Series 7 podcast · Episode 34
Margin Accounts
43 min of listening
Trading & Settlement. Available inside the full CertFuel Series 7 course in the app.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Requirements and Characteristics
- Product-Specific Margin Requirements
- Long Margin Account Calculations
- Short Margin Account Calculations
- Maintenance Margin Requirements
- Special Memorandum Account (SMA)
- Activity in Margin Accounts
- Other Margin Accounts
- Interest Rate Disclosure and Margin Loan Costs
Put this episode into practice with adaptive questions and flashcards in the full Series 7 course.