New content - all FINRA/NASAA exams!

Hi everybody! I wanted to make a post about two recent changes to our material. Regardless of the exam you’re preparing for, there’s been an important update to test content.

New SEC Marketing Rule
The SEC recently updated marketing rules for investment advisers. The big change - federal covered advisers can now utilize endorsements and testimonials in ads. One key thing - this new test content will not be tested until April 1, 2022. For those of you taking the exam before this date, assume investment advisers may NOT utilize endorsements or testimonials. For those of you testing on or after April 1, 2022, please learn the new rule. This updated information can be found in these exam materials:

New gift tax annual exclusion
The IRS recently updated the annual gift tax exclusion from $15,000 to $16,000. This updated information can be found in these exam materials:

Our question bank has been updated to reflect this new information. Please let me know if you have any questions.

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This is bomb-diggity information! Thank you so much for thinking to include it!

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thanks for the update :slightly_smiling_face:

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