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Series 65 > Unit 20: Portfolio Management Styles, Strategies, and Techniques > Flashcards

Unit 20: Portfolio Management Styles, Strategies, and Techniques Flashcards

Series 65 (18 decks)

Unit 1-7: Laws, Regulations, and Guidelines

Unit 8: Basic Economic Concepts

Unit 9: Financial Reporting

Unit 10: Analytic Methods

Unit 11: Types of Investment Risk

Unit 12: Equities

Unit 13: Fixed Income

Unit 14: Pooled Investments

Unit 15: Insurance

Unit 16: Derivatives

Unit 17: Alternative Investments

Unit 18: Type of Client

Unit 19: Client Profile

Unit 20: Portfolio Management Styles, Strategies, and Techniques

Unit 21: Tax Considerations

Unit 22: Trading Securities

Unit 23: Performance Measures

Unit 24: Retirement Plans and Educational Funding Programs

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