Van Dalsem Finance Lab

Providing investment professionals education, training, and data.

Videos

Financial modeling tutorials and investing explainers on YouTube — free, practical, and tailored for advisors and curious investors.

Watch on YouTube

Series 65 Exam Videos

74 dedicated video lessons covering the full Series 65 exam curriculum — economics, accounting, valuation, risk, and more.

Watch the lessons

Series 65 Exam Practice

Test your knowledge with interactive practice quizzes designed for the Series 65 exam — a free tool for advisors preparing for registration.

Start practicing

Financial Statement Data

Search any U.S. public company and browse every financial concept it reports to the SEC — filter by 10-K or 10-Q, view the full time series, and download the data as CSV.

Explore data

Economic Data

Search FRED (Federal Reserve Economic Data), combine multiple economic series into one table, add calculated columns like spreads and real rates, and download the dataset.

Explore economic data

Factor Simulator

Set a portfolio's exposure to the market, size, value, profitability, and investment factors — then see how that mix would have performed historically and how it might range going forward.

Open the simulator

Market Update

Timely market summaries and key metrics to keep you informed about the latest financial market developments.

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Get in Touch

Have a question about our training or videos? We would love to hear from you.