had to pass. Study, study study! Your first time through the material might be a little overwhelming...but be patient. You will start to 'get it' with time.
 
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