Series 65 exam-day and final-week checklist

Use FINRA and your test provider for authoritative appointment instructions. The Series 65 is generally delivered at test centres; online delivery is limited to approved testing accommodations.

In the final week

• Confirm appointment, identification and travel requirements.
• Complete one final realistic simulation early enough to repair issues.
• Review the current outline and recurring errors.
• Avoid cramming new, unverified summaries.

During the exam

• Remember that all 140 items require attention even though 10 are unscored.
• Use a two-pass strategy and protect a final review window.
• Read for person, activity, jurisdiction and client constraint.
• Do not infer your result from how difficult one section feels.