[Series 66] 15, Options Structured Products and Digital Assets

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-08

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 options contracts function as derivative securities for hedging and income strategies on the Series 66 exam * The structural mechanics of structured products combining fixed-income instruments with derivative payoff features * Key risk factors of principal-protected notes including issuer credit risk, illiquidity, and capped returns * How regulatory standards and the Howey test evaluate digital a...