Investment Manage Flashcards & Quizzes

CAIA

CAIA

By: Robert Grumbles

2,283 Cards –

39 Decks –

100 Learners

Sample Decks: CAIA - Equations, CAIA - Ethics - Standards I, II, and III, CAIA - Ethics - Standards IV, V and VI

Show Class
CFA Level 3

CFA Level 3

By: Pier-Olivier Marquis

800 Cards –

19 Decks –

52 Learners

Sample Decks: Ethical and Professional Standards, Behavioral Finance, Private Wealth Management

Show Class
Actuarial CA1 Revision

Actuarial CA1 Revision

By: Rayno Mostert

653 Cards –

46 Decks –

113 Learners

Sample Decks: Chapter 1: Professionalism, Chapter 2: Stakeholders, Chapter 3: External Environment

Show Class
CFA Level 2

CFA Level 2

By: Pier-Olivier Marquis

930 Cards –

13 Decks –

656 Learners

Sample Decks: Quantitative Methods, Economics, Ethics

Show Class
CFA Level 3

CFA Level 3

By: Katherine Quinn-Shea

1,216 Cards –

31 Decks –

379 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
CFA Level 3

CFA Level 3

By: Denis Zh., CFA FRM

1,178 Cards –

30 Decks –

46 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
Intro to Business

Intro to Business

By: erica cramer

1,773 Cards –

41 Decks –

1,059 Learners

Sample Decks: Areas of Business, Chapter 1 test, Chapter 2 test

Show Class
AFM103 Introductory Finance

AFM103 Introductory Finance

By: Emily Nilsen

702 Cards –

11 Decks –

112 Learners

Sample Decks: 2019 - February, Topic 1 - Personal Financial Planning, Topic 2 - Financial Planning Skills

Show Class
Series 66

Series 66

By: Jeff Toone

1,187 Cards –

21 Decks –

3 Learners

Sample Decks: Ch 1 Laws, Regulations and Guidelines Overview, Ch 2 State Registration of Securities, Ch 2 State Registration of Securities Part II

Show Class
1 CFA

1 CFA

By: Laolu Ayeko

1,225 Cards –

26 Decks –

34 Learners

Sample Decks: Ethics, Quantitative Methods 1, Quantitative Methods 2

Show Class
Lucy's CFA Level 3 Notes

Lucy's CFA Level 3 Notes

By: Lucy L

1,217 Cards –

31 Decks –

107 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
A311 Actuarial Risk Management (2020) - Contact on Linkedin for access

A311 Actuarial Risk Management (2020) - Contact on Linkedin for access

By: Andrich Viljoen

938 Cards –

42 Decks –

148 Learners

Sample Decks: Ch 0: Introduction, Ch 1: Actuarial Advice, Ch 2: The external environment

Show Class
CFA Level 3

CFA Level 3

By: Jarvis Alexander

607 Cards –

17 Decks –

249 Learners

Sample Decks: Capital Market Expectations, Behavioral Finance, Private Wealth Management

Show Class
CPWA

CPWA

By: Raymond Tinglin

1,510 Cards –

99 Decks –

51 Learners

Sample Decks: Tax Planning, Charitable Planning, Executive Compensation

Show Class
CFA Level 3

CFA Level 3

By: Michael Hendershot

1,054 Cards –

28 Decks –

4 Learners

Sample Decks: Book 2, Fixed Income, Ethics

Show Class
Business studies (A levels)

Business studies (A levels)

By: Chris Heberden

1,269 Cards –

40 Decks –

2,733 Learners

Sample Decks: Chapter 1 (Enterprise), Ratios, Chapter 2 (Business structure)

Show Class
CFP

CFP

By: ryan halvorson

1,030 Cards –

51 Decks –

290 Learners

Sample Decks: Rules of Conduct, Code of Ethics, Financial Planning Practice Standards

