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  • Advanced Investment Strategies
    Advanced Investment Strategies

    Advanced Investment Strategies

    By: Mathieu Gouraud
    Ch 1 - The Canadian Wealth Accumulation Market, Ch2 - Wealth Accumulation, Discovery, and Marketing, Ch 3 Understanding a Client’s Risk Tolerance ...
    12
    Decks
    210
    Flashcards
    4
    Learners
  • 2025 CFA Level II Derivatives & Portfolio Management
    2025 CFA Level II Derivatives & Portfolio Management

    2025 CFA Level II Derivatives & Portfolio Management

    By: Anjy Alli
    Reading 28 - Pricing and Valuation of Forward Commitments, Reading 53 - Option Markets and Contracts, Reading 54 - Swap Markets and Contracts ...
    11
    Decks
    404
    Flashcards
    1
    Learner
  • My Series 65
    My Series 65

    My Series 65

    By: Haley Van Horn
    Exam 1, Exam 2, Partnerships/Corporations ...
    9
    Decks
    544
    Flashcards
    1
    Learner
  • CFP: Investments
    CFP: Investments

    CFP: Investments

    By: frank graziano
    Terms, Equations, 1. Securities Markets and Market Mechanics ...
    16
    Decks
    169
    Flashcards
    8
    Learners
  • OLFP 103 - Investments
    OLFP 103 - Investments

    OLFP 103 - Investments

    By: Manish Sinha
    Introduction to Stocks, Fixed income secuities, Introduction to Pooled Investment ...
    16
    Decks
    232
    Flashcards
    1
    Learner
  • CFA Lvl 1
    CFA Lvl 1

    CFA Lvl 1

    By: Jorge V.C Enrique
    Volume 1 - Quantitative Methods, Volume 1 - Economics, Volume 2 - Corporate Issuers ...
    10
    Decks
    1,785
    Flashcards
    1
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  • Finance for Managers
    Finance for Managers

    Finance for Managers

    By: Harry Parkinson
    Week 1- Firm objectives and Time Value of Money, Week 2- Investment Appraisal Techniques, Week 3- Working Capital Management ...
    9
    Decks
    304
    Flashcards
    2
    Learners
  • CAIA Level 2
    CAIA Level 2

    CAIA Level 2

    By: James Brewer
    Emerging Topics, Emerging topics 1.8 - An Introduction To Portfolio Rebalancing Strategies, 2.1 - Professionalism and fiduciary responsibilities ...
    43
    Decks
    740
    Flashcards
    3
    Learners
  • Portfolio Management S1 2025
    Portfolio Management S1 2025

    Portfolio Management S1 2025

    By: Yashila Balakrishnan
    TOPIC 1: Return Objectives, TOPIC 2: Risk Objectives, THE RELATIONSHIP BETWEEN RISK AND REWARD ...
    14
    Decks
    195
    Flashcards
    1
    Learner
  • Portfolio Management L2
    Portfolio Management L2

    Portfolio Management L2

    By: Shannon Smith
    ETFS: Mechanics and Applications, Using Multi-Factor Models, Measuring & Managing Market Risk ...
    6
    Decks
    172
    Flashcards
    2
    Learners
  • 2-14. CFMP - Certified Financial Markets Professional
    2-14. CFMP - Certified Financial Markets Professional

    2-14. CFMP - Certified Financial Markets Professional

    By: Emil Melchor
    Chapter 1: Financial Markets, Chapter 2: Intro to Markets and Market Structure, Chapter 3: Markets and Instruments (The Money Market) ...
    15
    Decks
    475
    Flashcards
    5
    Learners
  • RPA 4
    RPA 4

    RPA 4

    By: Kim Bowman
    Assignment 1 - Personal Wealth Mgmt, Assignment 2 - A Macro View, Assignment 3 - Investment Strategy ...
    12
    Decks
    686
    Flashcards
    2
    Learners
  • Investment Planning
    Investment Planning

    Investment Planning

    By: Alexander Ling
    Module 1 Securities Market and Money Market, Module 2 Debt Investments, Module 3 Equity Investments and Managed Assets ...
    8
    Decks
    497
    Flashcards
    1
    Learner
  • Book 5: portfolio management and professional and ethical standards
    Book 5: portfolio management and professional and ethical standards

    Book 5: portfolio management and professional and ethical standards

    By: Trevor Dee
    Reading 61: portfolio management- an overview, Reading 62: portfolio risk and return- part I, Reading 63: portfolio risk and return- part II ...
    13
    Decks
    109
    Flashcards
    5
    Learners
  • CA1 2020
    CA1 2020

