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Series 66 Exam: Study Guide & Practice

Course Summary

This comprehensive study guide can make sure you are ready for your Series 66 exam. You'll have all the study tools you need at your fingertips, from clearly-written text and video lessons, to helpful worksheets and quizzes.
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16 chapters in Series 66 Exam: Study Guide & Practice

Course Practice Test

Check your knowledge of this course with a 50-question practice test.
  • Comprehensive test covering all topics
  • Detailed video explanations for wrong answers
Week {{::cp.getGoalWeekForTopic(0, 16)}}
Ch 1. Analytical Methods in Investment {{cp.topicAssetIdToProgress[655775].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - How to Calculate Internal Rate of Return: Definition & Formula Score: {{cp.lessonAssetIdToProgress[16065].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16065].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16065].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16065].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - How to Calculate Net Present Value: Definition, Formula & Analysis Score: {{cp.lessonAssetIdToProgress[16029].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16029].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16029].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16029].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - How to Calculate Mean, Median, Mode & Range Score: {{cp.lessonAssetIdToProgress[2388].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[2388].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[2388].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[2388].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Calculating the Standard Deviation Score: {{cp.lessonAssetIdToProgress[2389].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[2389].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[2389].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[2389].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What is Alpha in Finance? - Definition & Formula Score: {{cp.lessonAssetIdToProgress[243753].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243753].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243753].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243753].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - What is Beta in Finance? - Definition & Formula Score: {{cp.lessonAssetIdToProgress[243755].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243755].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243755].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243755].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - How to Calculate Sharpe Ratio: Definition, Formula & Examples Score: {{cp.lessonAssetIdToProgress[243589].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243589].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243589].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243589].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Correlation: Definition, Analysis & Examples Score: {{cp.lessonAssetIdToProgress[64766].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[64766].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[64766].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[64766].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Current Ratio in Accounting: Definition, Formula & Analysis Score: {{cp.lessonAssetIdToProgress[16006].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16006].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16006].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16006].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Quick Ratio in Accounting: Definition, Formula & Example Score: {{cp.lessonAssetIdToProgress[16024].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16024].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16024].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16024].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - The Debt to Equity Ratio: Definition, Calculation, & Usefulness Score: {{cp.lessonAssetIdToProgress[408539].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[408539].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[408539].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[408539].bestScoreQuestions}}  Take Quiz Optional
Lesson 12 - Price-Earnings Ratio: Definition, Formula & Analysis Score: {{cp.lessonAssetIdToProgress[16057].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16057].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16057].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16057].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(1, 16)}}
Ch 2. Valuation Factors of Securities {{cp.topicAssetIdToProgress[655779].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Duration Risk: Definition & Examples Score: {{cp.lessonAssetIdToProgress[283803].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[283803].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[283803].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[283803].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - How to Calculate Yield to Call (YTC): Definition, Formula & Example Score: {{cp.lessonAssetIdToProgress[641819].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641819].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[641819].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641819].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - How to Calculate Yield to Maturity: Definition, Equation & Example Score: {{cp.lessonAssetIdToProgress[15998].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15998].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[15998].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15998].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Coupon Rate: Definition, Formula & Calculation Score: {{cp.lessonAssetIdToProgress[15995].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15995].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[15995].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15995].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Moody's vs. Standard & Poor's Bond Ratings Score: {{cp.lessonAssetIdToProgress[69827].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69827].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[69827].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69827].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - What is a Credit Spread? - Definition & Strategy Score: {{cp.lessonAssetIdToProgress[243647].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243647].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243647].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243647].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Discounted Cash Flow Analysis Score: {{cp.lessonAssetIdToProgress[243741].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243741].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243741].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243741].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Fundamental vs. Technical Analysis Score: {{cp.lessonAssetIdToProgress[243593].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243593].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243593].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243593].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Dividend Discount Model: Definition, Formula & Example Score: {{cp.lessonAssetIdToProgress[655783].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655783].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655783].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655783].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(2, 16)}}
Ch 3. Investment Vehicle Characteristics {{cp.topicAssetIdToProgress[655785].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - What are Futures Contracts? - Definition & Examples Score: {{cp.lessonAssetIdToProgress[58699].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[58699].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[58699].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[58699].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Valuation of Futures Contracts Score: {{cp.lessonAssetIdToProgress[351869].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351869].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[351869].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351869].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - What is an ETN? - Definition & Overview Score: {{cp.lessonAssetIdToProgress[641803].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641803].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[641803].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641803].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - What is a Leveraged ETF? - Decay, Risk & Volatility Score: {{cp.lessonAssetIdToProgress[243701].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243701].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243701].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243701].