Series 7
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Introduction
1. Common stock
2. Preferred stock
3. Bond fundamentals
4. Corporate debt
5. Municipal debt
6. US government debt
7. Investment companies
8. Alternative pooled investments
9. Options
10. Taxes
11. The primary market
12. The secondary market
13. Brokerage accounts
13.1 Opening accounts
13.2 Account registrations
13.2.1 Individual
13.2.2 Joint
13.2.3 Power of attorney
13.2.4 Fiduciary
13.2.5 Business
13.2.6 Other registrations
13.3 Dispute resolution
13.4 Margin accounts
14. Retirement & education plans
15. Rules & ethics
16. Suitability
Wrapping up
13.2.3 Power of attorney
Power of attorney | Account registrations | Brokerage accounts | Achievable Series 7