Advanced Investment Strategies Flashcards

Decks in this Class (3):

• Ch 1 Wealth Accumulation Discovery And M

  Ch. 1 Wealth, Accumulation, Discovery, and Marketing

  Sample Cards:

  what is the wealth management methodolog,

  what are the two important components of,

  what happens during the discovery proces
  29 Cards
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• Ch 3 Understanding A Client S Risk Toler

  Ch. 3 Understanding a Client's Risk Tolerance

  Sample Cards:

  what is the difference between standard,

  what is behavioural finance what are the,

  what is homo economicus
  21 Cards
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• Ch4 The Portfolio Management Process

  Ch.4 The Portfolio Management Process

  Sample Cards:

  what is the portfolio management process,

  how do you determine a clients investmen,

  what is an investment constraint
  15 Cards
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