YOUR SERIES 65 STUDY ROOM

Make the concepts
click.

Start with the words. Connect the ideas. Then put your understanding to work—with a study space built around how you learn.

Plain-English explanations. Self-paced practice. Room to think.

YOUR NEXT AHA MOMENT01 / 03
BONDS · PRICE & YIELD

When market yields rise,
what happens to bond prices?

Market yield↑
Existing bond price↓

New bonds offer more competitive returns. An existing fixed-rate bond generally needs a lower price to compete.

✦ Same payments. Different price.
BUILT FOR THE SERIES 65
Economics & analysis
Investment vehicles
Client strategies
Laws & ethics
UNDERSTANDING BEFORE MEMORIZATION

A clearer way
through the material.

You don’t need to know every term before you begin. Build a foundation, practice recalling it, and return to the ideas that need another look.

01

Learn the language.

Plain-English vocabulary and concrete examples make unfamiliar financial terms easier to follow.

02

See the connection.

Guided lessons, concept cards, and visual labs help you understand how the ideas fit together.

03

Practice with purpose.

Check your recall, read the explanation, and keep a review queue for concepts you want to revisit.

MORE THAN A QUESTION BANK

Your tools. Your pace.

Explore the workspace ↗
01 / FOUNDATION

Guided learning

Move from an idea to its vocabulary, related concepts, and a short check.

02 / RECALL

Cards & practice

Study meanings, flip concept cards, and build focused practice sets with answer explanations.

03 / EXPLORATION

Visual labs

Explore bond prices, compound growth, tax-equivalent yields, and portfolio risk by changing the inputs.

04 / ORGANIZATION

Your own study home

Arrange dashboard widgets, keep multiple activities open, and collect notes and checklists in your notebook.

05 / SUPPORT

An AI study tutor

Ask for another explanation when an idea isn’t clicking. Account access and usage limits apply.

06 / CONTINUITY

A place to return to

Sign in to save your progress and workspace to your account, so your next session has a starting point.

START SMALL. GO DEEPER.

A room to start.
A toolkit to grow.

Try the foundations with Free Starter. Full opens every lesson, practice set, and visual lab.

Free Starter

$0

First lesson, starter cards and vocabulary, your notebook, and a personal dashboard.

Start free →

Full

$15 /month

All lessons, vocabulary, concept cards, practice, visual labs, and a monthly AI allowance.

See upgrade options →Checkout availability shown in the app.
BEFORE YOU BEGIN

A few useful answers.

Is this an official Series 65 course?

No. Series 65 Lab is independent, supplemental study software. It is not affiliated with NASAA or FINRA and does not guarantee an exam result.

Can I try the app before signing in?

You can open the workspace and explore the available introductory content. Sign in for account sync. The app shows any access requirements for additional content and AI features.

Does a progress score mean I’m exam-ready?

No. Progress and confidence ratings help organize your learning. They are not a prediction of passing or a substitute for comprehensive exam preparation.

What makes the workspace personal?

You choose Home widgets, organize notes, keep activity tabs open, and mark concepts for review. Signed-in workspaces sync with your account.

START WITH ONE IDEA

A little more clarity.
A better next study session.

Enter your study room →