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. Strategies
- Login to track1.1 Strategic Asset Allocation
- Login to track1.2 Tactical Asset Allocation
- 2. Styles
- Login to track2.1 Active
- Login to track2.2 Passive
- Login to track2.3 Growth
- Login to track2.4 Value
- Login to track2.5 Income
- Login to track2.6 Capital Appreciation
- Login to track2.7 Momentum
- 3. Techniques
- Login to track3.1 Diversification
- Login to track3.2 Sector Rotation
- Login to track3.3 Purchasing or Selling Options
- Login to track3.4 Leveraging
- Login to track3.5 Volatility Management
- Login to track3.6 Inverse Strategies
- Login to track3.7 High Frequency Trading