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Series 65 30-Day Study Plan (2026)
Taking the Series 65 exam next month? Days 1–14 read the 4 content areas in the order the exam weights them, starting with Laws, Regulations, and Ethics at 31%. Days 15–21 are timed topic drills against 410 free practice questions. Days 22–28 are three full 130-question, 180-minute mocks with a repair day after each. Days 29 and 30 are a skim and a rest.
Every chapter, drill and mock below is free on PrepPass. Nothing on this page is an official exam fact — the weights are the ones our study chapters carry, and the 70% figure we use in week 4 is our own readiness bar for this question bank, not a passing score published by North American Securities Administrators Association (NASAA).
What the Series 65 exam weights
The plan spends reading days in proportion to these weights, so the schedule below is specific to this exam, not a generic 30-day template.
| Content area | Weight | Free questions | Reading days |
|---|---|---|---|
| Laws, Regulations, and Ethics | 31% | 122 | 4 |
| Client Recommendations and Portfolio Strategies | 30% | 122 | 4 |
| Investment Vehicle Characteristics | 25% | 103 | 4 |
| Economic Factors and Business Information | 14% | 63 | 2 |
Watch while you work the plan — free Series 65 lessons
Subscribe on YouTube →Series 65 Practice Test 2026 | 40 Investment Adviser Law Questions & Answers
Weeks 1–2 · Days 1–14
Read every content area once, heaviest first. Laws, Regulations, and Ethics is 31% of the exam, so it gets 4 of the 14 reading days, while Economic Factors and Business Information at 14% gets 2.
- Day 1
Read: Laws, Regulations, and Ethics (part 1 of 4)
The Regulatory Framework · Definitions and Registration. Laws, Regulations, and Ethics is 31% of the exam — the largest block on the blueprint. Finish with the Laws, Regulations, and Ethics practice set — 122 free questions.
- Day 2
Read: Laws, Regulations, and Ethics (part 2 of 4)
Fiduciary Duty vs. Suitability. Carry on where day 1 stopped. Finish with the Laws, Regulations, and Ethics practice set — 122 free questions.
- Day 3
Read: Laws, Regulations, and Ethics (part 3 of 4)
Disclosure, Custody, and Recordkeeping. Carry on where day 2 stopped. Finish with the Laws, Regulations, and Ethics practice set — 122 free questions.
- Day 4
Read: Laws, Regulations, and Ethics (part 4 of 4)
Ethics and Prohibited Practices. Carry on where day 3 stopped. Finish with the Laws, Regulations, and Ethics practice set — 122 free questions.
- Day 5
Read: Client Recommendations and Portfolio Strategies (part 1 of 4)
The Client Profile and Suitability · Modern Portfolio Theory and Diversification. Client Recommendations and Portfolio Strategies is 30% of the exam — the 2nd-largest block on the blueprint. Finish with the Client Recommendations and Portfolio Strategies practice set — 122 free questions.
- Day 6
Read: Client Recommendations and Portfolio Strategies (part 2 of 4)
Asset Allocation and Trading. Carry on where day 5 stopped. Finish with the Client Recommendations and Portfolio Strategies practice set — 122 free questions.
- Day 7
Read: Client Recommendations and Portfolio Strategies (part 3 of 4)
Tax and Estate Planning. Carry on where day 6 stopped. Finish with the Client Recommendations and Portfolio Strategies practice set — 122 free questions.
- Day 8
Read: Client Recommendations and Portfolio Strategies (part 4 of 4)
Retirement Planning and Performance. Carry on where day 7 stopped. Finish with the Client Recommendations and Portfolio Strategies practice set — 122 free questions.
- Day 9
Read: Investment Vehicle Characteristics (part 1 of 4)
Equity Securities. Investment Vehicle Characteristics is 25% of the exam — the 3rd-largest block on the blueprint. Finish with the Investment Vehicle Characteristics practice set — 103 free questions.
- Day 10
Read: Investment Vehicle Characteristics (part 2 of 4)
Fixed Income and Bond Math. Carry on where day 9 stopped. Finish with the Investment Vehicle Characteristics practice set — 103 free questions.
- Day 11
Read: Investment Vehicle Characteristics (part 3 of 4)
Pooled and Packaged Products. Carry on where day 10 stopped. Finish with the Investment Vehicle Characteristics practice set — 103 free questions.
- Day 12
Read: Investment Vehicle Characteristics (part 4 of 4)
Derivatives, Insurance, and Alternatives. Carry on where day 11 stopped. Finish with the Investment Vehicle Characteristics practice set — 103 free questions.
