Series 65 Last-Minute Review 2026: Every Formula & Rule to Memorize (Cram)
Chapters
- The Cram Plan
- Return and Risk
- Portfolio Measures
- Company Ratios
- Time Value and the Rule of 72
- Taxes and Retirement
- Adviser Registration
- Test Yourself
- Exam Day
Audio from the Open Exam Hub video of the same name; the video shows the numbers and practice questions on screen.
Taking the NASAA Series 65 tomorrow? This is the last-minute cram: real and after-tax return, standard deviation, beta, Sharpe and Treynor, CAPM, P/E and other company ratios, the rule of 72, capital gains and retirement ages, and adviser registration thresholds, plus a practice question. Facts checked as of October 2026.
Full guide
Series 65 cheat sheet
Free Series 65 practice questions
Timed Series 65 practice test
Series 65 study plan
Free practice questions, study guides and cheat sheets, no signup
Chapters
0:00 The Cram Plan
0:28 Return and Risk
1:05 Portfolio Measures
1:44 Company Ratios
2:19 Time Value and the Rule of 72
2:44 Taxes and Retirement
3:23 Adviser Registration
3:58 Test Yourself
4:21 Exam Day
Exam facts are from the official NASAA and FINRA pages as of 2026-10-17. Fees and rules can change, so confirm on the official site before you enroll. Open Exam Hub is an independent study resource, not affiliated with NASAA and FINRA. Practice questions are not from a real exam. Narration is an AI-generated voice.
Music
"Carefree" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
"Fresh Air" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
"Reminiscing" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
"Almost Bliss" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
Sound effects: Kenney (kenney.nl), CC0.
#Series65 #NASAA #examprep