Series 65: 5.3.4.5. Capital Goal Within Specified Time Period

Taken from our Series 65 Online Guide

5.3.4.5. Capital Goal Within Specified Time Period

While dollar cost averaging is a great way to accumulate wealth over time, an investor using this strategy does not necessarily have a future target amount that she is trying to accumulate. Her primary goal is simply to invest a regular amount in a security each period. When investors have a specific amount they need to accumulate by a deadline, it is referred to as averaging to a capital goal within a specified time period. Examples of this would be an investor needing $100,000 in 20 years to purchase a

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The Exam Prep online exams solidified the material in my mind and allowed me to use the timer to think quickly. Although the Series 65 exam is not a race, time is a key factor. I finished the test in about and hour and 10 minutes and then spent 20 minutes going back to review the questions I marked, a couple of which I had to use logic to guess what the terms meant (always dangerous to use logic when it comes to this stuff). After completing I pressed the button to submit it for grading and the whole while my heart was pounding as I thought for sure I failed due to the length of time it took to grade (I am certain the computer was laughing at my getting so many ridiculous questions on one test). Lo and behold when the screen returned I got an 82 and I don't think that I could have done it with out your book and your online tests to hammer the info in to my head. At 45 years of age having been removed from college for to many years it was quite an arduous task especially with out a class and about 2 months to prepare part time on my own. So in a long winded way thanks I am sure I could not have passed the Series 65 without your help.

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