Subject 1
Studying products, tax, and real estate
Organize the 20-question first subject through product structure, tax timing, and comparable real-estate vehicles.
Compare return, risk, and liquidity
Organize deposits, collective investments, insurance, pensions, and structured products by return source, principal risk, and redemption conditions.
Start tax questions with person and timing
Identify who owes tax, what transaction creates it, and when it applies before memorizing rates or exceptions.
Separate direct and indirect property exposure
For REITs, funds, and related securities, identify who owns the asset and where the investor's cash flow comes from.