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  1. How do I become a CFA charterholder?

    The CFA Institute requires individuals to satisfy a number of steps to become CFA charterholders.The most widely known requirement ...
  2. How do I receive sponsorship from a member firm in order to write a Series 7 exam?

    In most cases, you obtain sponsorship for the Series 7 exam through employment at a FINRA member firm or a self-regulatory ...
  3. Can I bring food and drink into the CFA testing room?

    You are not permitted to bring in or consume any food or drink in the CFA testing room. The CFA Institute put this rule in ...
  4. Is Investing $25 A Month Worth It?

    Find out how small investments can add up over time and how to avoid the fees that can eat tiny returns.
  5. Where can I find a copy of an old Series 7 exam?

    The NASD does not provide old copies of exams, as the questions are drawn from a databank of questions that are continuously ...
  6. How should I estimate my income from fixed sources like bonds, CDs and stocks?

    Once investors know the approximate due dates and yields of their holdings, they can do a few simple calculations in a spreadsheet ...
  7. How can I prevent commissions and fees from eating up my trading profits?

    First off, understand that there is no universal system regarding trading commissions charged by brokerage firms. Some charge ...
  8. What is a gatekeeper?

    A gatekeeper is a health insurance term used to describe the person in charge of a patient's treatment. Anyone who receives ...
  9. Does it make sense to get my house and car insurance at the same place?

    Some companies offer a "multi-policy" discount to people who buy auto and home insurance together, in which case it may save ...
  10. 8 Ways To Survive A Market Downturn

    Stay calm, play dead and keep your eyes open for attractive valuations.
  11. The Indiana Jones Guide To Getting Ahead

    Follow Indy's advice to conquer the obstacles blocking your path to financial well-being.
  12. Option ARMs: American Dream Or Mortgage Nightmare?

    Option adjustable rate mortgages could make or break your home-buying experience.
  13. Why Are Mortgage Rates Increasing?

    Learn how the secondary mortgage market and investor demand affect the cost of home ownership.
  14. Have A Princess Wedding On A Pauper Budget

    Don't say "I do" to years of debt. We'll show you how to have fairy tale wedding on a frugal budget.
  15. Stop Scams In Their Tracks

    Find out how to protect yourself and your loved ones from financial fraudsters.
  16. What's Your Net Worth Telling You?

    Net worth provides a road map for retirement - learn if you're headed in the right direction.
  17. What's the difference between a bank guarantee and a letter of credit?

    A bank guarantee and a letter of credit are similar in many ways but they're two different things. Letters of credit ensure ...
  18. Five Strategies For Surviving Tough Times

    Cruise through a slowing economy - even when others are going off the rails.
  19. How does the 80% rule for home insurance work, and how do capital improvements affect ...

    The 80% rule refers to the fact that most insurance companies will not fully cover the cost of damage to a house due to the ...
  20. Can someone who is not yet of legal age open a brokerage account?

    An underage person cannot open a brokerage account on his or her own. However, it is possible for an underage person to have ...
  21. If an employee is paid by commission, who is responsible for withholding taxes?

    It depends. An individual who receives commissions can be treated in the same manner as an individual who receives straight ...
  22. I did not receive my Bachelor's degree in the United States. How can I determine ...

    CFA institute indicates that a Bachelor's degree is a level of study that would qualify an individual for a graduate program ...
  23. If I do not have a U.S. Bachelor's Degree or equivalent, can I still qualify for ...

    CFA Institute indicates that a minimum of 4 years of qualifying work experience may allow an applicant without a Bachelor's ...
  24. What is the difference between Series 9/10 and Series 24 qualification exams?

    Both Series 9/10 and 24 are the exams that must be completed by a principal before he or she can supervise certain sales ...
  25. What is the difference between a collateralized mortgage obligation (CMO) and a collateralized ...

    Both collateralized mortgage obligations (CMOs) and collateralized bond obligations (CBOs) are similar in that investors ...
  26. What is a typical day in the life of someone in M&A? How long does a project last? ...

    The life of a financial professional involved in the field of mergers and acquisitions can, like any line of work, vary considerably ...
  27. What's the difference between casualty insurance and disability insurance?

    Casualty insurance is often called "property casualty insurance", and it provides insurance protection for your property ...
  28. Can private corporations issue convertible bonds?

    The first step to answering this question requires defining the term "private corporation". Many times, the term "private ...
  29. 10 Ways To Prepare For Nature's Worst

    Protect your financial interests from earthquakes, floods, tsunamis, hail, hurricanes, tornadoes and lightning strikes.
  30. What Was The Glass-Steagall Act?

    Established in 1933 and repealed in 1999, the Glass-Steagall Act had good intentions but mixed results.
  31. Get The Most Out Of An Investor Conference

    Read between the lines to get a sense of where a company is really headed.
  32. The Buy-Side Of The M&A Process

    With almost $2 trillion in sales yearly, find out how these mergers and acquisitions take place.
  33. Burdening Your Retirement With A Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  34. When you buy a stock in a company, does it necessarily mean that one of the shareholders ...

    There are two main markets where securities are transacted: primary and secondary. When stocks are first issued and sold ...
  35. Changing The Face Of Bankruptcy

    A 2005 law attempts to unmask fraudulent debtors and still save those who are struggling. Will it affect you?
  36. Six Rut-Busting Business Moves For Brokers

    Find out how to beat a plateau and boost your sales to the next level.
  37. College Cost Reduction Act Helps Students Meet Payments

    This legislation can help families pay college costs and reduce student debt.
  38. Full-Service Brokerage Or DIY?

    Determine what you are getting for your fees and commissions and how to get your money's worth.
  39. What are some common and useful retirement planner designations? Are they expensive ...

    Some common retirement planner designations are: Chartered Retirement Plans Specialist (CRPS) designation from the College ...
  40. My company has three partners but plans to hire more this year. Would we be better ...

    It depends.The SBO-401(k) plan is suitable if the plan covers only the business owners - in this case, the partners in the ...
  41. Swim With The Sharks As A Stockbroker

    This job takes guts, hard work and a predator's instincts. Do you have what it takes?
  42. Save Without Sacrifice

    Don't sacrifice your life for your savings - get out there and have fun!
  43. What are the steps to get a company listed on the OTCBB?

    The over-the-counter bulletin board (OTCBB) is a regulated quotation service for over-the-counter (OTC) securities. The securities ...
  44. What methods can be used to fund a forex account?

    The forex market is where currencies from around the world are traded. In the past, currency trading was limited to certain ...
  45. The Impact Of Recession On Businesses

    Find out how this economic cycle affects both small and big business.
  46. What's the difference between a savings account and a Roth IRA?

    A savings account is an all-inclusive term , which includes IRAs and regular ( non-retirement) savings. A Roth IRA is a savings ...
  47. The Better Business Bureau's Tool Belt For Saving Cash

    The BBB is one resource to help you connect with the best product/service providers in your area.
  48. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
  49. I hold a professional degree. Am I eligible to sit for the Certified Financial Planner ...

    According to the CFP board, if you hold one or more of the following, you are eligible to challenge the CFP(R) certification ...
  50. If I already hold a professional certification am I eligible for any exemptions from ...

    No. To obtain a CFA designation, you must complete all levels of the CFA program regardless of whether you hold a professional ...
  51. Car Title Loans: Good Option For Fast Cash?

    These loans provide fast cash, but they could leave you deeper in debt - and without a car.
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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