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  • Series 66 Self Study
    Series 66 Self Study

    Series 66 Self Study

    By: Griffin Horne
    Chapter 1- Federal Securities Regulations-5 Questions, Chapter 2 Sections 1-6- state Regulation under The uniform securities Act- 23 questions, Chapter 2 Continued ...
    22
    Decks
    554
    Flashcards
    18
    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
  • HS328 Investment Planning
    HS328 Investment Planning

    HS328 Investment Planning

    By: Ashleigh Baratta
    Chapter 2: Market Structure, Asset Classes, And Securities Law, Chapter 3: Risk & Return, Chapter 4: Portfolio Theory ...
    9
    Decks
    357
    Flashcards
    2
    Learners
  • CFP 502- Investment planning
    CFP 502- Investment planning

    CFP 502- Investment planning

    By: Rebeca Boroica
    502- 1 Security Markets and Economic Environment, 502- 2 Investment Risk and Return, 502-3 Modern Portfolio Theory and Behavioral Finance ...
    6
    Decks
    388
    Flashcards
    10
    Learners
  • CFA
    CFA

    CFA

    By: Philippe Theriault
    Alternative investments, Derivatives, Portfolio management I ...
    7
    Decks
    387
    Flashcards
    1
    Learner
  • WME
    WME

    WME

    By: Mathieu Gouraud
    CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans ...
    16
    Decks
    364
    Flashcards
    30
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Brady Renn
    Chapter 15-18 Equity, Chapter 19-20 Alternative Investments, Chapter 05-07 Asset Allocation ...
    15
    Decks
    427
    Flashcards
    1
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  • 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
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  • Fundamentals CAIA
    Fundamentals CAIA

    Fundamentals CAIA

    By: Ross McLister
    Portfolio Concepts, The Investment Environment, Asset classes and Financial Instruments ...
    8
    Decks
    87
    Flashcards
    13
    Learners
  • CFA L3 Matheus
    CFA L3 Matheus

    CFA L3 Matheus

    By: Matheus Prates
    Section 3 - Fixed Income, Section 3 - Equity PM, Section 2 - R5/R6/R7 - Asset Allocation ...
    18
    Decks
    649
    Flashcards
    2
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  • Investment Planning
    Investment Planning

    Investment Planning

    By: Brian Leach
    Investment Planning - Fundamentals of Investments, Portfolio Theory, Measuring Return ...
    8
    Decks
    179
    Flashcards
    2
    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
  • CFA
    CFA

    CFA

    By: Benjamin Litherland
    Standards of Professional Conduct, Code of Ethics, SS 7. FR&A: Introduction ...
    20
    Decks
    778
    Flashcards
    121
    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
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  • Series 7
    Series 7

    Series 7

    By: Hudson Good
    Series 7 Terms, Series 7 STC Municipal Bonds (Ch. 7), Series 7 STC U.S. Treasury and Gov. Agency (Ch. 8) ...
    21
    Decks
    2,634
    Flashcards
    3
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  • AF1 2024/25
    AF1 2024/25

    AF1 2024/25

    By: Joe Fowler
    Income Tax, NICs, CGT ...
    16
    Decks
    196
    Flashcards
    3
    Learners
  • 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
  • Portfolio & Financial markets
    Portfolio & Financial markets

    Portfolio & Financial markets

    By: Hamish Annan
    Equations, Seminars, past paper bank ...
    13
    Decks
    323
    Flashcards
    1
    Learner
  • SJP LLP
    SJP LLP

    SJP LLP

    By: Adam Sheehan
    Contributing to Pensions, Pensions: HMRC Rules for Crystallisation Events, CII Definitions ...
    5
    Decks
    70
    Flashcards
    6
    Learners
  • 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
  • Learn 7
    Learn 7

    Learn 7

    By: Michael Sheen
    Unit 1: Types Of Accounts, Unit 2:  Obtain Necessary Suitability Information and Approvals, Chapter 01: Building an Investor Profile ...
    22
    Decks
    1,285
    Flashcards
    1
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  • Jack's Advanced Investment Strategies
    Jack's Advanced Investment Strategies

    Jack's Advanced Investment Strategies

    By: Jack Harvey
    Chapter 8 - Mutual Funds, Chapter 7 - Debt Securities, Chapter 9 - Alternative Investments ...
    7
    Decks
    131
    Flashcards
    1
    Learner
  • MDG Revision October Exam
    MDG Revision October Exam

    MDG Revision October Exam

    By: Mark Grubert
    Investment Formulas, Various- Revision, Chapter 8 Portfolio Performance ...
    11
    Decks
    249
    Flashcards
    1
    Learner
  • 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
  • 3. AF4
    3. AF4

    3. AF4

    By: Angela Geraghty
    Cash & Fixed Interest, Investment Valuation Ratios, Equity Valuation ...
    15
    Decks
    290
    Flashcards
    1
    Learner
  • 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
  • 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
  • AF4 Investment planning
    AF4 Investment planning

    AF4 Investment planning

    By: Ashley Deleane
    Time Value of Money, Future Value, Holding Period Returns, Equity Ratios, Types of Equities, Fixed Interest, Investments Trusts ...
    7
    Decks
    156
    Flashcards
    1
    Learner
  • investments
    investments

    investments

    By: Duncan Ramler
    Chapter 1 - background and issues, Chapter 2 - asset classes and financial instruments, Chapter 3 - securities markets ...
    14
    Decks
    715
    Flashcards
    2
    Learners

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