Series 66: 4.2.4.1. Cash Flow/Income Statement

Taken from our Series 66 Online Guide

4.2.4.1. Cash Flow/Income Statement

Just because a client appears wealthy on paper doesn’t mean they have ready access to their cash. Likewise, just because a client doesn’t have a bunch of zeros on their bank statement doesn’t mean they can’t invest a good amount of money. Cash flow, or the amount of money that flows in and out of a client’s household, is a critica

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Jeremy and team, thank you for your excellent study materials and your availability to provide guidance and feedback as I was able to pass my Series 66 on the first try... The most telling confirmation your training materials are top notch... when I sat for my exam, once the test started and I read the first question, I instantly knew from my studies using the Solomon training, I was going to handle the test. Being able to sense this from the first question was more than comforting. Thank you again!

Pablo Serna, Silicon Valley Bank, Menlo Park, CA

Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

Howard Silverberg

I passed my 66 with an 83%. The main method of studying was the mp3 that I downloaded and listened to on my commute to and from work. The audio book was the reason I did well. Thanks!

Eric Dicken, BB&T Investments, Winterville, NC

I passed my 66 today - thank you Solomon for the assistance and materials. It was incredibly difficult! I wish I had watched the videos even more.

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Your Pass the 7 and Pass the 66 training manuals were really well written and the generous dose of sarcasm was excellent. I would recommend your materials to anyone who needs to take these exams.

Jacob Clevenstine, Strategic Wealth Management Group, Madison, WI

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Blake Rossman, TrueWealth. Bellevue, WA