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  • [Investment] 13, Correlation Coefficient

    [Investment] 13, Correlation Coefficient
    2025/04/11

    Indicates how two assets move relative to each other, aiding diversification strategies. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 14, Beta

    [Investment] 14, Beta
    2025/04/11

    Measures systematic risk, or sensitivity to market movements, relative to the market. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 16, Modern Portfolio Theory

    [Investment] 16, Modern Portfolio Theory
    2025/04/11

    Focuses on maximizing returns for a given risk level, using concepts like the efficient frontier. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 15, Systematic vs. Unsystematic Risk

    [Investment] 15, Systematic vs. Unsystematic Risk
    2025/04/11

    Systematic risk is market-wide and undiversifiable; unsystematic risk is firm-specific and diversifiable. --

    The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 29, Investment Companies

    [Investment] 29, Investment Companies
    2025/04/11

    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 quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 30, Options

    [Investment] 30, Options
    2025/04/11

    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 it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 11, Standard Deviation

    [Investment] 11, Standard Deviation
    2025/04/11

    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. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
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    4 分
  • [Investment] 12, Coefficient of Variation

    [Investment] 12, Coefficient of Variation
    2025/04/11

    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 quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

    --

    More Exam Prep Content Visit: https://open-exam-prep.com/
    続きを読む 一部表示
    4 分