Ownership and Estate Planning Techniques
6 short videos covering every testable point in this unit. Pick a video below, or read any topic's full written lesson free in the CertFuel app, no signup wall.
Types of Ownership 
Transfer on Death (TOD) and Pay on Death (POD) 
Beneficiary Designation 
Trusts and Wills 
Qualified Domestic Relations Orders (QDROs) 
Donor Advised Funds Read this unit's lessons, free
Every topic in this unit has a full written lesson, free to read in the CertFuel app with no signup wall. The complete Series 65 course also includes adaptive practice questions and spaced-repetition flashcards, free through December 31, 2026.