Mini Bite: Margin Call Calculation

Posted by Mike Long, CFP®, ChFC®, CLU®

Jan 5, 2020

In this 5-minute video, Mike explains how to calculate margin call amounts. Margin calculations are a key topic tested on many financial industry exams such as the Series 7 and the CFP exam. Margin calculations can be complicated with many moving parts, but in this video Mike breaks it down in an easy to understand step by step process.

The Boston Institute of Finance’s Mini Bite video series aims to tackle key financial planning topics that are both important in practice and testable on CFP® Board’s certification exam.

Find more helpful videos on The Boston Institute of Finance's YouTube page

Topics: Mini Bites Video Series