Series 7 Exam Prep Municipal Bonds. SIE Exam and Series 65 Exam too!

Time Stamps: 00:00 Two types of municipal bonds 00:44 GOs 2:42 Voter approval 3:30 Limited versus Unlimited Bonds 6:10 Ad valorem property taxes 7:31 Collection ratio 8:45 Overlapping debt. Co-terminus. 11:50 Debt limits 12:30 Unfunded pension liabilities. Exempt from ERISA. 15:35 Double barreled bonds 17:45 Muni zeros or OID 19:36 Revenue Bonds 23:03 Trust Indenture 24:19 Flow of funds 25:10 Net revenue pledge 26:45 Open end versus closed end 29:51 Call provisions 33:10 Put provisions 34:50 Catastrophe call 36:01 Practice question 38:05 Types of revenue bonds 38:10 Industrial Development Revenue Bonds (IDRs) 42:20 Special Tax Bonds 44:27 Special Assessment Bonds 46:30 Moral Obligation 48:29 PHAs/NHAs 49:54 Pre refunding or advance refunding 53:06 Credit enhancement-insurance 53:53 Straight line amortization downward adjustment for muni bond at premium 57:29 Suitability 1:01:06 Tax Free Equivalent Yield and/or Taxable Equivalent Yield 1:03:44 529s 1:04:54 Prepaid tuition plans 1:05:22 TANs, RANs, TRANs, and BANs 1:08:24 LGIPs 1:08:24 MSRB 1:10:45 CUSIP 1:11:26 Yield to Worst 1:12:19 Practice question 1:16:09 Accrued interest 1:20:01 Control relationships 1:21:00 MSRB G 37 $250 1:22:26 MSRB G 20 $100 1:24:05 No switching roles