Series 65: 6.1.1.2.2.3. Timing Mutual Fund Purchases

Taken from our Series 65 Online Guide

6.1.1.2.2.3. Timing Mutual Fund Purchases

When a fund pays a distribution, the NAV per share decreases by the amount of the distribution. After the distribution, the value of the fund stays the same, but investors in the fund are required to pay taxes on the distributed portion. Many funds pay distributions annually. If an investor purchases shares

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 6.1.1.2.2.3. Timing Mutual Fund Purchases, you might also be interested in:

Series 53 - Recommendations Defined for Suitability Purposes

Series 65 - Exercise

Series 65 - 2.6.4. Bond Certificates

Series 24 - 2.3.4. Retiring Representatives

Series 65 - More Tools of Fundamental Analysis: Financial Ratios

Series 63 - 2.1.2.3 The Registration Process

Series 82 - Appendix

Series 14 - 8.3.6. Wrap Accounts

Series 14 - Exercise

Series 22 - 3.5.1. Production Service Company

Series 52 - 7.3. Factors Influencing the Economy

Series 66 - Calculating the Future Value (of a Present Sum)

Series 7 - 6.1.3.2. Mutual Fund Shares (A, B, and C Shares)

Series 7 - 16.1. Qualified Employer-Sponsored Plans

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I had my licenses but I let them lapse after I sold my firm. Now we're starting a new firm and I needed a refresher and studied your book and used the exam simulator. I passed the Series 65 and your materials were a big help. Now I am back for the Series 7 and I want your book, audio book and exam simulator. Thanks for an excellent product.

Jason Luquire Pawleys Island, SC

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

Thank you Solomon! I passed the Series 65 today on the 1st attempt. Same result as on the Series 63 I passed last year. The Solomon video lectures and exam simulator was awesome. It not only helped pass the test but helped me really understand all the material.

Gary Kilanowski. Scottsdale, AZ

I just passed my Series 65 exam yesterday!! Your study material was awesome! Unfortunately, they only provided pass/fail and no specific grade because I wanted to know how well I did. Thanks so much!

Cheryl Fluker, Members Advisory Group, Williamsville, NY

I passed the Series 65 on the first try and I would absolutely give credit to this tool. We all learn in vastly different ways, so having the options available for a study guide, audiobook, video training, flash cards, practice tests - and ALL of the other resources available was critical to my success. I've been out of school for over a decade and remembering HOW to study was hard. I'm so glad I had all of these options.

Ashley Dunning, Inspire Investing. Kansas City, MO

I passed the 63 and 65 the practice questions are much more difficult than the actual exam. I would recommend this program to anyone who needs to be challenged and wants to pass the first time out.

David Lewis, Northwestern Mutual, New York, NY