Series 65: Charitable Remainder Trusts

Taken from our Series 65 - NASAA Uniform Investment Advisor Law Exam

Definition of the term Charitable Remainder Trusts...

an irrevocable trust that generates an income stream for its beneficiaries, with the remainder of the donated assets going to a designated charity at the end of the trust’s term.

+ Read More

More Series 65 Info

What are people saying?

Create an Account

We have an excellent Audiobook for the Series 65!

Since you're reading about Series 65: Charitable Remainder Trusts, you might also be interested in:

Series 79 - derivatives

Series 3 - open interest

Series 65 - minimum maintenance requirement

SIE - EDGAR

Series 99 - consideration

SIE - bearish strategy

Series 22 - present value

Series 79 - ineligible issuer

Series 24 - On-the-Opening orders

Series 27 - Regulation S-P

Series 79 - Form 10-Q

Series 63 - isolated non-issuer transactions

Series 52 - total takedown

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

At Phillips & Co., my job was to hire entry level applicants who could successfully pass the Series 65 and Series 7 examinations in three months and do it the FIRST TIME. After trying Kaplan/Dearborn, STC, and even the Series 7 for Dummies, 85% of our applicants were still having a hard time passing.

One day while expressing my frustration to a colleague, he recommended I look up First Books' Exam Prep. I could tell immediately that this was a unique approach worth the investment. Since we implemented Exam Prep with new recruits our pass rate shot up to well over 90%.

If you or your employees want to pass your exam the first time without falling asleep while studying, I highly recommend you give their training program a try!

Kary Youman, Phillips & Co. Portland, Oregon

I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!

David G., San Francisco, CA

I used Solomon for the 63 and the 65 and PASSED both on 1st try. U will too.

Pavel Jezek, Denver, CO

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 the Series 65 today. Thanks so much. The Series 65 Exam Simulator and the iPhone app were my only study instruments. I didn't have any other study materials. Granted, I know that you encouraged me to not use the exam simulator as my sole source, but I found your practice tests to be more difficult than the actual exam. I had taken the series 65 in 1994, but it is a different test now. I received an 89%, finished 55 minutes early. I just took your exam simulator tests over and over. Funny thing, I was getting in the 75% range on your exams. Never broke 80%. Great apps! I really appreciate your generosity in extending my subscription to complete my prep. You are a good man. Thank you.

Daniel Q. Humphrey, Financial Guard, Pleasant Grove, Utah

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