    CA1 2020

    By: jp swanepoel
    Chapter 39: Monitoring, Chapter 38: Surplus and surplus management, Chapter 37: Capital requirements ...
    32
    Decks
    277
    Flashcards
    19
    Learners
  • Finance 261
    Finance 261

    Finance 261

    By: Maxwell Nalder
    Topic 1: Investment Alternatives, Security Markets, Returns and Risks ...
    8
    Decks
    194
    Flashcards
    1
    Learner
  • Financial Planning: FP513
    Financial Planning: FP513

    Financial Planning: FP513

    By: Jen Verscheure
    1.1 Securities Market and Money Market Instruments, 2.1 Features of Debt Securities, 2.2 Convertible Securities ...
    24
    Decks
    195
    Flashcards
    3
    Learners
  • Section 3 - Equity Investments
    Section 3 - Equity Investments

    Section 3 - Equity Investments

    By: Al Kart
    MIP 7 - Equity Portfolio Management, MIP 8 - Alternative Investments Portfolio Management, QFIA 112 - CREA Advanced Micro-Level Valuation ...
    7
    Decks
    178
    Flashcards
    3
    Learners
  • SOA QFI PM
    SOA QFI PM

    SOA QFI PM

    By: Nathaniel Chin
    HOFIS Ch1, HOFIS Ch2, HOFIS Ch7 ...
    49
    Decks
    510
    Flashcards
    4
    Learners
  • CSC
    CSC

    CSC

    By: Natalie Reid
    Chapter 13: Fundamental and Technical Analysis, Chapter 14: Company Analysis, Chapter 15: Introduction to the Portfolio Approach ...
    8
    Decks
    199
    Flashcards
    3
    Learners
  • Certificate in ESG Investing
    Certificate in ESG Investing

    Certificate in ESG Investing

    By: Alban Cousin
    Chapter 1: Introduction to ESG Investing, Chapter 2: Introduction to the ESG market, Chapter 3: Environmental Factors ...
    9
    Decks
    205
    Flashcards
    2
    Learners
  • CMA 2: Financial Decision Making
    CMA 2: Financial Decision Making

    CMA 2: Financial Decision Making

    By: chris Guarini
    Unit 1: Ethics, Unit 2: Ratio Analysis, Unit 3: Profitability Analysis & Analytical Issues ...
    10
    Decks
    130
    Flashcards
    6
    Learners
  • Finm1001
    Finm1001

    Finm1001

    By: Dana Wang
    Time value of money - an introduction to financial mathematics, Risk, Time value of money - valuing shares ...
    13
    Decks
    323
    Flashcards
    13
    Learners
  • CFA II
    CFA II

    CFA II

    By: Benjamin Regencia
    ESG, Economics - Growth, Economics - Regulation ...
    11
    Decks
    169
    Flashcards
    2
    Learners
  • CFA Level 1 Formulas
    CFA Level 1 Formulas

    CFA Level 1 Formulas

    By: Spencer Hardy
    Financial Reporting & Analysis (13-17%), Ethics (15 - 20%), Quantitative Methods (8-12%) ...
    10
    Decks
    72
    Flashcards
    7
    Learners
  • CFA Level 1
    CFA Level 1

    CFA Level 1

    By: Oyakhamoh Sharon
    Portfolio Management, Fixed Income, Quantitative Methods ...
    7
    Decks
    308
    Flashcards
    3
    Learners
  • Certificate in ESG Investing
    Certificate in ESG Investing

    Certificate in ESG Investing

    By: Michael Castellanos
    Introduction to ESG Investing, The ESG Market, Environmental Factors ...
    8
    Decks
    58
    Flashcards
    1
    Learner
  • Y2 Financial economics
    Y2 Financial economics

    Y2 Financial economics

    By: Max Eustance Brougham
    Capital markets, Equity trading, Primary markets ...
    20
    Decks
    320
    Flashcards
    1
    Learner
  • 2020-WME
    2020-WME

    2020-WME

    By: Cathleen Shipley
    Ch 1-4, Key NUMBERS and CALCULATIONS, ACRONYMS ...
    13
    Decks
    198
    Flashcards
    9
    Learners
  • Trading
    Trading

    Trading

    By: Michael Agwu
    Why Trade Forex, When To Trade Forex, Basics ...
    22
    Decks
    190
    Flashcards
    4
    Learners

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