Form ADV Part I Breakdown (Series 63, 65, 66)
Автор: Basic Wisdom
Загружено: 2022-12-21
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We break down Form ADV Part I, an important disclosure form used by investment advisers. Additionally, we explore a practice question related to this topic. This is one of many videos available on the Achievable platform - links to our learning program are above!
Video introduction: (0:00)
Basics of the business: (0:44)
Other jurisdictions: (1:18)
Business structure: (1:40)
Business dynamics: (2:01)
Business history: (3:03)
Analyzing a practice question: (5:16)
Achievable outro: (8:59)
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