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Kavanah Courses — Free
Seven free courses in two tracks. Three are about running work: the Kavanah product manual, the discipline of management and the methodology behind it, and five thousand years of the craft itself. Four prepare you for the securities licensing exams — the SIE, the Series 7, the Series 63 and the Series 82 — sourced to the rules themselves. Start wherever your gap is.
Beginner to expert on the actual application — every page, every setting, every workflow.
The product manual, taught as a course. It walks the whole application surface by surface: projects and the task board, clients and the deal room, chat, mail and calendar, time, planning, reports, the knowledge base, and the KVN charter. Then it goes deep on the AI agent — what it can actually do, how to talk to it, how to govern it with autonomy levels and action policies, and how to hire AI Employees that run recurring work on their own. It ends with integrations, the developer surfaces, workspace administration, and the daily and weekly rhythms an expert operator actually runs.
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The discipline of management, taught against the surfaces you already use.
A practical course for managers, founders, and tech leads running real teams. It teaches the four primitives of management — direct, allocate, feedback, consequence — the KVN methodology that Kavanah is built around, and the discipline of running a workspace where an agent does some of the work. Every lesson ends with a concrete action you take inside the product and a metric you watch to see whether the action is working.
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Five thousand years of the craft, from the granaries of Sumer to the age of the agent.
From the granaries of Sumer to the spreadsheets of Silicon Valley, every generation rediscovered the same craft and gave it a new name. This book is a guided tour through 5,000 years of management — beginning where every great manager begins, with the discipline of the self — and tracing what we borrowed, what we forgot, and what still works.
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The foundation exam, taught from the rules themselves.
A complete preparation course for the SIE, the co-requisite half of every representative registration and the one exam anyone aged 18 or over may sit without a firm behind them. It covers the four published sections — capital markets, products and their risks, trading and customer accounts, and the regulatory framework — weighted to FINRA's own item allocation, with every outside-world claim traced to the rule, the regulation or the statute behind it. Designed to be read before the Series 7 course in this catalogue, which assumes this material rather than repeating it.
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The securities broker licence, taught from the rules themselves.
A complete preparation course for the Series 7, the exam that — together with the SIE co-requisite — produces the General Securities Representative registration. It covers every product family the exam tests: equities, corporate and government debt, municipal securities, packaged products, options, margin, new issues, customer accounts, taxation and the conduct rules. Every claim is traced to a primary source — the FINRA and MSRB rulebooks, the Code of Federal Regulations, the Internal Revenue Code — rather than to a second-hand summary, and the module weighting follows the exam's own published item allocation rather than what is comfortable to teach.
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The state law exam, taught from the Act and the statements of policy.
A complete preparation course for the Series 63, NASAA's state law exam for broker-dealer agents. It covers the Uniform Securities Act as amended by NASAA, the registration of broker-dealers, agents, advisers and securities, and — carrying 45 percent of the exam between them — the communication and ethical conduct standards that decide whether a career lasts. Every claim is traced to the statute, the statement of policy or the rule behind it, including the NASAA materials the exam's own study guide names as testable.
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The private placement licence, taught from Regulation D itself.
A complete preparation course for the Series 82, the narrow FINRA licence that permits a representative to effect sales in a primary offering not involving a public offering. It covers the exemption framework the whole private market rests on — Regulation D, Regulation A, Regulation S, crowdfunding, the intrastate rules and the resale exemptions — then the work itself: distributing an offering, the reasonable investigation a firm owes before recommending one, what may be said while selling it, and the customer, disclosure and record obligations that follow. Every claim is traced to the rule behind it, and where FINRA's own 2020 content outline has gone stale, the current text is what is taught.
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