Hi! I have recently finished the course and in the process of taking the practice exams. My employer requires us to take their course as well (which I have done) before testing. It was sooooo long, drawn out, and dry that by the time I had finished I’d nearly forgotten everything from the beginning. Your course has been so MUCH easier to understand and has been incredibly helpful. However after going back to complete the final exams from my employer’s course, I’m noticing a large amount of info not covered in this course. I’m assuming it wasn’t included because there hasn’t been much of an indication that’s it’s actually covered on the test? I know their questions are closely guarded, but I guess I was wondering if others who have already taken it could give a little assurance that my employer’s course is a bit of overkill.
Just off the top of my head, material such as specific portfolio re-balancing strategies re allocation/mitigation, routing methods of limit orders and timing/order priority, bond orders like ‘good for 2 hrs 5 min recall,’ many q’s regarding how long specific documents must be retained by b/d, having to know a lot of specific IRS form #s and %s (portfolio income tax vs ordinary income tax), and a ton more. Just the print material itself completely fills two 3" binders. #drowninginpaper