Series 65, in the bag

You may have noticed that the last couple months I’ve been off the blog radar even more than normal. That’s because I’ve been studying for a professional credential called the Series 65 test. This is the FINRA/NASAA test for investment advisor representatives – basically, the minimum qualification for giving people investing and financial planning advice. That said, I personally would not feel qualified in any way, shape, or form to hang out my own shingle just on the strength of this test. Continue Reading >>