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[Series 65] 46, Asset Allocation Strategies
[Series 65] 46, Asset Allocation Strategies

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

4 weeks, 2 days ago

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[Series 65] 45, Sharpe Treynor and Jensen Performance Measures
[Series 65] 45, Sharpe Treynor and Jensen Performance Measures

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

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[Series 65] 44, Alpha Beta and Standard Deviation
[Series 65] 44, Alpha Beta and Standard Deviation

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

Short Long
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[Series 65] 43, Efficient Market Hypothesis
[Series 65] 43, Efficient Market Hypothesis

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

Short Long
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[Series 65] 42, Capital Asset Pricing Model
[Series 65] 42, Capital Asset Pricing Model

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

Short Long
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[Series 65] 41, Modern Portfolio Theory
[Series 65] 41, Modern Portfolio Theory

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

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[Series 65] 40, Suitability and Know Your Customer
[Series 65] 40, Suitability and Know Your Customer

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

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[Series 65] 39, Accredited Investors and Qualified Purchasers
[Series 65] 39, Accredited Investors and Qualified Purchasers

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month ago

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[Series 65] 38, Trusts and Estates as Clients
[Series 65] 38, Trusts and Estates as Clients

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month, 1 week ago

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[Series 65] 37, Business Entity Types as Clients
[Series 65] 37, Business Entity Types as Clients

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is pass…

1 month, 1 week ago

Short Long
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