Breaking: Series 65 to Add Cryptocurrency Questions
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
📰 Breaking: Series 65 to Add Cryptocurrency Questions
In a significant update for investment professionals, NASAA (North American Securities Administrators Association) has announced that the Series 65 exam will begin including cryptocurrency-related questions starting later this year. This marks the first time digital assets have been formally integrated into the licensing exam for investment adviser representatives (IARs).
🔍 What’s Changing?
- New Topics to Be Covered:
- Basic concepts of blockchain technology
- Types of cryptocurrencies (Bitcoin, Ethereum, stablecoins)
- Risks and volatility associated with crypto investments
- Regulatory considerations (SEC guidelines, state-level compliance)
- Suitability and fiduciary duty when advising clients on crypto
- Estimated Impact:
Crypto topics will make up approximately 5–8% of the exam, woven into existing sections on investment vehicles and ethics.
🛡️ Why This Matters
- 📈 Growing Market: As crypto moves into mainstream portfolios, regulators are ensuring advisers are prepared to discuss these assets responsibly and knowledgeably.
- 🛑 Compliance Focus: Many cases of fraud and misinformation have arisen around crypto. The exam will now test your ability to spot red flags and ensure investments align with client suitability.
🧠 How to Prepare
If you’re taking the Series 65 after the update goes live, be ready to:
- Learn the basics of blockchain and cryptocurrency functionality
- Study SEC/FINRA/NASAA guidance on digital assets
- Practice scenarios involving crypto allocation, disclosures, and risk discussions
- Use updated study guides that specifically mention cryptocurrency topics
🚀 Stay Ahead of the Curve
This update ensures that Series 65 licensees are equipped for modern advisory challenges. If you’re planning to take the exam soon, check whether your prep materials include crypto content.
👉 For updated study guides, practice questions, and expert tips, visit finra-exam-mastery.com and get fully prepared for the next evolution of the Series 65 exam.