Wow, didn't know about this. Thanks! Slightly peaved once i read over the outline of the test tho.... linked below but series 65 assumes and prepares me to give advice on these matters. It includes estate planning and a whole slew of sections on the ethics of giving advice.
Why do i have to be qualified to give advice to unlock my own life first? And how can i just pay my way out of knowing all of this if i inhereted a $1M?
https://www.nasaa.org/wp-content/uploads/2016/02/Series-65-T...