Textbook
1. Introduction
2. Investment vehicle characteristics
3. Recommendations & strategies
3.1 Type of client
3.2 Client profile
3.3 Strategies, styles, & techniques
3.4 Capital market theory
3.5 Efficient market hypothesis (EMH)
3.6 Tax considerations
3.6.1 Dividends & interest
3.6.2 Capital gains & losses
3.6.3 Types of income
3.7 Retirement plans
3.8 Brokerage account types
3.9 Special accounts
3.10 Trading securities
3.11 Performance measures
4. Economic factors & business information
5. Laws & regulations
6. Wrapping up
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3.6.3 Types of income