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Series 65/66 · Course preview

Investment Vehicle Characteristics

Here’s everything in the Series 65/66 Investment Vehicle Characteristics section — 3 topics across 4 lessons. Create a free account to open any of it.

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Fixed Income and Risk

  • Fixed Income, Bond Math, and Types of Risk

Equity and Pooled Investments

  • Equity Securities and Public Offerings
  • Pooled Investments: Funds, ETFs, UITs, REITs, and Private Funds

Derivatives and Alternatives

  • Derivatives, Alternatives, Insurance Products, and Other Assets

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