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[Investment] 3, Margin Requirements

[Investment] 3, Margin Requirements

Open Exam Prep · Ran Chen, EA, CFP®

March 29, 20254m 1s

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Show Notes

Initial margin is the equity needed to start a trade; maintenance margin is the minimum equity to avoid a margin call. --

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.

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