Must Know Concepts for the Series 6 Exam

Annuity Purchase Options

An investor may purchase an annuity contract in one of three ways. They are:

  • Single payment deferred annuity
  • Single payment immediate annuity
  • Periodic payment deferred annuity

Single Payment Deferred Annuity

With a single payment deferred annuity, the investor funds the contract completely with one payment and defers receiving payments from the contract until some point in the future, usually after retirement. Money being invested in a single payment deferred annuity is used to purchase accumulation units.

Read more

How to Value Mutual Fund Shares

Mutual funds must determine the net asset value of the fund's shares at least once per business day. Most mutual funds will price their shares at the close of business of the NYSE (4 p.m. EST). The mutual fund prospectus will provide the best answer as to when the fund calculates the price of its shares. The calculation is required to determine both the redemption price (NAV) and the purchase price (POP) of the fund's shares. The price that is received by an investor who is redeeming shares and the price that is paid by an investor who is purchasing shares will be based on the price that is next calculated after the fund has received the investor's order. This is known as forward pricing. To calculate the fund's NAV use the following formula:

Read more

Annuities

An annuity is a contract between an individual and an insurance company. Once the contract is entered into, the individual becomes known as the annuitant. There are three basic types of annuities that are designed to meet different objectives. They are:

  • Fixed annuity
  • Variable annuity
  • Combination annuity

While all three types allow the investor's money to grow tax deferred, the type of investments made and how the money is invested varies according to the type of annuity.

Read more

What is the Investment Company Philosophy?

An investment company is organized as either a corporation or as a trust. Individual investors' money is then pooled together in a single account and used to purchase securities that will have the greatest chance of helping the investment company reach its objectives. All investors jointly own the portfolio that is created through these pooled funds, and each investor has an undivided interest in the securities. No single shareholder has any right or claim that exceeds the rights or claims of any other shareholder regardless of the size of the investment. Investment companies offer individual investors the opportunity to have their money managed by professionals who may otherwise only offer their services to large institutions. Through diversification, the investor may participate in the future growth or income generated from the large number of different securities

Read more

Series 6 Study Textbook

Series 6 Exam Textbook

Paperback    334 pages    199 test questions    Published December 2015

The "go to guide" to acing the Series 6 exam - Our Series 6 textbook provides you with the knowledge you need and is designed to get you ready to pass the Series 6 exam. The Wiley Series 6 textbook is packed with test tips, Series 6 sample question and all the must know information you need to pass your exam. Our Series 6 textbook has been developed in partnership with John Wiley & Sons to ensure you have the absolute best Series 6 material.

Only 69.95 Buy Now
Series 6 Exam Online Prep Software

Series 6 Exam Prep Software

Over 1200 questions    Works with all major browsers and mobile devices

Get unlimited access to our exam prep software 24 X 7 for 6 months. Take practice tests anytime, anywhere using any PC, Mac, Phone or Tablet. Create your own randomized quizzes - YOU select the topics, number of questions, how and when answers are revealed to you. Randomized finals let you know when you are ready to take the test. The Series 6 exam prep software is a must have product to ensure you have mastered the knowledge and are ready to pass your Series 6 exam.

Only 48.95 Buy Now
Series 6 Online Video Class

Series 6 Online Video Class

24 x 7 access for 6 months    Fully interactive

Our all new series 6 video class is hands down the best series 6 online class in the market today. Shot in state of the art high definition with key concepts, tables and formulas displayed to highlight test points for easy note taking. This video class walks you through all of the topics you need to know to pass your exam. Our videos follow our books chapter by chapter and topic by topic. This video class details all of the concepts being tested and will let you know exactly how they are being tested on the exam. Our series 6 video will bring all of the material to life and explains the concepts using real world examples that students can easily understand. Our series 6 video class is the perfect companion to our textbooks and a great supplement to any study program to help you master the material for your exam. Our series 6 video features include:

Only 99.00 Buy Now

Series 6 Mobile Ebook

IOS     Android     Kindle FIRE HD     Kindle FIRE HDX     Nook HD     Nook HD +

If you want to access your material on the go, this is the study solution you have been waiting for. Our Wiley Series 6 Mobile Review is much more than simply an Ebook and far more accessible than a PDF. For the first time students, may study anytime, anywhere. Our Mobile Learning Library lets students interact with the content in a high quality and dynamic environment. Students preparing for the Series 6 exam may study online or via a downloadable app for your smartphone or tablet. Now you can take your textbook anywhere you can take your phone or tablet - on a plane, train or beach.

If you want to make notes in the mobile version - no problem - you may create highlights, take notes, write down questions, and reminders.

Want to see what other students are doing? Then join a study group and share highlights, notes, questions, test tips and ideas with each other.

Only 69.95 Buy Now

Series 6 Textbook & Exam Prep Software

Purchase both the Textbook and Exam Prep software - all in one package. This is one of our more popular deals and includes:

  • Series 6 Textbook
  • Series 6 Practice Exam Software
  • Free Shipping
Only 98.90    Buy Now

Series 6 Complete Self Study Solution

The whole shebang! Purchase all the Series 6 products in one package and save big. If you are serious about passing the Series 6 exam, then this package is for you. It includes ALL of the following exam preparation products:

  • Series 6 Textbook
  • Series 6 Practice Exam Software
  • Series 6 Online Video Class
  • Series 6 Ebook
  • Free Shipping
Only 159.00    Buy Now

Series 6 & Series 63 Bundled Packages

Purchase the Series 6 and Series 63 Textbooks and Exam Prep software for both exams. If you are writing one exam, you are probably writing the other and this deal puts both exam prep products in your hands. This bundle includes:

  • Series 6 Textbook
  • Series 63 Textbook
  • Series 6 Practice Exam Software
  • Series 63 Practice Exam Software
  • Free Shipping
Only 174.95    Buy Now

Series 6 & 63 Complete Self-Study Solution

Purchase the complete self study solution for both the Series 6 and Series 63 exams. This is another of our more inclusive deals and includes:

  • Series 6 Textbook
  • Series 63 Textbook
  • Series 6 Practice Exam Software
  • Series 63 Practice Exam Software
  • Series 6 Online Video Class
  • Series 63 Online Video Class
  • Series 6 Ebook
  • Series 63 Ebook
  • Free Shipping for all
Only 259.00    Buy Now