[Series 65] 46, Asset Allocation Strategies

Open Exam Prep · May 9, 2026 · 2m

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: - Strategic allocation is a long-term, passive strategy based on a client's policy statement, while tactical allocation involves short-term, active deviations to exploit market opportunities. - A constant ratio plan rebalances a portfolio back to its target…