Series 82 podcast · Episode 16
Portfolio Risk and Product Disclosures
51 min of listening
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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:
- Purchasing Power Risk and Balanced Portfolio Construction
- Marketability and Liquidity Needs
- Taxability and the Customer's Tax Bracket
- Callability and Call Protection
- Convertibility and Forced Conversion
- Maturity Schedules and Laddering
- Reasonable and Non-Discriminatory Service Charges
- Temporary Holds for Financial Exploitation of Specified Adults
- Disclosing What a Transaction Really Costs
Put this episode into practice with adaptive questions and flashcards in the full Series 82 course.