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What is an Inverse ETF? - Definition, Characteristics & Risks Score: {{cp.lessonAssetIdToProgress[655791].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655791].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655791].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655791].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - What is a Viatical Settlement? Score: {{cp.lessonAssetIdToProgress[244045].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244045].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[244045].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244045].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Annuities: Types & Benefits Score: {{cp.lessonAssetIdToProgress[59898].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59898].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[59898].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59898].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - What is Whole Life Insurance? - Definition & Types Score: {{cp.lessonAssetIdToProgress[244007].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244007].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[244007].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244007].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Term Life Insurance: Definition & Forms Score: {{cp.lessonAssetIdToProgress[150003].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150003].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[150003].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150003].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Types of Real Estate Investments Score: {{cp.lessonAssetIdToProgress[47287].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[47287].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[47287].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[47287].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - What Are Commodities? - Definition, Types & Examples Score: {{cp.lessonAssetIdToProgress[15866].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15866].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[15866].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15866].bestScoreQuestions}}  Take Quiz Optional
Lesson 12 - Investing in Collectibles and Precious Metals Score: {{cp.lessonAssetIdToProgress[230289].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[230289].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[230289].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[230289].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(3, 16)}}
Ch 4. Understanding Customer Types & Profiles in Investing {{cp.topicAssetIdToProgress[655793].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Using Financial Factors to Assess Investment Profiles Score: {{cp.lessonAssetIdToProgress[651053].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651053].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[651053].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651053].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Using Personal Factors to Assess Investment Profiles Score: {{cp.lessonAssetIdToProgress[651055].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651055].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[651055].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651055].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Understanding & Identifying Investment Objectives Score: {{cp.lessonAssetIdToProgress[651057].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651057].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[651057].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651057].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - How Customer-Specific Factors Impact Investment Choices Score: {{cp.lessonAssetIdToProgress[651063].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651063].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[651063].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[651063].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(5, 16)}}
Ch 6. Investment Portfolio Management Strategies {{cp.topicAssetIdToProgress[655803].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Strategic vs. Tactical Asset Allocation Score: {{cp.lessonAssetIdToProgress[655805].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655805].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655805].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655805].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Passive vs. Active Portfolio Management Score: {{cp.lessonAssetIdToProgress[534753].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[534753].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[534753].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[534753].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Investment Styles in Portfolio Performance Management Score: {{cp.lessonAssetIdToProgress[351905].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351905].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[351905].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351905].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Long-Term Stock Market Investing Techniques Score: {{cp.lessonAssetIdToProgress[150021].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150021].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[150021].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150021].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Options Basics: Stocks, Payoffs & Puts & Calls Score: {{cp.lessonAssetIdToProgress[69868].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69868].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[69868].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69868].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Financial Leverage: Definition, Formula & Calculation Score: {{cp.lessonAssetIdToProgress[16036].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16036].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16036].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16036].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Variability vs. Volatility in Finance Score: {{cp.lessonAssetIdToProgress[283901].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[283901].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[283901].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[283901].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(6, 16)}}
Ch 7. Tax Considerations for Investing {{cp.topicAssetIdToProgress[655807].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - U.S Tax Law: Overview & Basic Principles Score: {{cp.lessonAssetIdToProgress[169151].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169151].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[169151].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169151].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Income Tax: Tax Liability & Deductions Score: {{cp.lessonAssetIdToProgress[59894].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59894].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[59894].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[59894].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Taxes on Investments: Types, Rates & Examples Score: {{cp.lessonAssetIdToProgress[351911].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351911].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[351911].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[351911].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Income Tax Issues in Personal Investments Score: {{cp.lessonAssetIdToProgress[47281].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[47281].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[47281].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[47281].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Capital Gains & Losses: Definition & Statutory Framework Score: {{cp.lessonAssetIdToProgress[334643].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[334643].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[334643].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[334643].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - What is a Marginal Tax Rate? - Definition & History Score: {{cp.lessonAssetIdToProgress[10491].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10491].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[10491].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10491].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - Alternative Minimum Tax: Definition & Example Score: {{cp.lessonAssetIdToProgress[89910].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[89910].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[89910].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[89910].bestScoreQuestions}}  Take Quiz Optional
Lesson 8 - Business Income Tax Calculations Score: {{cp.lessonAssetIdToProgress[40544].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[40544].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[40544].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[40544].bestScoreQuestions}}  Take Quiz Optional
