The Series 63 Dump Sheet has been super helpful, but it seems like it is missing some important material, mostly in the communications with prospects and customers as well as the ethical practices and obligations section. Would there be a modified or updated version of this? By the way, I love how it is color coded!!
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Hi @Alicia_Boyle, glad you like the dump sheet! It’s meant to highlight some key information we feel is particularly important, not to contain all the testable information - otherwise, there wouldn’t be any need for the course!