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Showing posts with the label SERIES 6 STUDY TEXT

SERIES 6 IS NO PUSH OVER. IT CONTAINS QUESTIONS ON PROSPECTUSES, OFFICIAL NOTICES OF SALE, AND UNDERWRITING METHODS

In my last post, I discussed why the Series 6 exam presents a challenge to applicants that is much harder than the former versions of the test. In this post, I want to continue with this theme, and describe additional elements appearing in FINRA's Content Outline. Section 1.2 of the Content Outline requires knowledge on bringing new issues of securities to market. The Content Outline indicates that the applicant need have familiarity with prospectus requirements, including timeliness of information, the workings of a preliminary prospectus, and the differences between preliminary and final prospectuses. Therefore, an applicant needs to study contents of prospectuses, plus concepts such as due diligence, underwriting agreements, blue-sky laws and procedures. Also required is knowledge of official statements, preliminary official statements, and municipal notices of sale. You can see why the Series 6 can pose problems for those taking it, especially if they go into the exam unp...

SERIES 6 EXAM MORE DIFFICULT THAN IT LOOKS!

Are you planning to sit for the Series 6 exam, entitling you to be licensed for investment company products and variable annuities?  Then be careful how you prepare for this exam. Why? Because the Series 6 covers lots of SEC and FINRA rules, more than in previous versions of the Series 6. For example, Section One of FINRA's Content Outline covers FINRA rules on communications with the public, communications dealing with variable life insurance and variable annuities, use of investment company rankings, use of bond mutual fund volatility ratings, and a broker's obligations regarding the sale of deferred variable annuities. Bob Eder's study text, Study for the Series 6 Exam , covers all of the above subjects in detail, giving practice questions and real-life examples. Be cautious on which texts or study books you choose. Make sure that they cover the items in FINRA's Content Outline. Bob Eder's book, Study for the Series 6 Exam , is available from Amazon in ...