Ep #89: How to Pass the Series 65 Exam with Shane Kozusko

Shane Kozusko is a recent graduate from the University of Georgia's Financial Planning degree program. He joins the show today to talk about how he passed the Series 65 exam, including why he chose to take it, even though it wasn't a requirement for him. If you are planning to take the Series 65, this is an episode you can't afford to miss! Tune in as Shane shares the materials that he found the most helpful through the exam, as well as insider tips on the type of questions that he saw most frequently. We also discuss Shane's journey from military to financial planning, his exam prep tips for the day before and the day of the exam, and advice for new planners trying to get hired. You can find show notes and more information by clicking here: https://bit.ly/3OvSOsE