Study for the Series 65 Exam - Softcover

Eder, Bob

Softcover

ISBN 10: 147012601X ISBN 13: 9781470126018

Publisher: CreateSpace Independent Publishing Platform, 2015

Synopsis

Bob Eder has thoroughly revised Study for the Series 65 Exam to reflect the new provisions of the Tax Cuts and Jobs Act of 2017. Included are discussions of the new corporate maximum tax rate of 21 percent, the new maximum personal income rate of 37 percent, and the ability to use 529 Plans to fund education expenses of Grades K through 12 in private schools. Other topics include alternative investments, asset-back securities, inverse and leveraged funds, "soft dollars," standard deviation calculations, rules on political contributions, and much more. Study for the Series 65 Exam is a study guide for those persons who plan to take the Series 65 exam, necessary to become registered as investment adviser representatives. Passing the exam is necessary for those who wish to take compensation for giving investment advice. Study for the Series 65 Exam includes both applicable rules and practice questions designed to test the reader's comprehension. What makes this book special is the insertion of practice questions throughout the text. Each question challenges the reader, and asks him/her to make an immediate decision on what was just read. Every question comes with an immediate answer and clear explanation of why the answer is correct or incorrect. The presence of the practice questions and immediate feedback embedded throughout Study for the Series 65 Exam gives the reader an important edge in comprehension and retention.

About this title

About the Author

Bob Eder taught securities exam classes for many years. In the course of conducting classes, Bob developed innumerable friends in the securities industry. Former students of Bob Eder still stop him to say hello and reminisce about their classroom experiences.

 
Some years ago, Bob Eder became a student himself at the University of Utah Quinney College of Law. After graduating with a J.D. degree, Bob practiced law for several years. Today Bob Eder devotes his time to writing and editing study texts for the various securities industry exams.

From the Back Cover

"Attending one of Bob Eder's securities classes years ago was an unforgettable experience . . . . Bob taught classes with thorough familiarity and unmatched enthusiasm for the subject. I know that thousands in the securities industry benefited from his knowledge . . . I most happily recommend this book for those thinking about becoming investment adviser representatives or for those who simply want to learn more."

Roger M. Smedley, MBA, CFP,

President, Smedley Financial Services, Inc.

From the Inside Flap

Completely updated to reflect the new changes of Regulation Best Interest and tax changes of the Tax Cuts and Jobs Act of December 2017.

Edition details

• Publisher: CreateSpace Independent Publishing Platform
• Publication date: 2015
• Language: English
• ISBN 10: 147012601X
• ISBN 13: 9781470126018
• Binding: Paperback
• Number of pages: 439