�U�XrPz�Rйk+6m�e3o-�b�ں������3������n At the moment, we have over 350 series 7 suitability or suitability related questions. Some of the reason for this is that, there will be two answers on each question that are so similar, like If an investor is an aggressive investor, should they go with a growth fund, or a biotech fund. Series 7 Exam cheat sheet. They have substantial savings in retirement plans from work, have paid off their mortgage, and have minimal credit card debt. Leaving a high percentage of cash, like 25% or 30%, as in choices A and C, is generally not appropriate because the cash will lose purchasing power with inflation. Subscribe to our blog for more details and information. rule for determining asset allocation: tax implications for retirement. The two questions below are typical. The guidance below will help you choose appropriate investments based on these five factors. For more information, check out the resources found in the Training Center at www.Knopman.com, including the new Suitability Exam. 1) Your customer, age 40, is asking your advice on investment options for her recent bonus. formId: "d0aadfd4-8374-4fc0-9ec9-4b878c9ccc2b" She is willing to take some risk in exchange for strong appreciation. Candidates who take this exam are likely to see as many as 20-25 suitability questions that require analysis of a set of facts and an appropriate recommendation based on a unique customer situation. 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Some of the reason for this is that, there will be two answers on each question that are so similar, like If an investor is an aggressive investor, should they go with a growth fund, or a biotech fund. Series 7 Exam cheat sheet. They have substantial savings in retirement plans from work, have paid off their mortgage, and have minimal credit card debt. Leaving a high percentage of cash, like 25% or 30%, as in choices A and C, is generally not appropriate because the cash will lose purchasing power with inflation. Subscribe to our blog for more details and information. rule for determining asset allocation: tax implications for retirement. The two questions below are typical. The guidance below will help you choose appropriate investments based on these five factors. For more information, check out the resources found in the Training Center at www.Knopman.com, including the new Suitability Exam. 1) Your customer, age 40, is asking your advice on investment options for her recent bonus. formId: "d0aadfd4-8374-4fc0-9ec9-4b878c9ccc2b" She is willing to take some risk in exchange for strong appreciation. Candidates who take this exam are likely to see as many as 20-25 suitability questions that require analysis of a set of facts and an appropriate recommendation based on a unique customer situation. 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