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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...
In this episode, Sev discusses bond duration and the different risks associated with bond investing, such as reinvestment rate risk. Tax implications of bond investments are also reviewed, along with some helpful tips on how to approach options questions.
17% of the CFP® exam is comprised of investment-related questions. As you continue with your CFP® exam prep, you'll need to have a good understanding of investment planning concepts so you can answer questions somewhat quickly and move on. These type of topics are discussed in this study group session.
