Series 65: Exercise

Taken from our Series 65 Online Guide

Exercise

Match each term to its description

  1. A. CESA
  2. B. 529 college savings plan
  3. C. Prepaid tuition plan
  4. D. UGMA/UTMA
  5. E. Education savings bond
  6. 1. ____ This instrument allows earnings to grow tax-free and can be used to pay for educational expenses for primary through graduate school education.
  7. 2. ____ Setting up this type of instrument allows the investor to avoid inflation risk by purchasing credits to pay for education expenses in today’s dollars.
  8. 3. ____ These instruments allow an adult to set up an account for the benefit of a minor, and although the account is not m

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