a blog for the brave people about to face the Series 7 exam.
Friday, March 7, 2014
Suitability of Investment Recommendations - Free Online Class
Suitability of recommendations is an important part of your Series 7 exam. Use the link at the end of this brief post to sign up for a FREE class starting in just a few hours. We'll break down 10 practice questions similar to what will show up on your test, and we'll dig into key concepts including: time horizon, liquidity needs, investment objective, and risk tolerance as they relate to various investment vehicles. Sign up now!