Series 66 essentially combines materials found in both Series 63 and 65. However, you must complete Series 7 as an additional condition for Series 66, which is not required for 63 or 63. 65.
The Series 63 itself provides government authority to transact securities on behalf of clients.
The Series 65 itself provides state authority to provide financial advice and manage client assets.
The Government Accounting Standards Board (GASB) is a private non-governmental organization that develops accounting standards for state and local governments.
Investment managers are people or organizations who engage in all activities related to financial planning, investing and portfolio management for individuals or organizations.
The MPA is a master’s degree in public relations that prepares recipients of this degree for leadership positions in government and non-governmental organizations.
The National Association of Certified Appraisers and Analysts (NACVA) is a group of business professionals who provide valuation and litigation services.
Personal Financial Specialist (PFS) is a certification for Chartered Public Accountants (CPA) allowing them to expand their experience to include financial planning and asset management.