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
14. Retirement & education plans
15. Rules & ethics
16. Suitability
16.1 Product summaries
16.2 Investment objectives
16.3 FINRA suitability standards
16.4 Investor profiles
16.5 Best practices
16.6 Portfolio analysis
16.7 Economic analysis
16.8 Test taking skills
Wrapping up
16.5 Best practices
Best practices | Suitability | Achievable Series 7
