03Apr
Episode 4 – Investments
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.
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