Show Class
FRM Part 2 - LOD

FRM Part 2 - LOD

By: T L

1,257 Cards –

31 Decks –

13 Learners

Sample Decks: Topics 1-2, Topics 3-5, Topics 6-9

Show Class
Series 66

Series 66

By: Leo O'Connor

1,364 Cards –

12 Decks –

74 Learners

Sample Decks: Laws, Regulations and Guidelines Overview, State Registration of Securities, State Regulation Governing Broker-Dealers and Agents

Show Class
SIE Exam Prep 2 -- SANDBOX

SIE Exam Prep 2 -- SANDBOX

By: Andrew Cohen

1,499 Cards –

14 Decks –

61 Learners

Sample Decks: Equity Securities, Debt Securities, Types of Bonds

Show Class
Private: A311 Actuarial Risk Management (2021)

Private: A311 Actuarial Risk Management (2021)

By: Ryan Olivier

909 Cards –

43 Decks –

45 Learners

Sample Decks: Acronyms, Idea Generation, Ch 0: Introduction

Show Class
CAIA Level 1 2020 march

CAIA Level 1 2020 march

By: Bajram Merovci

2,143 Cards –

38 Decks –

146 Learners

Sample Decks: 1. What is alternative investment?, 2. The Environment of Alternative Investments, 3. Quantitative Foundations

Show Class
Compliance Laws and Regulations

Compliance Laws and Regulations

By: M B

2,197 Cards –

35 Decks –

14 Learners

Sample Decks: TILA, Compliance Management System (CMS), Pre-Exam Planning (PEP)

Show Class
CAIA Level 1

CAIA Level 1

By: Ross McLister

2,130 Cards –

38 Decks –

497 Learners

Sample Decks: 1. What is alternative investment?, 2. The Environment of Alternative Investments, 3. Quantitative Foundations

Show Class
CTP 6th Edition

CTP 6th Edition

By: Anitra Davis

1,388 Cards –

64 Decks –

59 Learners

Sample Decks: CH 1. Role of Treasury Management, CH 2. Legal, Regulatory and Tax Environment, CH 3. Banks and Financial Institutions

Show Class
Tessa S2

Tessa S2

By: AYW Liu

1,311 Cards –

18 Decks –

2 Learners

Sample Decks: Auditing, Financial Risk Management, IFRS 1

Show Class
BSc Business Management

BSc Business Management

By: Aidan Baker

708 Cards –

37 Decks –

23 Learners

Sample Decks: 5003 - Corporate Social Responsibility (CSR), Sustainability, and the Circular Economy - Basics (Lecture 1), 5003 - Corporate Social Responsibility (CSR), Sustainability, and the Circular Economy - How to be a good Corporate Citizen (Lecture 2), 5003 - Corporate Social Responsibility (CSR), Sustainability, and the Circular Economy - Globalisation (Lecture 3)

Show Class
CFA Exam Level 1

CFA Exam Level 1

By: Nick Polito

1,098 Cards –

10 Decks –

4 Learners

Sample Decks: Economics, Quant, FRA

Show Class
FM (BPP)

FM (BPP)

By: Nick Duley

933 Cards –

52 Decks –

1 Learner

Sample Decks: Dividend Policy, Dividend Irrelevance Theory, Alternative Cash Dividends

Show Class
3. Exam 3.1

3. Exam 3.1

By: Thandeka Mokoena

1,588 Cards –

56 Decks –

3 Learners

Sample Decks: Past Exam Questions, Glossary, Chapter 0: CA1

Show Class
Business studies

Business studies

By: Boitshoko Anderson

517 Cards –

10 Decks –

3 Learners

Sample Decks: Business environments, Human capital/Human resources, Corporate Social responsibiltiy

Show Class
CFA Level 3

CFA Level 3

By: justin williams

518 Cards –

32 Decks –

4 Learners

Sample Decks: Reading 7: The Behavioral Finance Perspective, Reading 8: The Behavioural Biases of Individuals, Reading 9: Behavioural Finance & Investment Process

