• Series 7 Exam Prep Guru Suitability 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)