Greico Schedule - Sept to Nov 2014

GTFI
S E P T E M B E R TO N O V E M B E R 2 0 1 4 S C H E D U L E
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GTFI
W h e r e Wa l l S t r e e t L e a r n s t h e B u s i n e s s
S E R I E S 4 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
DATE
Sept 29
Sept 30
Oct 1
DAY
Mon
Tues
Wed
TIME
1:30pm - 5:00pm
1:30pm - 5:00pm
9:30am - 1:00pm
TOPIC
Option Strategies and Rules
Sales Supervision
Customer Accounts
S E R I E S 7 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
Day 4:
DATE
Sept 16
Sept 17
Sept 18
Sept 19
DAY
Tues
Wed
Thurs
Fri
TIME
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
Equities, Investment Companies, Customer Accounts, Retirements
Options
Bonds (Basics, Corporate, Government, MBS, Munis)
Bonds (Muni Underwriting, Money Market), Economics, Taxation
OCTOBER
Day 1:
Day 2:
Day 3:
Day 4:
DATE
Oct 6
Oct 7
Oct 8
Oct 9
DAY
Mon
Tues
Wed
Thurs
TIME
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
Equities, Investment Companies, Customer Accounts, Retirements
Options
Bonds (Basics, Corporate, Government, MBS, Munis)
Bonds (Muni Underwriting, Money Market), Economics, Taxation
SERIES 7 IN-PERSON NIGHT REVIEW
SEPTEMBER
Day 1:
Day 2:
Day 3:
Day 4:
Day 5:
Day 6:
Day 7:
DATE
Sept 15
Sept 17
Sept 22
Sept 24
Sept 29
Oct 1
Oct 6
DAY
Mon
Wed
Wed
Mon
Wed
Mon
Mon
TIME
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
TOPIC
Introduction, Equities, Options
Options
Bonds (Basics, Corporate, Government)
Bonds (MBS, Money Market, Munis)
Bonds (Muni Underwriting), Taxation
Taxation, Suitability
Overflow Class: Will be held if needed
OCTOBER
Day 1:
Day 2:
Day 3:
Day 4:
Day 5:
Day 6:
Day 7:
DATE
Oct 13
Oct 15
Oct 20
Oct 22
Oct 27
Oct 29
Nov 3
DAY
Mon
Wed
Mon
Wed
Mon
Wed
Mon
TIME
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
TOPIC
Introduction, Equities, Options
Options
Bonds (Basics, Corporate, Government)
Bonds (MBS, Money Market, Munis)
Bonds (Muni Underwriting), Taxation
Taxation, Suitability
Overflow Class: Will be held if needed
NOVEMBER
Day 1:
Day 2:
Day 3:
Day 4:
Day 5:
Day 6:
Day 7:
DATE
Nov 10
Nov 12
Nov 17
Nov 19
Dec 1
Dec 3
Dec 8
DAY
Mon
Wed
Mon
Wed
Mon
Wed
Mon
TIME
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
5:15pm - 8:50pm
TOPIC
Introduction, Equities, Options
Options
Bonds (Basics, Corporate, Government)
Bonds (MBS, Money Market, Munis)
Bonds (Muni Underwriting), Taxation
Taxation, Suitability
Overflow Class: Will be held if needed
* Classes are subject to change. Please visit www.Greico.com or call 1(800) GREICO-1 for the lastest schedules
GTFI
W h e r e Wa l l S t r e e t L e a r n s t h e B u s i n e s s
S E R I E S 9 / 1 0 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
Day 4:
DATE
Sept 29
Sept 30
Oct 01
Oct 01
DAY
Mon
Tues
Wed
Thurs
TIME
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
S E R I E S 2 4 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
DATE
Sept 29
Sept 30
Oct 01
DAY
Mon
Tues
Wed
TIME
9:30am - 5:00pm
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
MSRB Rules & Options
Act of 33/34 & Sales Supervision
Customer Accounts/Margin and Investment Companies/Retirements
The Secondary Market, Record Keeping, and Financial Responsibility
TOPIC
Investment Banking & Sales Supervision
Customer Accounts/Margin and Investment Companies / Retirements
The Secondary Market, Net Capital, Record Keeping, and
Financial Responsibility
S E R I E S 2 7 / 2 8 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
Day 4:
Day 5:
DATE
Sep 29
Sep 30
Oct 1
Oct 2
Oct 3
DAY
Mon
Tues
Wed
Thurs
Fri
TIME
9:30am - 1:00pm
1:30pm - 5:00pm
9:30am - 1:00pm
1:30am - 5:00pm
9:30am - 5:00pm
S E R I E S 5 3 I N - P E R S O N D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
Day 3:
DATE
Sept 29
Sept 30
Oct 1
DAY
Mon
Tues
Wed
TIME
9:30am - 1:00pm
1:30am - 5:00pm
9:30am - 5:00pm
TOPIC
MSRB Rules
Sales Supervision
Customer Accounts/Margin
Net Capital, Record Keeping, and Financial Responsibility
Detailed Net Capital Computation
TOPIC
MSRB Rules
Sales Supervision
Customer Accounts/Margin & Investment Companies / Retirements
S E R I E S 6 3 L I V E O N L I N E D AY R E V I E W
SEPTEMBER
OCTOBER
DATE
Sept 25
Oct 14
DAY
Thurs
Tues
TIME
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
State and Federal Legal Guidelines
State and Federal Legal Guidelines
S E R I E S 6 5 / 6 6 L I V E O N L I N E D AY R E V I E W
SEPTEMBER
Day 1:
Day 2:
DATE
Sep 25
Sep 26
DAY
Thurs
Fri
TIME
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
State and Federal Legal Guidelines
Investment Recommendations
OCTOBER
Day 1:
Day 2:
DATE
Oct 14
Oct 15
DAY
Tues
Wed
TIME
9:30am - 5:00pm
9:30am - 5:00pm
TOPIC
State and Federal Legal Guidelines
Investment Recommendations
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* Classes are subject to change. Please visit www.Greico.com or call 1(800) GREICO-1 for the lastest schedules
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pass on their first attempt!
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for an easier read and is geared towards todays way
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Industry Experienced Instructors
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to undergo rigorous training.
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superior exam performance and tailored for a variety
of learning styles
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