For Professionals
Specialized content for career changers, CPAs, attorneys, and other professionals pursuing the Series 65.
Series 65 for Career Changers: Your Complete Guide
How to transition into financial advisory from any career. Learn why the Series 65 is uniquely accessible, which transferable skills matter, study strategies for non-finance backgrounds, and how to land your first advisory role.
Series 65 for CPAs: Expanding Your Practice
How CPAs can add investment advisory services to diversify revenue and deepen client relationships. Study strategies around tax season, PFS credential options, and practice expansion guide.
Series 65 for Attorneys: Adding Investment Advisory Services
How estate planning attorneys and other lawyers can expand their practice with investment advisory services. Study strategies, ethics considerations, and practice expansion guide.
Series 65 Continuing Education Requirements by State [2026]
Complete guide to IAR continuing education requirements. Learn which states require CE, annual credit hours, approved providers, and how to maintain compliance.