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Courses

Choose a Category

Pick a category to view its seven topics. Each topic opens a modal with details.

General Info (Asset Classes)

Seven foundational topics: Equity, Bonds, Cash, Gold, Crypto, Options, Futures.

View 7 topics

Benchmarks & Rates

Seven market references: SPX TR, MID TR, R2000 TR, Agg, Gold Spot, SOFR, BGCI.

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Portfolio Allocation (Risk-Based)

Translate risk score to suggested allocations across equity, bonds, gold, cash, crypto.

Open allocation

Products: Risks & Returns

Compare product risk levels and expected returns. See weighted averages by profile.

Open risks & returns

Risk Profiling of Customers

Assess capacity and tolerance with a weighted 10-question questionnaire.

Start profiling

CAPM (Risk vs Return)

Understand CAPM, betas, and compute expected return and alpha.

Open CAPM

Asset Correlation Matrix

Learn how different asset classes move together and create effective diversification strategies.

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