Tag: Series 50

Secure act

Understanding the SECURE Act

In late December 2019, the U.S government spending bill was signed and it includes a provision which impacts retirement plans. This new provision is referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act is designed to enhance…

Series 54 Training Classes

Series 54 Training Classes Are Now Available

The Series 54 Training Classes Are Now Available for purchase! What is the Series 54? Any person who supervises the activities of a municipal securities advisor will be required to pass both the Series 50 and Series 54 examinations There is no “grandfathering” provision, meaning that…

series 54 stock

What More You Should Know About the Series 54?

The Series 54 outline is now available, based upon a quick review of the outline we are anticipating our course will be available in March. Any person who supervises the activities of a municipal securities advisor will be required to pass both the Series 50 and…

Series 54

What Is the New Series 54 Exam?

Important Things to Know about new Series 54 Exam The outline should be available within the next few weeks (number of questions and topics will be disclosed) Any person who supervises the activities of a municipal securities advisor will be required to pass both the…

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