Eclipse Prep teaches every topic on the official outline, drills you until it sticks, and keeps a tutor on hand for the questions you can’t shake. The Series 65 is first.
Get a question wrong, tap the eclipse, and ask whatever’s bugging you. The tutor already knows which question you’re on and what you picked, so the answer is about your mistake, not a textbook paragraph.
A CPA answers occasional investment questions during tax engagements and charges no separate fee for the advice. Under the Uniform Securities Act she is:
Not quite. The answer is A.
The professional exclusion holds when advice is solely incidental and there is no special compensation. A separate advice fee would collapse it.
NextGood instinct, but the Act carves her out. Professionals are excluded when the advice is solely incidental to their practice and they get no special compensation for it. Both are true here.
Remember LATE: lawyers, accountants, teachers, engineers.
The trap is D. It becomes right the moment she bills separately for advice.
A short lesson, three real exam questions, and the tutor. No sign-up.
Each exam gets its own lessons, question bank, and practice tests, built against its own outline. We add the next one when it’s as complete as the last.
Eclipse Prep covers all four sections in 32 lessons and 2,000 practice questions, weighted the same way the exam is.
A short diagnostic finds what you already know, so you don’t spend week one on it.
Every outline topic, with the rule, the trap the exam sets, and a quick check before you move on.
Questions by topic. The ones you miss come back a day or two later until they stop being misses.
Full 130-question tests on a 180-minute clock, scored against 92, with no hints until the end.
I spent years running credit risk and data science at a consumer lender, and now I’m building my own fintech company. To register it as an investment adviser, I had to pass the Series 65 myself. The study material I found didn’t work for me. I bought the standard book and couldn’t get through a page without falling asleep. Reading is passive, and we learn best by doing: working a problem, getting it wrong, and having someone explain why. That back-and-forth with a good teacher is one of the most reliable ways to make knowledge stick.
So I built my own. My PhD is in cognitive neuroscience, the study of how people learn and remember, and for the last few years I’ve built AI systems for companies as a consultant. I used that background to build the app I wanted: lessons that teach the rule and the trap behind it, questions that come back until they stick, and a plan that knows how many days are left. Most of all I wanted a tutor worth talking to. Not a chatbot, but something more like a friend who already aced the test, speaks your language, and will explain why in the middle of a late-night study session. It worked. It was the only thing I studied with, and I passed. I figured it might work for other people too.
Every lesson is checked line by line against the NASAA outline and the current rules, and the dollar figures are the 2026 ones. If you ever spot something wrong, tell me and I’ll fix it for everyone.
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