The Book of Trusts shows how your clients can use trusts to dodge probate, avoid Medicaid liens, save for their children's education, transfer income-generating assets into lower tax brackets, shelter their wealth from creditors, provide for their surviving spouse ... and more!

Series 27 is a FINRA exam required for individuals who manage back office operations, prepare and maintain a broker dealers books and records, and manage a firm's adherence to financial and operational regulations.

The successful completion of the Series 99 licensing exam qualifies you as an Operations Professional for a member firm. To earn your Series 99 license, you are also required to pass the SIE Qualification Exam.