Brian Lee – Series 65 Video Course
Brian Lee – Series 65 Video Course
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Description
Brian Lee – Series 65 Video Course
Brian Lee will show you everything you need to know to pass the exam. Brian has helped students pass their exams for over 20 years and is one of the most dynamic instructors in the country. It’s the closest thing to a live class.
Over the course of 20 years, Brian Lee has helped students pass their exams. The founder of Test Exam Prep, Brian began teaching Series 7 in 1995 in Portland, Or and Seattle.
The curriculum for the course.
The first module. The introduction of StartSeries 65. Class Notes can be started. Economics and Business Information is the first lesson. StartLesson 2 is Quantitative Analysis. Investment vehicles are part of module 2. StartLesson 1 is Equity Securities. StartLesson 2 is Debt Securities. StartLesson 3 is about analyzing debt and equity securities. StartLesson 4 is Gov’t and Municipal Securities. Cash & Cash Equivalent is the fifth lesson. StartLesson 6 is Investment Co. StartLesson 7 is about options, futures and forwards. StartLesson 8 is about alternative investments. StartLesson 9 is about insurance-based products. Investment strategies and client recommendations are included in module 3. StartLesson 1 is about types of clients. StartLesson 2 is about trust. There was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a time when there was a StartLesson 3 is Client Objectives and Recommendations. StartLesson 4 is Capital Market Theory. StartLesson 5 is Portfolio Management Styles. StartLesson 6 is about retirement plans. StartLesson 7 is Taxation and ERISA Guidelines. StartLesson 8 is about special accounts. StartLesson 9 is about trading. Start Performance Formulas. The fourth module is Laws, Regulations and Ethical Practices. StartLesson 1 is Federal Laws. StartLesson 1.1 – Definitions (B/D’s & Agents). Definitions (Investment Advisers) is the second lesson. StartLesson 3 registration of advisers and reps. There is an investment advisor definition in StartLesson 3. StartLesson 4 is about registration procedures in the U.S.A. StartLesson 5 is Securities registration and exemptions. Powers of the Administrator is the sixth lesson. Investment Advisers Act 1940 and Ethics areLesson 7. StartLesson 8 – Conflicts StartClosing Remarks Practice exams. The final start practice. There are additional practice questions.
Proof Content
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