Review the economics, business information, accounting, analytical methods, and risk concepts tested in the first Series 65 domain.
The first Series 65 chapter covers the macro and analytical base that sits underneath investment advice. NASAA expects candidates to understand how economic conditions, financial reporting, and risk concepts shape real recommendations instead of treating them as background trivia.
Read this chapter from the outside in. Start with the economy and market context, move into financial statements and accounting, then finish with analytical tools and risk measures that help advisers compare opportunities and frame client conversations.