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. Education-Related
- Login to track1.1 529s
- Login to track1.2 Coverdell IRA
- 2. Minors
- Login to track2.1 Uniform Transfers to Minors Act (UTMA)
- Login to track2.2 Uniform Gift to Minors Act (UGMA)
- Login to track3. Health-Savings Accounts (HSA)