About Financial Terms

A study guide for financial terms and the Series 65 exam.

What this is

A free study tool covering 327 financial terms across 16 units, plus 130 original practice questions for the Series 65 exam. Each term has a plain-English definition, a worked example, and a note on the term it is most often confused with. The study app adds spaced review, so terms come back on a schedule instead of being read once.

How the content is made

Definitions are written from primary sources. Exam material follows the publicly available NASAA content outline effective 2023-06-12, and every figure - contribution limits, registration thresholds, penalties - is checked against the regulator or agency that publishes it, with the check dates recorded. Practice questions are written from that outline and are not actual exam questions.

Who makes it

Retention. Corrections and questions are welcome at [email protected] - if you spot something out of date, please say so.

Important limits

This site is educational only and is not investment advice, and it is not affiliated with NASAA, FINRA, or any exam provider. Please read the full disclaimer.