Series 7 podcast · Episode 27
Portfolio Theory and Asset Allocation
39 min of listening
Analysis, Recommendations & Disclosures. 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:
- Customer-Specific Factors
- Portfolio and Account Analysis
- Systematic and Unsystematic Risk
- Beta
- Alpha
- Capital Asset Pricing Model (CAPM)
- Modern Portfolio Theory (MPT)
Put this episode into practice with adaptive questions and flashcards in the full Series 7 course.