Series 65
Sign in
Sign up
Purchase
Textbook
Practice exams
Support
How it works
Resources
Exam catalog
Textbook
Introduction
1. Investment vehicle characteristics
1.1 Equity
1.2 Debt
1.2.1 The basics
1.2.2 Features
1.2.3 Corporate securities
1.2.4 Types of corporate securities
1.2.5 Convertible corporate bonds
1.2.6 US government securities
1.2.7 Federal agencies
1.2.8 Municipal securities
1.2.9 Bank products, Eurodollars, & Eurobonds
1.2.10 Yield types
1.2.11 Yield relationships
1.2.12 Duration & volatility
1.2.13 Tax implications
1.2.14 Discounted cash flow
1.2.15 Suitability
1.3 Pooled investments
1.4 Derivatives
1.5 Alternative investments
1.6 Insurance
1.7 Other assets
2. Recommendations & strategies
3. Economic factors & business information
4. Laws & regulations
Wrapping up
1.2.1 The basics
