Series 65 Exam Contents
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Accelerate your exam preparation with our study guide. Each exam subject below shows a brief lesson with condensed study notes, examples, term definitions, and practice problems.
III. Client Investment Recommendations and Strategies
- 1. Types of Ownership
- Login to track1.1 Joint Tenants with Rights of Survivorship (JTWROS)
- Login to track1.2 Tenants in Common (TIC)
- Login to track1.3 Tenancy by the Entirety (TBE)
- Login to track1.4 Community Property with Rights of Survivorship (CPWROS)
- Login to track2. Transfer-on-Death (TOD), Pay-on-Death (POD)
- Login to track3. Beneficiary Designation Including per Stirpes
- Login to track4. Trusts and Wills
- Login to track5. Qualified Domestic Relations Order (QDROs)
- Login to track6. Donor Advised Funds