Series 7 Exam Prep 35, Alternative Investments and Hedge Funds
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: - The specific income and net worth thresholds that define accredited investors and qualified purchasers for the Series 7 exam. - How lock-up periods create liquidity risk in alternative investments and why this makes them unsuitable for investors with short-term…
The skinny
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