Lesson 9 - Tax Structure and Liability of Business Partnerships Score: {{cp.lessonAssetIdToProgress[13432].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13432].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[13432].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13432].bestScoreQuestions}}  Take Quiz Optional
Lesson 10 - Tax Structure and Liability of Corporations Score: {{cp.lessonAssetIdToProgress[13441].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13441].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[13441].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[13441].bestScoreQuestions}}  Take Quiz Optional
Lesson 11 - Calculating Gift & Estate Tax: How-To & Example Score: {{cp.lessonAssetIdToProgress[169183].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169183].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[169183].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169183].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(7, 16)}}
Ch 8. Understanding & Managing Retirement Plans {{cp.topicAssetIdToProgress[655809].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Understanding Retirement and Pension Plans Score: {{cp.lessonAssetIdToProgress[10871].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10871].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[10871].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[10871].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Tax-Advantaged Retirement Investments: Types & Definitions Score: {{cp.lessonAssetIdToProgress[169169].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169169].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[169169].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169169].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - What Is a Roth IRA? - Definition, Rules & Benefits Score: {{cp.lessonAssetIdToProgress[16103].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16103].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16103].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16103].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - What is a Roth IRA Conversion? - Rules & Limits Score: {{cp.lessonAssetIdToProgress[16760].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16760].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16760].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16760].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - What is a Qualified Retirement Plan? - Rules & Options Score: {{cp.lessonAssetIdToProgress[169165].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169165].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[169165].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[169165].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - Non-Qualified Retirement Plan: Types & Examples Score: {{cp.lessonAssetIdToProgress[244055].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244055].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[244055].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[244055].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - ERISA Law: Explanation & Importance Score: {{cp.lessonAssetIdToProgress[15586].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15586].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[15586].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[15586].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(8, 16)}}
Ch 9. Special Types of Investment Accounts {{cp.topicAssetIdToProgress[655813].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - 529 Prepaid Tuition Plans: Definition & Overview Score: {{cp.lessonAssetIdToProgress[641785].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641785].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[641785].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641785].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Education IRA: Definition & Characteristics Score: {{cp.lessonAssetIdToProgress[150034].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150034].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[150034].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[150034].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Uniform Gifts to Minors Act: Definition & Tax Implications Score: {{cp.lessonAssetIdToProgress[655815].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655815].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655815].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655815].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Uniform Transfers to Minors Act: Definition & Tax Implications Score: {{cp.lessonAssetIdToProgress[655817].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655817].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655817].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655817].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Health Savings Account: Definition, Purpose & Tax Implications Score: {{cp.lessonAssetIdToProgress[655819].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655819].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655819].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655819].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(11, 16)}}
Ch 12. Investment Portfolio Performance Measures {{cp.topicAssetIdToProgress[655833].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Risk-Adjusted Return: Definition & Formula Score: {{cp.lessonAssetIdToProgress[243749].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243749].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243749].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243749].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - Time-Weighted Rate of Return: Definition & Formula Score: {{cp.lessonAssetIdToProgress[243739].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243739].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243739].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243739].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Annualized Rate of Return & Total Return Score: {{cp.lessonAssetIdToProgress[243717].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243717].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243717].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243717].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - Holding Period Return (HPR): Formula & Examples Score: {{cp.lessonAssetIdToProgress[243615].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243615].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[243615].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[243615].bestScoreQuestions}}  Take Quiz Optional
Lesson 5 - Expected & Unexpected Returns on Assets: Definition & Examples Score: {{cp.lessonAssetIdToProgress[69863].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69863].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[69863].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[69863].bestScoreQuestions}}  Take Quiz Optional
Lesson 6 - After-Tax Rate of Return: Definition & Formula Score: {{cp.lessonAssetIdToProgress[655839].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655839].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655839].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655839].bestScoreQuestions}}  Take Quiz Optional
Lesson 7 - How to Calculate Current Yield: Definition, Formula & Graph Score: {{cp.lessonAssetIdToProgress[16035].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16035].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[16035].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[16035].bestScoreQuestions}}  Take Quiz Optional
Week {{::cp.getGoalWeekForTopic(15, 16)}}
Ch 16. Ethical Practices & Obligations in the Securities Industry {{cp.topicAssetIdToProgress[655209].percentComplete}}% complete
Course Progress Best Score
Lesson 1 - Suitability in the Securities Industry: Definition & Requirements Score: {{cp.lessonAssetIdToProgress[641859].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641859].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[641859].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[641859].bestScoreQuestions}}  Take Quiz Optional
Lesson 2 - What Is Excessive Trading? - Definition, Risks & Ethical Issues Score: {{cp.lessonAssetIdToProgress[655217].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655217].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655217].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655217].bestScoreQuestions}}  Take Quiz Optional
Lesson 3 - Securities Fraud & Insider Trading: Definition, Regulations & Penalty Score: {{cp.lessonAssetIdToProgress[14933].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[14933].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[14933].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[14933].bestScoreQuestions}}  Take Quiz Optional
Lesson 4 - The Insider Trading and Securities Fraud Enforcement Act of 1988 Score: {{cp.lessonAssetIdToProgress[655219].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655219].bestScoreQuestions}}  Take Quiz Optional
Score: {{cp.lessonAssetIdToProgress[655219].bestScoreCorrect}}/{{cp.lessonAssetIdToProgress[655219].bestScoreQuestions}}  Take Quiz Optional

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