Securities

Summary

This course, complete with a quiz for competency, reviews most types of securities. You will learn when they make good gifts and how to accept them. The course includes information about:

• Bonds
• Closely Held Stock
• Individual Stocks
• Mutual Funds
• Treasury Bonds, Bills and Notes

CFRE Credit

Completion of this course is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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