R02 April 2020 Flashcards

Decks in this Class (14):

• 1 The Characteristics Inherent Risks Beh

  1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 1 - Cash investments and fixed interest securities.

  Sample Cards:

  how are the values cash and fixed intere,

  which type of investment is generally co,

  in periods of declining interest rates w
  53 Cards
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• 1 The Characteristics Inherent Risks Beh

  1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 2 - Equities, property and alternative investments

  Sample Cards:

  who governs the ongoing behaviour of com,

  what is the purpose of aim alternative i,

  what are the costs involved in buying an
  50 Cards
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• 2 The Macro Economic Evironment And Its

  2 - The macro-economic evironment and its impact on asset classes

  Sample Cards:

  how has the ability of governments to cr,

  why do financial bubbles occur,

  what are the consequences of an ageing p
  28 Cards
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• 3 The Merits And Limitations Of The Main

  3 - The merits and limitations of the main investment theories

  Sample Cards:

  when considering mpt modern portfolio th,

  what was the foundation of mpt thinking,

  what is the definition of standard devia
  34 Cards
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• 4 The Principles Of The Time Value Of Mo

  4 - The principles of the time value of money

  Sample Cards:

  what are the four basic definitions of t,

  a sum of 5 000 invested over five years,

  a client invests 10 000 into a until tru
  13 Cards
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• 5 Nature And Impact Of The Main Types Of

  5 - Nature and impact of the main types of risk on investment performance

  Sample Cards:

  what are the three main inflationary mea,

  what is the cpi for primarily and second,

  what are some of the coseqeunces to risi
  12 Cards
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• 6 Characteristics Risks Behaviours And T

  6 - Characteristics, risks, behaviours and tax considerations of investment products. Part 1 - Indirect investments - unit trusts, OEICs and investment trust companies

  Sample Cards:

  why are collective investment schemes po,

  what are the characteristics of oeics an,

  what are the ia sector definitions
  130 Cards
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• 6 Characteristics Risks Behaviours And T

  6 - Characteristics, risks, behaviours and tax considerations of investment products. Part 2 - Other indirect investments including life assurance-based products

  Sample Cards:

  what is an mvr on a with profits policy,

  what are the two different types of unit,

  what are the advantages of unitised with
  99 Cards
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• 7 The Investment Advice Process

  7 - The investment advice process

  Sample Cards:

  what are the advantages of using a struc,

  what are the high level steps of the adv,

  under mifid11 what else must be taken in
  20 Cards
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• 8 The Principles Of Investment Planning

  8 - The principles of investment planning

  Sample Cards:

  describe the theoretical approach to ass,

  describe the pragmatic approach to asset,

  what is an optimised portfolio
  47 Cards
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• 9 The Performance Of Investments

  9 - The performance of investments

  Sample Cards:

  what is the difference between performan,

  what is the difference between a money w,

  what does r vo v1 c n and d mean in rela
  14 Cards
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• Calculations

  Calculations

  Sample Cards:

  interest yield on bonds,

  redemption yield on bonds where the rede,

  earnings per share
  21 Cards
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• Self Test Questions

  Self Test Questions

  Sample Cards:

  what are the main risks of holding cash,

  what is the maximum compensation possibl,

  what are the two types of restricted acc
  81 Cards
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• Exam Questions

  Exam Questions

  Sample Cards:

  how is a return achieved on a treasury b,

  regarding fixed interest stock the dirty,

  fixed interest investments regarded as t
  129 Cards
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