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Check latest episodes from Series 65 Exam Prep by CertFuel podcast

Client Communication and Fiduciary Rules

2026/01/15

Client Communication and Fiduciary Rules - part of the Professional Excellence chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/professional-excellence/client-communication

ERISA Fiduciary and Liability Rules

2026/01/14

ERISA Fiduciary and Liability Rules - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/erisa-issues

Retirement Plan Rules and Tax Traps

2026/01/13

Retirement Plan Rules and Tax Traps - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/retirement-plans

Tax Scenarios and Exam Traps

2026/01/12

Tax Scenarios and Exam Traps - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/tax-considerations

Ownership and Estate Planning Mastery

2026/01/11

Ownership and Estate Planning Mastery - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/ownership-estate-planning

Special Account Tax Rules

2026/01/10

Special Account Tax Rules - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/special-account-types

Client Profile Exam Traps

2026/01/09

Client Profile Exam Traps - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/client-profile-development

Business Entities and Trusts

2026/01/08

Business Entities and Trusts - part of the Clients chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/clients/client-types

Commodities, Crypto, and Taxes

2026/01/07

Commodities, Crypto, and Taxes - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/other-assets

Insurance and Annuity Mechanics

2026/01/06

Insurance and Annuity Mechanics - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/insurance-based-products

Mutual Fund Mechanics

2026/01/05

Mutual Fund Mechanics - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/pooled-investment-characteristics

Master Series 65 Pooled Investments

2026/01/04

Master Series 65 Pooled Investments - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/pooled-investments

Derivatives Characteristics

2026/01/03

Derivatives Characteristics - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/derivative-characteristics

Derivatives Mechanics and Exam Traps

2026/01/02

Derivatives Mechanics and Exam Traps - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/derivative-securities

Alternative Investment Exam Traps

2026/01/01

Alternative Investment Exam Traps - part of the Advanced Securities chapter. Study this unit with interactive practice questions and flashcards at https://app.certfuel.com/series65/learn/advanced-securities/alternative-investments