This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.
In this episode you will learn:
* How total return combines capital appreciation and income dividends or interest.
* The difference between time-weighted return and dollar-weighted return when evaluating investment adviser management.
* How risk-adjusted return measures such as the Sharpe ratio evaluate performance relative to total risk.
* How Jensen's alpha measures portfolio return relative to expected return calculated by the capital asset pricing model.
* Why inflation-adjusted real returns and benchmark comparisons are essential for evaluating client portfolio performance.
This episode is part of an independent prep series for the Series 66 examination. For additional study materials, practice questions, and study tools, visit https://open-exam-prep.com/practice/series66 and https://www.youtube.com/@Open-exam-prep .
Sources checked: September 14, 2026.
https://www.nasaa.org/wp-content/uploads/2023/02/Series-66-Outline-June-2023.pdf
https://www.finra.org/registration-exams-ce/qualification-exams/series66
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