Series 6 podcast ยท Episode 08

Investment Strategies and Analysis

41 min of listening
Investment Recommendations and Records. Available inside the full CertFuel Series 6 course in the app.

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the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

  • Customer-Specific Factors Affecting Product Selection
  • Diversification
  • Concentration
  • Volatility
  • Tax Ramifications
  • Alpha and Beta Considerations
  • Capital Asset Pricing Model (CAPM)
  • Fundamental Analysis: Financial Statements and Annual Reports
  • Inventory Valuation Methods (LIFO, FIFO)
  • Methods of Depreciation
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