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.
II. Investment Vehicle Characteristics
- 1. U.S. Government Securities
- Login to track1.1 Treasury Securities
- Login to track1.2 Treasury Inflation-Protected Securities (TIPS)
- Login to track2. Asset-Backed Securities
- Login to track3. Corporate Bonds
- 4. Municipal Bonds
- Login to track4.1 General Obligation
- Login to track4.2 Revenue
- Login to track4.3 Insured
- Login to track4.4 Tax Implications
- 5. Foreign-Issued Bonds
- Login to track5.1 Government, Sovereign Debt
- Login to track5.2 Corporate Debt
- Login to track6. Convertible Bonds
- 1. Fixed Income Characteristics
- Login to track1.1 Coupon v. Zero Coupon
- Login to track1.2 Maturity
- Login to track1.3 Pricing - Par, Premium, or Discount
- Login to track1.4 Discounted Cash Flow
- 2. Yield
- Login to track2.1 Nominal Yield
- Login to track2.2 Current Yield
- Login to track2.3 Yield to Maturity
- Login to track2.4 Real Yield
- 3. Callable Bonds
- Login to track3.1 Call Features
- Login to track3.2 Yield to Call
- Login to track3.3 Yield to Worst
- 4. Fixed-Income Risk
- Login to track4.1 Risk
- Login to track4.2 Market Liquidity
- Login to track4.3 Bond Ratings
- Login to track4.4 Duration
- Login to track4.5 Credit Spread
- Login to track4.6 Liquidation Preference
- 5. Taxation of Fixed-Income Investments
- Login to track5.1 Tax Implications
- Login to track5.2 After-Tax Yield
- Login to track5.3 Tax-Equivalent Yield
- Login to track6. Convertible Bond Conversion Valuation