Podcast Episodes
Back to Search![[Investment] 27, Convertible Bonds](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
[Investment] 27, Convertible Bonds
Bonds convertible into predetermined shares, offering potential for equity upside. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite chal…
Published on 8 months ago
[Investment] 28, Property Valuation
Uses net operating income and capitalization rate to determine property value. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challeng…
Published on 8 months ago
[Investment] 7, Security Regulations
Governed by acts like the Securities Act of 1933 and 1934, regulating primary and secondary markets. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found i…
Published on 8 months ago
[Investment] 25, Bond Immunization
Strategy that matches bond durations to investment time horizons to reduce interest rate risk. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to b…
Published on 8 months ago
[Investment] 8, Money Market Securities
Include CDs, Treasury Bills, and commercial paper, each providing short-term liquidity with low risk. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found …
Published on 8 months ago
[Investment] 26, Preferred Stock
Combines equity and debt features, providing fixed dividends without maturity dates. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite ch…
Published on 8 months ago
[Investment] 5, Dividend Dates
Ex-dividend date determines eligibility for dividends; stocks must be purchased before this date to qualify. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve…
Published on 8 months ago
[Investment] 6, Stock Splits
Increase shares and reduce stock price, affecting the number of shares and price per share post-split. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found…
Published on 8 months ago
[Investment] 24, Yield Curve Theories
Explain yield curve shapes based on liquidity preference, market segmentation, and interest rate expectations. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’…
Published on 8 months ago
[Investment] 23, Original Issue Discount
Bonds issued below par must accrete the discount annually for tax purposes. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging…
Published on 8 months ago