- Day 13
Read: Economic Factors and Business Information (part 1 of 2)
The Business Cycle and Indicators · Monetary and Fiscal Policy. Economic Factors and Business Information is 14% of the exam — the 4th-largest block on the blueprint. Finish with the Economic Factors and Business Information practice set — 63 free questions.
- Day 14
Read: Economic Factors and Business Information (part 2 of 2)
Financial Reporting and Ratios · Quantitative Methods. Carry on where day 13 stopped. Finish with the Economic Factors and Business Information practice set — 63 free questions.
Week 3 · Days 15–21
Stop reading, start retrieving. One timed drill per day, still in blueprint-weight order, so the heaviest areas get a second pass inside the week.
- Day 15
Drill: Laws, Regulations, and Ethics
Work the Laws, Regulations, and Ethics set straight through — 122 free questions, 31% of the exam. Read the explanation on every miss before moving on.
- Day 16
Drill: Client Recommendations and Portfolio Strategies
Work the Client Recommendations and Portfolio Strategies set straight through — 122 free questions, 30% of the exam. Read the explanation on every miss before moving on.
- Day 17
Drill: Investment Vehicle Characteristics
Work the Investment Vehicle Characteristics set straight through — 103 free questions, 25% of the exam. Read the explanation on every miss before moving on.
- Day 18
Drill: Economic Factors and Business Information
Work the Economic Factors and Business Information set straight through — 63 free questions, 14% of the exam. Read the explanation on every miss before moving on.
- Day 19
Second pass: Laws, Regulations, and Ethics
Laws, Regulations, and Ethics is 31% of the exam, so it earns a second pass. Redo only what you got wrong the first time, then re-read the chapter sections behind those misses.
- Day 20
Second pass: Client Recommendations and Portfolio Strategies
Client Recommendations and Portfolio Strategies is 30% of the exam, so it earns a second pass. Redo only what you got wrong the first time, then re-read the chapter sections behind those misses.
- Day 21
Second pass: Investment Vehicle Characteristics
Investment Vehicle Characteristics is 25% of the exam, so it earns a second pass. Redo only what you got wrong the first time, then re-read the chapter sections behind those misses.
Week 4 · Days 22–28
Three full timed mocks (130 questions, 180 minutes each) with a repair day after each one. Score movement between them is the only signal that matters this week.
- Day 22
Full timed mock #1
130 questions in 180 minutes, one sitting, no notes. Whatever you score, this is your baseline — write it down.
- Day 23
Review mock #1
No new material. Re-read the explanation for every question you missed, then re-drill the two content areas you scored lowest on.
- Day 24
Full timed mock #2
130 questions in 180 minutes, one sitting, no notes. Compare it against your day-22 baseline, area by area.
- Day 25
Rebuild: Laws, Regulations, and Ethics
Laws, Regulations, and Ethics is 31% of the exam — more marks than any other area, so it is worth a full day on its own. Re-read the chapter, then redo its 122-question set.
- Day 26
Weak-area day
Still no new material. Re-drill only the questions you have missed so far — the practice engine can serve you exactly those.
- Day 27
Full timed mock #3
130 questions in 180 minutes, one sitting, no notes. We call you practice-ready at 70% or better on a full timed mock. That is PrepPass's bar for our own question bank, not the exam's passing score.
- Day 28
Review mock #3 · Client Recommendations and Portfolio Strategies
Review every miss from mock #3, then re-read Client Recommendations and Portfolio Strategies (30% of the exam) — the second-heaviest area is where a near-miss score is usually decided.
Final 2 days · Days 29–30
Consolidate and stop. Nothing new goes in.
- Day 29
Skim everything
One pass over all 4 content areas — headings and rules only. Nothing new goes in today.
- Day 30
Rest and logistics
No studying. Confirm your test center, your ID, and your start time, then sleep.
Practice stays free. The full Series 65 study guide is the material itself, taught start to finish — a downloadable PDF + EPUB you keep.
Start day 1 now
Laws, Regulations, and Ethics is the heaviest area on the blueprint at 31%, and 122 of our free questions cover it. Read the chapter, then drill it.
A study aid, not a substitute for the official material — always confirm current requirements with North American Securities Administrators Association (NASAA). The 70% target in week 4 is PrepPass's own practice-readiness bar on our question bank; it is not an official passing score. Last verified: September 2026.