Ownership and Estate Planning
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.
Methods of Ownership Transfer
Pay on Death (POD) and Transfer on Death (TOD)
Beneficiary Designation
Trusts and Wills
Qualified Domestic Relations Order (QDRO)
Donor Advised Funds (DAFs) 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 66 course also includes adaptive practice questions and spaced-repetition flashcards.