Options
This module will take the options topics covered in the exam from
their most basic concepts of how options work and slowly build up to
various investment strategies using a combination of option contracts
and securities. Topics covered in this module:
- Options Overview
- Options Risk/Reward, Position and Concepts
- Spreads, Straddles, and Combinations
- Stock Index, Foreign Currency, and Yield-Based Options
Bonds
Bond related questions make up a large portion of the Series 7
General Securities Representative Licensing Exam. In order for the exam
to take the place of a separate state issued municipal securities exam,
there is a set portion of the examination that tests municipal bond
topics. Therefore, this entire module is dedicated to review bond
topics in a lively and easy to understand manner. Topics covered in
this module:
- Bond Basics
- Bondholders and Bond Certificates
- Corporate Bonds
- U.S. Government Bonds
- Municipal Bonds
General Topics
Options and Bond related questions make up a large portion of the
Series 7 General Securities Representative Licensing Exam. However, in
order to successfully pass the exam, candidates must also have a strong
knowledge of the rest of the topics covered by the exam. The next three
big topics that the exam concentrates on are:
- Customer Accounts
- Investment Companies/Variable Annuities
- Direct Participation Programs
Therefore the General Topics module will review these concepts as
well as highlight other miscellaneous topics covered on the exam. Miscellaneous topics include:
- Ecomonics
- Investment Banking
- Equity Securities
- Over-the-Counter Market
- SIPC
- Uniform Gifts to Minors Act
- Retirement Accounts
- Margin Accounts
Series 63: Uniform Securities Agent
This Boston Institute of Finance Series 63 Review Course will
highlight some of the essential knowledge needed to pass the Uniform
Securities Agent State Law Examination. Topics covered in this module:
- Powers of the Administrator
- Prohibited Practices
- Definitions
- Broker/Dealers and Agents
- Investment Advisers
- Registration of Securities
- Exemptions from Registration
- Federal Covered Securities
- Advertising & Literature
- Exam Tips
Besides having a comprehensive knowledge of the topics that the
examination will cover, knowing how to prepare and take this type of
examination will give candidates an edge to pass it. Therefore, Boston
Institute of Finance has put together a number of exam taking tips for
candidates.
Lessons covered in this module:
- Basic Exam Concepts
- What Not to Do
- Sample Questions
- Roadmap the Exam
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