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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.
- Format: Pocket/Paperback
- ISBN: 9781470126018
- Språk: Engelska
- Antal sidor: 440
- Utgivningsdatum: 2015-07-22
- Förlag: Createspace Independent Publishing Platform