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  • CAIA Level One Reversed
    CAIA Level One Reversed

    CAIA Level One Reversed

    By: D K
    1. Professional Standards & Ethics, 2. Introduction to Alternative Investments, 3. Real Assets ...
    8
    Decks
    542
    Flashcards
    13
    Learners
  • Risk In Financial Services
    Risk In Financial Services

    Risk In Financial Services

    By: Ebrima Jallow
    Chapter 1: Principles of Risk Management, Chapter 2: International Risk Regulation, Chapter 3: Operational Risk ...
    10
    Decks
    344
    Flashcards
    3
    Learners
  • Final Exam Revision
    Final Exam Revision

    Final Exam Revision

    By: Ciara Madella
    Data, assumptions and modelling, Regulations, Provisions, Risk management ...
    6
    Decks
    87
    Flashcards
    1
    Learner
  • Series 65
    Series 65

    Series 65

    By: Jon Oliver
    Unit 1: Types and Characteristics of Equity Securities, Unit 2: Types and Characteristics of Fixed Income Securities, Unit 3: Pooled Investments ...
    24
    Decks
    686
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    1
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  • financial reporting
    financial reporting

    financial reporting

    By: Crystal humble
    Statement of Cash Flows, Derivatives Hedging Translation, Financial Reporting ...
    27
    Decks
    649
    Flashcards
    5
    Learners
  • CFP Review
    CFP Review

    CFP Review

    By: Andrew Bae
    Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk Management ...
    7
    Decks
    262
    Flashcards
    1
    Learner
  • J10 Discretionary Investment Management
    J10 Discretionary Investment Management

    J10 Discretionary Investment Management

    By: Joshua Macdonald
    Chapter 1 - Understand How To Establish And Meet A Clients Investment Objectives, Chapter 2 - Understand the behaviour, performance, risk profile and correlation of key investment types, Chapter 3 - Alternative Investments and Derivatives ...
    14
    Decks
    250
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    2
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  • Securities
    Securities

    Securities

    By: Damon Brown
    Securities Trade Lifecycle, Fundamentals of Investing, Return and Risk ...
    14
    Decks
    673
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    1
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  • CWM Financial Markets
    CWM Financial Markets

    CWM Financial Markets

    By: Alex Brangham
    Compounding, Discounting & Bond Maths, Accounting Standards & Principles, Statement of Financial Position ...
    58
    Decks
    1,564
    Flashcards
    6
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  • J’s CFP Review
    J’s CFP Review

    J’s CFP Review

    By: Jeremy P
    General Principles, Behavioral Finance, Tax Planning ...
    7
    Decks
    490
    Flashcards
    3
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  • WME
    WME

    WME

    By: Mathieu Gouraud
    CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans ...
    16
    Decks
    364
    Flashcards
    28
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  • Prosjektledelse
    Prosjektledelse

    Prosjektledelse

    By: William Leander Kvie
    Kap 1 - Introduction, Kap 2 - Systems view, Kap 4 - Investment decision making ...
    9
    Decks
    138
    Flashcards
    4
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  • Investment Management Techniques
    Investment Management Techniques

    Investment Management Techniques

    By: Mackenzie Stuart
    Chapter 3 - Asset Allocation & Investment Strategies, Chapter 5 - Equity Securities, Chapter 6 - Economic/Industry Analysis of Equity Securities ...
    14
    Decks
    743
    Flashcards
    1
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  • J10 Discretionary investment management
    J10 Discretionary investment management

    J10 Discretionary investment management

    By: Ashley Deleane
    Chapter 1 - Investment advice process, Chapter 2 - Main asset classes - cash, bonds equities and property, Chapter 3 - Alternative investments and derivatives ...
    13
    Decks
    99
    Flashcards
    39
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  • International Banking and Finance
    International Banking and Finance

    International Banking and Finance

    By: Mitch Stone
    1 - Intro to Multinational finance management, 2 - Determination of Exchange Rates, 3 - International Monetary System ...
    11
    Decks
    165
    Flashcards
    43
    Learners
  • Canadian Securities Course (CSC®)
    Canadian Securities Course (CSC®)

