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2020-WME > Ch 17 & 18: Investment Management & Asset Allocation- 12% > Flashcards

Ch 17 & 18: Investment Management & Asset Allocation- 12% Flashcards

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2020-WME (13 decks)

Key NUMBERS and CALCULATIONS

Ch 1 & 2: Wealth Management Today & Ethics- 5%

Ch 3-5: KYC, Assessing Financial Situation & Debt Management- 12%

Ch 7: Personal Risk Management Process- 5%

Ch 6,8 & 9: Family Law, Risk Management & Tax Planning - 11%

Ch 10-14: Retirement Planning & Annuities- 17%

Ch 15-16: Estate Planning- 7%

Ch 17 & 18: Investment Management & Asset Allocation- 12%

Ch 19-21: Equity & Debt Securities- 11%

Ch 22: Managed Products- 11%

Ch 23 & 24: Portfolio Monitoring, Eval & Financial MATH- 9%

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