Series 66

Quantitative Methods - Introduction

The Series 66 is a combination of the Series 65 (Investment Advisor Exam) and the Series 63 (Uniform State Law Agent Exam). This section focuses on the skills and knowledge needed by an Investment Advisor (IA) to provide investment advice to clients.

The Series 66 tests your ability to understand the concept of the time value of money, as well as the different measures of potential rates of return.




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