    Canadian Securities Course (CSC®)

    By: Cam V
    Chapter 1 - The Canadian Securities Industry (Done), Chapter 2 - The Capital Market (Done), Chapter 3 - The Canadian Regulatory Environment (Done) ...
    27
    Decks
    503
    Flashcards
    10
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  • F102 Life Insurance
    F102 Life Insurance

    F102 Life Insurance

    By: Kalind Ramnarayan
    Chapter 1-Life Insurance Products (Endowments), Chapter 2-Life Insurance Products (Whole Life and Term Assurance)), Chapter 3-Life Insurance Products (Annuities) ...
    34
    Decks
    471
    Flashcards
    106
    Learners
  • CMA Part II Prep FOCUSED
    CMA Part II Prep FOCUSED

    CMA Part II Prep FOCUSED

    By: Cara Eisemann
    Financial Ratio Summary, Liquidity, Solvency, and Leverage Ratios, Profitability and Per-Share Ratios ...
    16
    Decks
    290
    Flashcards
    1
    Learner
  • AFC Study
    AFC Study

    AFC Study

    By: Patrick Sutherlin
    1 The Counseling Environment, 2 Client Information, 3_4 Strategic Counseling Plan and Client Goals ...
    26
    Decks
    408
    Flashcards
    2
    Learners
  • FM: Financial Management
    FM: Financial Management

    FM: Financial Management

    By: Tessa Conway
    Formula, Investment Decisions and Valuation (pink), Financing Options (blue) ...
    5
    Decks
    101
    Flashcards
    13
    Learners
  • CFA 3 2019
    CFA 3 2019

    CFA 3 2019

    By: Rogério Castanho Gonçalves
    Ethical and Professional Standards, Behaviour Finance, Private Wealth Mgt (1) ...
    14
    Decks
    225
    Flashcards
    3
    Learners
  • Financial Planning 1 Course
    Financial Planning 1 Course

    Financial Planning 1 Course

    By: Mackenzie Stuart
    Chapter 1 - Managing the Financial Planning Process, Chapter 2 - Budgeting and Consumer Lending, Chapter 3 - Mortgages ...
    7
    Decks
    194
    Flashcards
    10
    Learners
  • Business
    Business

    Business

    By: James G
    Product (12), Place (12), Decisions about marketing mix (12) ...
    33
    Decks
    637
    Flashcards
    1
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  • Portfolio Management
    Portfolio Management

    Portfolio Management

    By: Zakarias Larsson
    ETFs, Using Multifactor Models, Measuring and Managing Market Risk ...
    6
    Decks
    168
    Flashcards
    1
    Learner
  • Real Estate
    Real Estate

    Real Estate

    By: Joshua Madden
    Chapter 1: The Real Estate Business, Chapter 2: Rights in Real Estate, Chapter 3: Interests & Estates ...
    24
    Decks
    402
    Flashcards
    12
    Learners
  • CPA1
    CPA1

    CPA1

    By: Roberta Boyea
    CPA1, Economics, FAR ...
    30
    Decks
    772
    Flashcards
    2
    Learners
  • 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
  • IFoA CP1
    IFoA CP1

    IFoA CP1

    By: Harry Moss
    1. Actuarial Advice, 2. External Environment, 3. Regulation ...
    11
    Decks
    414
    Flashcards
    2
    Learners
  • Business Studies
    Business Studies

    Business Studies

    By: Alice Cottam
    Chapter 42- Communication, Business Studies Equations, Chapter 42- Communication ...
    51
    Decks
    1,384
    Flashcards
    1
    Learner
  • HS328: Investments
    HS328: Investments

    HS328: Investments

    By: Darren Evensen
    Chapter 1: Securities Markets & Market Mechanics, Chapter 2: Measuring Returns & Risk, Chapter 3: Managing Portfolios (Theory) ...
    14
    Decks
    138
    Flashcards
    47
    Learners

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