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  • Chapter 5. Client Advice
    Chapter 5. Client Advice

    Chapter 5. Client Advice

    By: Vemula Shravya
    Types Of Investors, Retail Clients: Obligations Of A Firm Towards Its Retail Clients, The Financial Planning Process ...
    15
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    89
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    1
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  • Portfolio Construction
    Portfolio Construction

    Portfolio Construction

    By: Al Kart
    Overview of Equity Portfolio Management, Overview of Fixed-Income Portfolio Management, Asset Allocation to Alternative Investments ...
    6
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    55
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    1
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  • BBUS 3150: Investments I
    BBUS 3150: Investments I

    BBUS 3150: Investments I

    By: Danilo Carvajal
    Chapter 1: A brief history history of risk and return, Chapter 2: Diversification and risky asset allocation, Chapter 3: The Investment Process ...
    7
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    50
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  • PCT Exam Questions
    PCT Exam Questions

    PCT Exam Questions

    By: Oliver Gough
    Indifference Curves, Investment Objectives, Portfolio Risk ...
    4
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    16
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  • CFA Reading 8
    CFA Reading 8

    CFA Reading 8

    By: Ryan McCaugherty
    Cognitive Bias, Types of Bias, Emotional Bias ...
    4
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    22
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