Series 27: Foreign Bank And Financial Accounts Reporting

Taken from our Series 27 Online Guide

Foreign Bank and Financial Accounts Reporting

Financial institutions (1) that have a financial interest in a foreign financial account or signature authority over the account and (2) whose foreign accounts have an aggregate value in excess of $10,000 at any time during the year must report that information to FinCEN. A Report of Foreign Bank and Financial Accounts (FBAR) must be filed electronically through the Bank Secrecy Act’s E-Filing S

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Last August 2020 I passed the Series 28 on the first try using your materials. I just wanted to drop in and let you know I passed the Series 27 exam today!! I am so happy today as I took the test in Jan of this year and missed it by 3 points. I switched up my focus and really zoned in the most heavily weighted chapters. This is by far the hardest exam I have taken. Thank you Solomon for your excellent study materials. I'll be back when I pass the next one ;)

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