The Financial Academy
The Fastest Start in Financial Services!
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General Course Information

Insurances Courses - - > 8:30am - 5:30pm
NASD Courses - - > 8:30am - 5:30pm
Classes begin and end on time - dress is casual.
All classes held at

The Financial Academy
2809 Emerywood Parkway, Suite 380 Richmond, VA 23294
Call 804-672-PASS
or ENROLL ONLINE!

CLICK HERE FOR SCHEDULES

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Insurance Pre-License Courses


Life and Health Insurance
      Combines Life and Annuities Insurance
      with Health Insurance in a 2 Day or 4 Day
      format. Both LIVE and Proctored Multimedia
      format.

Life and Annuities Insurance
      Presents Life and Annuities Insurance
      in a 1 Day FAST Class or 2 Day format
      format. Both LIVE and Proctored Multimedia
      format.

Health Insurance
      Presents Health Insurance
      in a 1 Day FAST Class or 2 Day format
      format. Both LIVE and Proctored Multimedia
      format.

Property & Casualty Insurance
      Presents Property & Casualty Insurance
      in a 4 Day Proctored Multimedia
      format.


Personal Lines Insurance
      Presents Personal Lines (Non-Commercial)
      Insurance in a 3 Day
      Proctored Multimedia format.


Bail Bonds Exam Preparation
      Presents information to prepare you
      for the Bail Bond Insurance exam.


NASD Registration Courses


Series 6
      For mutual funds and variable products.
      Presented in both LIVE and
      Proctored Multimedia format.
      
Series 7
      For the full range of securities, including
       individual stocks and bonds. Both
       LIVE and Proctored Multimedia format.
      
Series 26
      Principal Registration for those involved
      in sales management or training of
      SERIES 6 reps.


Series 63
      This 4 hour Proctored Multimedia
      class covers material required under
      the Uniform State Securities Law.


Series 65 and Series 66
      Investment Advisor Representative (IAR)
      for financial planners and other
      fee-based financial consultants.


Continuing Education Courses


The 2004 Continuing Education Schedule will be published
in March 2004.

Send an e-mail to us
if you wish to be notified
when it is published.

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Insurance Pre-License Courses

    Life and Health Insurance License Examination

Virginia’s computerized Combined Life and Health Insurance License Examination contains 150 questions, with a 2˝-hour time limit. The most recent statewide pass ratio is 53%. The overall pass ratio for Financial Academy graduates who follow all of our simple guidelines is nearly 100%.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your license examination.

Major topics covered include:

1. General Insurance
2. Regulations
3. Life Basics
4. Life Policies
5. Life Policy Provisions
6. Annuities
7. Life & Annuity Taxation
8. Qualified Plans
9. Health Basics
10. Health Policy Provisions
11. Disability Income
12. Medical Expense Plans
13. Group Health Insurance
14. Dental Insurance
15. Seniors / Special Needs
16. Health Taxation

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    Life and Annuities Insurance License Examination

Virginia’s computerized Life and Annuities Insurance License Examination contains 100 questions, with a 2-hour time limit. The most recent overall statewide pass ratio is 53%. The overall pass ratio for Financial Academy graduates who follow all of our simple guidelines is nearly 100%.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your license examination.

Major topics covered include:

1. General Insurance
2. Regulations
3. Life Basics
4. Life Policies
5. Life Policy Provisions
6. Annuities
7. Life & Annuity Taxation
8. Qualified Plans

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    Health Insurance License Examination

Virginia’s computerized Health Insurance License Examination contains 100 questions, with a 2-hour time limit. The most recent overall statewide pass ratio is 53%. The overall pass ratio for Financial Academy graduates who follow all of our simple guidelines is nearly 100%.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your license examination.

