ORION SERIES 65 PRACTICE TEST
SOLUTIONS 2026 FULL ANSWERS
◉ Current income and cash flow requirements.. Answer: If a new
client has $200,00 to invest and wants to retire in 15 years, which of
the following client information is least necessary for an adviser to
recommend a suitable investment program?
◉ Complex trust. Answer: A professional tennis player comes to you
seeking advice on setting up a trust. She is interested in giving to
charity and also wants discretion as to when income is distributed to
the beneficiaries, her parents. Which trust do you advise she use?
◉ Timing. Answer: A popular funding technique that involves
investing the same amount at regular intervals is known as dollar cost
averaging. Participating in this funding approach tends to lessen
which risk?
◉ II and III, gold watch and Keogh plan. Answer: Assets that might
be found on a family balance sheet include:
◉ dollar cost averaging.. Answer: An investor wishes to save for her
retirement. She arranges to ahve $250 per month withdrawn from her
account to be invested into a community fund. This type of saving
plan is called:
SOLUTIONS 2026 FULL ANSWERS
◉ Current income and cash flow requirements.. Answer: If a new
client has $200,00 to invest and wants to retire in 15 years, which of
the following client information is least necessary for an adviser to
recommend a suitable investment program?
◉ Complex trust. Answer: A professional tennis player comes to you
seeking advice on setting up a trust. She is interested in giving to
charity and also wants discretion as to when income is distributed to
the beneficiaries, her parents. Which trust do you advise she use?
◉ Timing. Answer: A popular funding technique that involves
investing the same amount at regular intervals is known as dollar cost
averaging. Participating in this funding approach tends to lessen
which risk?
◉ II and III, gold watch and Keogh plan. Answer: Assets that might
be found on a family balance sheet include:
◉ dollar cost averaging.. Answer: An investor wishes to save for her
retirement. She arranges to ahve $250 per month withdrawn from her
account to be invested into a community fund. This type of saving
plan is called:
