Episode 4 – Investments

Back to Blog

In this episode, Sev talks about many of major areas within the Investments module that could be tested on the CFP® exam.

Topics such as stocks, bonds, options, mutual funds and ETFs are discussed, along with their tax implications. Methods of measuring a portfolio manager’s investment performance such as the Treynor ratio and Jensen’s alpha are discussed, along with Modern Portfolio Theory, the Capital Asset Pricing Model, and many other related topics.

Share this post

Back to Blog

Tackle Your Toughest Exam Questions