Major topics covered include:

1. General Insurance
2. Regulations
3. Health Basics
4. Health Policy Provisions
5. Disability Income
6. Medical Expense Plans
7. Group Health Insurance
8. Dental Insurance
9. Seniors / Special Needs
10. Health Taxation

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    Property and Casualty Insurance License Examination

Virginia’s computerized Property and Casualty Insurance License Examination contains 150 questions, with a 2˝-hour time limit. The most recent overall statewide pass ratio is 47%. The overall pass ratio for Financial Academy graduates who follow all of our simple guidelines is nearly 100%.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your license examination.

Major topics covered include:

1. General Insurance
2. Regulations
3. Property and Casualty Insurance Basics
4. Dwelling Policy
5. Homeowners Policy
6. Automobile Insurance
7. Commercial Package Policy
8. Business Owners Policy
9. Workers Compensation
10. Other Coverages and Options

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    Personal Lines Insurance License Examination

Virginia’s computerized Personal Lines Insurance License Examination contains 100 questions, with a 2-hour time limit. The most recent overall statewide pass ratio is 47%. The overall pass ratio for Financial Academy graduates who follow all of our simple guidelines is nearly 100%.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your license examination.

Major topics covered include:

1. General Insurance
2. Regulations
3. Property and Casualty Insurance Basics
4. Dwelling Policy
5. Homeowners Policy
6. Automobile Insurance
7. Other Coverages and Options

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    Bail Bonds Insurance License Examination

Virginia’s computerized Bail Bonds Insurance License Examination contains 65 questions, with a 90 minute time limit. The Property-Casualty License is also required to apply for the Bail Bonds License.

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NASD Registration Courses

    Series 6 Examination

Series 6 is the qualification examination for registration with a NASD member as an Investment Company Products/Variable Contracts Representative. Registered representatives in this limited category of registration are permitted to transact a member's business in redeemable securities of companies registered pursuant to the Investment Company Act of 1940 (mutual funds and UIT shares), securities of closed-end funds during the period of original distribution only, and variable contracts and insurance premium funding programs.

The NASD exam is administered at Sylvan Prometric computerized testing centers. Series 6 contains 100 questions with 135 minutes of testing time. The passing score is 70%.

The average study time for Series 6 is about 60 hours. The 2-day Financial Academy course can save you several weeks of study time.

After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your qualification examination.

Major topics covered include:

1. Securities and Markets; Investment risk and policies
2. Investment Companies, Taxation and Customer Accounts
3. Variable Insurance Products and Retirement Plans
4. Securities Industry Regulations

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    NASD Series 7 Qualification Examination

Series 7 is the exam requirement for Registered Representatives of a NASD member firm. This registration qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts.

The NASD exam is administered at Sylvan Prometric computerized testing centers. Series 7 contains 250 multiple choice questions - administered in two parts of 125 questions each; 3 hours testing time for each part. The passing score is equivalent to 70% on a standard 250-question test.

The average study time for Series 7 is about 200 hours. The 5-day Financial Academy course can save you many weeks of study time. After you complete this course and diligently review all sections of the Plain English textbook, you will be ready to succeed on your qualification examination.

Major topics covered include:

1. Seeks business for the broker-dealer through customers and potential customers.
2. Evaluates customers in terms of financial needs, current holdings, and available investment capital, and helps them identify their investment objectives.
3. Provides customers and prospective customers with information on investments and makes suitable recommendations.
4. Opens, transfers, and closes customer accounts and maintains appropriate account records.
5. Explains the organization, participants, and functions of various securities markets and the principal factors that affect them.
6. Obtains and verifies the customer’s purchase and sale instructions, enters orders, and follows up on completion of transactions.
7. Monitors the customer's portfolio and makes recommendations consistent with changes in economic and financial conditions as well as the customer's needs and objectives

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    NASD Series 26 Qualification Examination

Series 26 is the qualification examination for registration as an Investment Company Products/Variable Contracts Limited Principal. Registered principals in this limited category of registration are permitted to function as principals in a member’s investment banking and securities business in redeemable securities of companies registered pursuant to the Investment Company Act of 1940 (mutual funds and UIT shares), securities of closed-end funds during the period of original distribution only, and variable contracts and insurance premium funding programs.

