Debt Securities Explained for the Series 65 Exam! | Bonds, Interest Rates & Risk!

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This Series 65 exam lesson explains debt securities, focusing on how bonds work, the risks they carry, and how NASAA expects investment advisers to assess interest rate risk, credit risk, and suitability.

This long-form, regulator-first lesson is designed to help candidates avoid common Series 65 mistakes around fixed income, especially the assumption that bonds are always “safe.”

This lesson covers:
• What debt securities represent (lender vs borrower relationship)
• Bonds vs equities explained clearly
• Interest rate risk and the inverse price relationship
• Credit risk and credit ratings
• Maturity, coupon rates, and price sensitivity
• Reinvestment risk and inflation risk
• Liquidity and call risk
• Government, corporate, and municipal bonds
• Common Series 65 exam traps involving income and safety

This lesson is essential for answering Series 65 questions on fixed income suitability, portfolio construction, and risk management, particularly for conservative and income-focused clients.

Ideal for:
Series 65 candidates
Investment adviser exam preparation
NASAA exam strategy
Regulatory and ethics-focused revision
Long-form Series 65 study podcasts
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Рефинансирование кредита
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