Podcast Episodes
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[Investment] 30, Options
Derivative securities providing the right to buy (call) or sell (put) an asset at a specified price. --
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] 11, Standard Deviation
Measures total risk of a portfolio, indicating volatility and risk level. --
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
[Investment] 12, Coefficient of Variation
Assesses risk per unit of return, useful for comparing investments with different returns. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be qu…
Published on 8 months ago
[Investment] 29, Investment Companies
Include open-end, closed-end, and unit investment trusts, each with unique characteristics. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be q…
Published on 8 months ago
[Investment] 3, Margin Requirements
Initial margin is the equity needed to start a trade; maintenance margin is the minimum equity to avoid a margin call. --
The CFP Exam is known for its difficulty, and as I embark on this learning jou…
Published on 8 months, 2 weeks ago
[Investment] 4, Research Reports
Value Line ranks stocks, while Morningstar ranks mutual funds and stocks, aiding investment decisions. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found…
Published on 8 months, 2 weeks ago
[Investment] 1, Investment Options
Includes stocks, bonds, derivatives, and pooled investments, each offering different risk and return profiles. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’…
Published on 8 months, 2 weeks ago
[Investment] 2, Short-Selling
Involves selling borrowed stocks hoping to buy them back at a lower price, requiring a margin account. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found…
Published on 8 months, 2 weeks ago
[Insurance] 20, Social Security Benefits
Includes retirement, disability, and survivor benefits, with eligibility based on work credits. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to …
Published on 8 months, 3 weeks ago
[Insurance] 18, Long Term Care
Covers various care types, with tax-deductible premiums and benefits for qualified policies. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be …
Published on 8 months, 3 weeks ago