The NASD exam is administered at Sylvan Prometric computerized testing centers. Series 26 contains 110 questions with a 150 minutes of testing time. The passing score is 70%.

The average study time for Series 26 is about 60 hours. The 2-day Financial Academy course can save you several weeks of study time. After you complete this course and diligently review all sections of the textbook, you will be ready to succeed on your qualification examination.

Major topics covered include:

1. Hiring and Qualification
2. Training of Representatives
3. Supervision
4. Sales Practices
5. Business Processing and Recordkeeping Rules

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    NASAA Series 63 Examination

The Series 63 exam covers the principles of state securities regulation reflected in the Uniform Securities Act (with the amendments adopted by NASAA and rules prohibiting dishonest and unethical business practices). The examination is intended to provide a basis for state securities administrators to determine an applicant's knowledge and understanding of state law and regulations.

Successful completion of the Uniform Securities Agent State Law Examination does not relieve a candidate of the personal responsibility to know and to abide by the specific requirements of the securities laws and regulations of the states in which the candidate transacts business. Furthermore, although successful completion of the examination may satisfy a portion of the requirements of a particular state, it does not convey the right to transact business prior to being granted a license or registration by that state.

The Series 63 exam is administered at Sylvan Prometric computerized testing centers. Series 63 contains 65 questions with 75 minutes of testing time. 60 of the questions are counted, and the passing score is 70%.

The Series 63 exam is not to be taken lightly. Since the exam is taken not just by Series 6 reps, but also by Series 7 and 65 reps, the pool of examinees is more experienced and the Series 63 requires diligent preparation.

After you complete this course and diligently review all sections of the textbook, you will be ready to succeed on Series 63. The average study time for Series 63 is about 20 hours. The 4-hour Financial Academy course can save you weeks of study time.

Major topics covered include:

1. Registration of Persons
2. Securities
3. Business Practices
4. Administrative provisions and other remedies

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    NASAA Series 65 Examination

Series 65 is the qualification examination for investment adviser representatives. The exam covers topics that have been determined to be necessary to understand in order to provide investment advice to clients.

Successful completion of the Uniform Investment Adviser Law Examination does not relieve a candidate of the personal responsibility to know and to abide by the specific requirements of the securities laws and regulations of the states in which the candidate transacts business. Furthermore, although successful completion of the examination may satisfy a portion of the requirements of a particular state, it does not convey the right to transact business prior to being granted a license or registration by that state.

The Series 65 exam is administered at Sylvan Prometric computerized testing centers. Series 65 contains 130 questions with 180 minutes of testing time. The passing score is 68.5%. After you complete this course and diligently review all sections of the textbook, you will be ready to succeed on your qualification examination.

The average study time for Series 65 is about 100 hours. The 3-day Financial Academy course can save you many weeks of study time.

Major topics covered include:

1. Economics and Analysis
2. Investment Vehicles
3. Investment Recommendations and Strategies
4. Legal and Regulatory Guidelines, including Prohibition on Unethical Business Practices

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    NASAA Series 66 Examination

Series 66 is only available to Series 7 Registered Representatives. The Series 66 Uniform Combined State Law Examination combines Series 65 and Series 63 requirements into a single test.

The Series 66 exam is administered at Sylvan Prometric computerized testing centers. Series 66 contains 110 questions with 180 minutes of testing time. 100 of the questions count, and the passing score is 71%.

After you complete this course and diligently review all sections of the textbook, you will be ready to succeed on your qualification examination.

The average study time for Series 66 is about 100 hours. The 3-day Financial Academy course can save you many weeks of study time.

Major topics covered include:

1. Investment Analysis, Recommendations, and Strategies (20 questions)
2. Legal and Regulatory Guidelines, including Prohibition on Unethical Business Practices(80 questions)

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Copyright 2004 The Financial Academy, Ltd.
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