Series 65: Capital Goal Within Specified Time Period

Taken from our Series 65 Online Guide

Capital Goal Within Specified Time Period

While dollar cost averaging is a great way to accumulate wealth over time, it does not necessarily have a future target amount that it is trying to accumulate. Its primary goal is simply to invest a regular amount in a security each period. When investors have a specific amount they need to accumulate by a deadline, it is referred to as averaging to a capital goal within a specified time period. Examples of this would be an investor needing $100,000 in 20 years to purchase a retirem

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Capital Goal Within Specified Time Period, you might also be interested in:

Series 79 - Evaluating Existing Obligations

Series 3 - 6.1.6.1.2.3. Important Lagging Indicators

Series 24 - 3.1.6. Financial Exploitation of Vulnerable Adults

Series 65 - 5.1.2.3. Limited Liability Companies (LLCs)

Series 24 - Payment for Market Making

Series 54 - Indirect Enforcement Through Underwriters

Series 66 - Holding Period Returns

Series 27 - Special Purpose Accounts

Series 54 - Chapter Three

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I am so happy to say that took my Series 65 Exam and passed on my first attempt! All thanks must go to Solomon Exam Prep and its materials. I read the Study Guide cover to cover 3 times, took notes and took what felt like endless practice quizzes, but I must say that I found the practice questions more difficult than the actual exam! I cannot recommend Solomon Exam Prep enough!

Kevin Blanchard, Meche and Associates. Breaux Bridge, LA

Passed my Series 65 on the first try! Solomon really has everything you need to pass. I followed the recommended schedule and took a ton of practice tests. This gave me a ton of confidence and it paid off!

Andrea Rivera, ForUsAll. Salt Lake City, UT

I took the Series 65 Exam and passed with a good score. Thank you for all the materials. I did have to put a lot of study time into it but with hard work, your materials and prayer I passed!

Carla Martinez, GoodFuture, Laguna Beach, CA

Thanks again for all your help. Loved the study materials and the book was very well written and easy to read. [Series 65]

Josh J. Solana Beach, CA

Well, I finally was able to take my Series 65 and passed with an 85%. I think that the combination of your Series 65 text along with our other vendor made all the difference. It was good to have an additional reference for clarity and in some cases more detailed and straight forward discussion. Thank you for the materials.

Alesia Mullis, Churchill Financial, Louisville, KY

I passed my series 65 exam on the first attempt! The books and sample questions are always very helpful. I leveraged this course with another program that was offered to me. I did mainly use this one and found the material very helpful. Overall, I would say the test questions that were in the book and online were much more difficult than the exam itself. I do like the crash course piece, but would also love the option of a instructional video which is what the other course offered. I learn not just by readying, but visually as well. The combination of the two were very helpful, but overall I felt the material, especially the sample test questions, were more comprehensive. Thank you for the material.

Ken Kramer