Series 7 Exam Prep - Guru does Suitability in Sixty Minutes!

   • Series 7 Exam Prep Guru Suitability Exam E...   Suitability Exam Time stamps: 00:00 Introduction 2:14 Equity securities 2:32 Common stocks best hedge for inflation 3:08 Dividends for income 3:27 Blue chip stocks 4:04 ADRs 5:30 Debt securities 5:35 For customers seeking income 5:55 Bonds pay interest semi-annually 6:19 Interest is fully taxed 7:17 Convertible bonds 8:15 Callable 9:09 High yield bonds 10:17 Zero coupon bonds 10:53 Income or adjustment bonds 11:37 CMOs 12:43 Money market securities 13:33 United States government debt 14:53 TIPs 15:48 Agency issues (GNMA, FHLMC, and FNMA) 17:11 Laddered bond portfolio 18:06 Municipal securities 20:07 Municipal notes 21:35 Options 24:00 Short put as alternative to buy limit order 25:00 Hedge positions 26:03 Covered call 26:40 Protective put 27:27 Spreads 29:26 Long straddle 29:45 Short straddle 30:17 Short straddles have UNLIMITED RISK 31:30 Investment Company Products 34:45 Equity income fund 35:22 Sector fund 35:35 Special situation fund 36:50 Index fund and efficient market hypothesis 38:19 Foreign stock funds 40:18 Balanced funds 40:48 Asset allocation fund 40:53 Money market fund 40:52 Lifecycle funds 41:19 Closed end funds 42:12 ETFs 43:25 A shares, B shares, and C shares 44:19 Leveraged funds 44:50 Inverse funds 45:06 Hedge funds 45:44 Retirement Plans 46:00 Deferred comp 46:38 IRAs 47:45 Roth IRAs 48:64 Keogh Plans 51:23 Defined benefit 51:39 Defined contribution 51:49 401(k) 52:17 Coverdell 53:28 529 plans 53:57 Prepaid tuition plans 54:16 Annuities 55:45 Settlement options in an annuity 57:45 Direct participation programs (partnerships)