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Brian Lee - Series 7 Top - Off

Brian Lee – Series 7 Top – Off

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Original price was: $79.00.Current price is: $20.00.

Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.

SKU: BL-S7T-O Tags: , ,
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Brian Lee – Series 7 Top – Off

Brian Lee - Series 7 Top - Off

Your Instructor

Brian Lee

Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.

Course Curriculum

Series 7 Top-Off Introduction
  • Downloadable Class Notes
Module 1 – Seeks Business from Customers and Potential Customers
  • Lesson 1 Contacts Customers and Potential Customers (19:53)
Module 2 – Opening Accounts and Evaluates Customer Profiles
  • Lesson 1 Types of Accounts (23:40)
  • Suitability Guideline
  • Lesson 2 Suitability (21:53)
  • Retirement Plans (15:27)
  • Margin Accounts (12:55)
  • Margin-2 (17:17)
  • Margin-3 (9:24)
  • Margin-4 (11:14)
  • Margin-5 (5:41)

 

Module 3 – Provides Information About Investments
  • Lesson 3 Fundemental Analysis (17:01)
  • Equity Securities – Lesson 1 (23:35)
  • Equity Securities – Lesson 2 (24:02)
  • Equity Securities – Lesson 3 (21:51)
  • Corporate Debt Securities – Lesson 1 (18:24)
  • Corp. Debt Securities – Lesson 2 (19:38)
  • Corp. Debt Securities = Lesson 3 (15:05)
  • Debt Securities Lesson 4 (18:07)
  • Corp. Debt Securities – Lesson 5 (22:40)
  • U,S. Gov’t. Securities (14:47)
  • Agencies and CMO’s (14:17)
Module 4 – Provides information About Investments – Municipal Bonds
  • Muni-1 (25:54)
  • Muni-2 (18:53)
  • Muni-3 (12:33)
  • Muni-4 (6:04)
  • Muni-5 (12:52)
  • Muni-6 (15:16)
  • Muni-7 (15:25)
  • Muni-8 (7:31)
  • Muni-9 (15:45)
  • Muni-10 (3:03)
Module 5 – Provides Information About Investments -Options
  • Options-1 (17:42)
  • Options-2 (14:25)
  • Options-3 (21:01)
  • Lesson 4 (23:14)
  • Options-5 (19:06)
  • Options-6 (8:29)
  • Options-7 (15:42)
  • Options-8 (5:24)
  • Options-9 (17:27)
  • Options-10 (15:50)
  • Options-11 (27:37)
  • Options-12 (14:48)
  • Options Practice Exam
Module 6 – Provides Information on Investments- Investment Companies and Variable Annuities
  • Mutual Funds-1 (16:03)
  • Mutual Funds-2 (11:27)
  • Mutual Funds-3 (6:50)
  • Variable Annuities (24:17)
  • Limited Partnerships (DPP) (19:32)
Customers’ Purchase and Sales; Processes, Completes and Confirms Transactions
  • Trading Securities (16:54)
  • Trading-2 (9:50)
  • Trading-3 (14:04)
  • Trading-4 (7:04)
  • Trading-5 (7:34)
Practice Final Exam
  • Check List (Facts to Know)
  • Practice Final
  • Additional Questions

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