Show Class
Investment Practice

Investment Practice

By: Freddie Melvin

661 Cards –

12 Decks –

3 Learners

Sample Decks: Quantitative Methods, Micro-economics, Macro-economics

Show Class
CFA 2

CFA 2

By: Jean Sebastien

1,128 Cards –

9 Decks –

1 Learner

Sample Decks: QUANT, Financial Statement Analysis, Corporate Issuers

Show Class
OLD - CFA Exam Level 3

OLD - CFA Exam Level 3

By: Nick Polito

529 Cards –

11 Decks –

1 Learner

Sample Decks: Behavioral Finance, Capital Market Expectations, Ethics

Show Class
PMT

PMT

By: Mathieu Gouraud

251 Cards –

13 Decks –

5 Learners

Sample Decks: Portfolio Management: Overview, Ethics and Portfolio Management, The Institutional Investor

Show Class
FM

FM

By: Nick Duley

1,424 Cards –

81 Decks –

1 Learner

Sample Decks: Financial Management Purpose, Financial Management Purpose (2), Formulas Used

Show Class
Actuarial Risk Management

Actuarial Risk Management

By: Kevin Hendriks

735 Cards –

26 Decks –

17 Learners

Sample Decks: 0 - Actuarial control cylce, 1 - Actuarial advice, 2 - External environment

Show Class
Financial Management

Financial Management

By: lipton Tea

725 Cards –

21 Decks –

13 Learners

Sample Decks: Assumed Knowledge, Basic investment appraisal techniques, 3) Investment Appraisal DCF Technique

Show Class
CFA Exam Level 3

CFA Exam Level 3

By: Nick Polito

802 Cards –

13 Decks –

2 Learners

Sample Decks: Behavioral Finance, Capital Market Expectations, Asset Allocation

Show Class
CP1 Actuarial Practice

CP1 Actuarial Practice

By: Han Feng

712 Cards –

28 Decks –

21 Learners

Sample Decks: Chapter 0-Introduction to Subject CP1, Chapter 1-Actuarial advice, Chapter 2-External environment

Show Class
2020 CFA LEVEL II

2020 CFA LEVEL II

By: Pass Pass

766 Cards –

15 Decks –

15 Learners

Sample Decks: FRA - Intercorporate investment, FRA - Pension, FRA - Multinational Operations

Show Class
A311

A311

By: Danė Broodryk

593 Cards –

26 Decks –

14 Learners

Sample Decks: Chapter 0: What is A311 all about, Chapter 1: Actuarial advice, Chapter 2: External environment

Show Class
FINC3017 - IPM FINAL

FINC3017 - IPM FINAL

By: caitlin douglas

613 Cards –

12 Decks –

3 Learners

Sample Decks: TOPIC 1 - INVESTMENT DECISIONS & UNCERTAINTY, TOPIC 2 - INVESTMENT VEHICLES, TOPIC 3 - RISK AND RETURN

Show Class
CFA Exam Level 2

CFA Exam Level 2

By: Nick Polito

582 Cards –

10 Decks –

2 Learners

Sample Decks: Fixed Income, Ethics, Derivatives

Show Class
Investment Foundations

Investment Foundations

By: Alyssa Langis

325 Cards –

20 Decks –

6 Learners

Sample Decks: Chapter 1, Chapter 2, Chapter 3

Show Class
CFA LEVEL 3 2019

CFA LEVEL 3 2019

By: Gareth Rafique

815 Cards –

26 Decks –

13 Learners

Sample Decks: R35 Execution of Portfolio Decisions, R26 Intro to Equity Portfolio Management, R27 Passive Equity Investing

Show Class
CFA3

CFA3

By: Adam Stack

313 Cards –

8 Decks –

1 Learner

Sample Decks: Behavioral Finance, Portfolio Management, Equity

Show Class
Actuarial Risk Management

Actuarial Risk Management

By: Michael Mariano

943 Cards –

43 Decks –

9 Learners

Sample Decks: Chapter A1: Banking, Chapter 0: Actuarial Control Cycle, Chapter 1: Actuarial Advice

Show Class
APC

APC

By: Lottie Coleman

524 Cards –

17 Decks –

13 Learners

Sample Decks: The Red Book, L & T - Rent Reviews, L&T - Lease Renewals

Show Class