Join the Flock

"Soar with us"

If you are ready to join our group of valued advisors, please contact us to schedule a time we can meet and discuss a potential partnership. You must have your series 65, 66, or CFP.


Preparing for your 65


We have had numerous advisors who have been very successful with the study materials from "Testeacher" that can be found at:


Attend a live interactive three day series 65 review streaming webinar at:



Kaplan also offered study material and "live" two day classes available as well as online study materials:


Pass the 65

"Pass the 65" also has great study materials that can be found at:


Let's talk (800) 250-5930

Contact us