Series 65 Exam Contents
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Accelerate your exam preparation with our study guide. Each exam subject below shows a brief lesson with condensed study notes, examples, term definitions, and practice problems.
I. Economic Factors and Business Information
- Login to track1. Business Cycles
- Login to track2. Monetary and Fiscal Policies
- 3. Global Factors
- Login to track3.1 Currency Valuation and Effective Exchange Rates
- Login to track3.2 Sovereign Debt
- Login to track3.3 Geopolitical
- Login to track4. Inflation, Deflation
- 5. Interest Rates, Yield Curves, Credit Spreads
- Login to track5.1 Interest Rates
- Login to track5.2 Yield Curves
- 6. Economic Indicators
- Login to track6.1 Gross Domestic Product (GDP)
- Login to track6.2 Employment Indicators
- Login to track6.3 Trade Deficit
- Login to track6.4 Consumer Price Index (CPI)
- 1. Financial Reports
- Login to track1.1 Income Statement
- Login to track1.2 Balance Sheet
- Login to track1.3 Statement of Cash Flow
- Login to track1.4 Corporate SEC Filings
- Login to track1.5 Annual Reports
- 2. Accounting Fundamentals
- Login to track2.1 Audited v. Unaudited
- Login to track2.2 Cash v. Accrual Accounting
- 1. Time Value of Money Concepts
- Login to track1.1 Internal Rate of Return (IRR)
- Login to track1.2 Net Present Value (NPV)
- Login to track1.3 Future Value (FV)
- 2. Descriptive Statistics
- Login to track2.1 Mean
- Login to track2.2 Median
- Login to track2.3 Mode
- Login to track2.4 Range
- Login to track2.5 Standard Deviation
- Login to track2.6 Alpha
- Login to track2.7 Beta
- Login to track2.8 Correlation
- 3. Financial Ratio Interpretation and Calculation
- Login to track3.1 Current Ratio
- Login to track3.2 Quick Ratio
- Login to track3.3 Debt-to-Equity Ratio
- 4. Valuation Factors, Interpretation and Calculation
- Login to track4.1 Price-to-Earnings
- Login to track4.2 Price-to-Book
- 1. Systematic Risks
- Login to track1.1 Interest Rate Risk
- Login to track1.2 Sector Risk
- Login to track1.3 Geopolitical Risk
- 2. Unsystematic Risks
- Login to track2.1 Credit Risk
- Login to track2.2 Legal, Regulatory Risk
- Login to track2.3 Financial Risk
- Login to track2.4 Issuer Specific Risk
- Login to track3. Opportunity Cost
- 4. Capital Structure Including Liquidation Priority
- Login to track4.1 Debt
- Login to track4.2 Preferred Stock
- Login to track4.3 Common Stock