Portfolio Flashcards & Quizzes

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

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CFA Level 3 (2020)

CFA Level 3 (2020)

By: Triam Zubeldia

1,384 Cards –

36 Decks –

1 Learner

Sample Decks: Ethics, R4: Professionalism in the Investment Industry, R5: Asset Manager Code of Professional Conduct

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CPWA

CPWA

By: Raymond Tinglin

1,510 Cards –

99 Decks –

51 Learners

Sample Decks: Tax Planning, Charitable Planning, Executive Compensation

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PMT

PMT

By: Mathieu Gouraud

251 Cards –

13 Decks –

5 Learners

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

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CFA Level 2

CFA Level 2

By: Pier-Olivier Marquis

930 Cards –

13 Decks –

656 Learners

Sample Decks: Quantitative Methods, Economics, Ethics

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Wiley Level 2

Wiley Level 2

By: Nick Polito

1,150 Cards –

11 Decks –

2 Learners

Sample Decks: Quant, Econ, FRA

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Competencies

Competencies

By: Tommy Neil

253 Cards –

13 Decks –

1 Learner

Sample Decks: Fire Safety (Level 1 Portfolio), Construction Tech (Level 1 Portfolio), Health & Safety (Level 1 Portfolio)

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LPM

LPM

By: Jaclyn Freed

151 Cards –

7 Decks –

30 Learners

Sample Decks: LPM Lesson 1 - Introducing Lean Portfolio Management, LPM Lesson 2 - Establishing Portfolio Strategy & Vision, LPM Lesson 3 - Realizing Portfolio Vision through Epics

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CFA Level 3

CFA Level 3

By: Michael Hendershot

1,054 Cards –

28 Decks –

4 Learners

Sample Decks: Book 2, Fixed Income, Ethics

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PfMP

PfMP

By: Hieu Nguyen

268 Cards –

5 Decks –

3 Learners

Sample Decks: Portfolio Strategic Management, Portfolio Governance Management, Portfolio Performance Management

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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

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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

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CFA 2

CFA 2

By: Jean Sebastien

1,128 Cards –

9 Decks –

1 Learner

Sample Decks: QUANT, Financial Statement Analysis, Corporate Issuers

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Series 65 Exam

Series 65 Exam

By: Justin Bettinger

324 Cards –

13 Decks –

161 Learners

Sample Decks: Financial Profile Of A Client, Portfolio Management Styles/Techniques, Exam One

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CSC 2

CSC 2

By: Steve P

306 Cards –

15 Decks –

83 Learners

Sample Decks: 13 - F & T Analysis, 15 - Portfolio Approach, 14 -Company Analysis

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CFA Level II

CFA Level II

By: dale Phillips

552 Cards –

13 Decks –

190 Learners

Sample Decks: Ethics, Quantitative Methods, Financial Reporting & Analysis

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CPE106

CPE106

By: Unknown Unknown

249 Cards –

6 Decks –

7 Learners

Sample Decks: MA'AM ELLOIZA DISCUSSION, GROUP 1:OBE, GROUP 2: LEARNING OUTCOMES

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ESG

ESG

By: Pass Pass

734 Cards –

10 Decks –

13 Learners

Sample Decks: Intro ESG, The ESG Market, Environmental Factors

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CFA ESG Investment

CFA ESG Investment

By: Gregor Vulturius

245 Cards –

9 Decks –

162 Learners

Sample Decks: Chapter 1: Introduction to ESG, Chapter 2: ESG Market, Chapter 3: Environmental Factors

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J10 - Discretionary Investment Management

J10 - Discretionary Investment Management

By: Michael Pinion

789 Cards –

15 Decks –

46 Learners

Sample Decks: Formulas, 1. Investment Advice Process, 2. Main Asset Classes - Cash, Bonds, Equities & Property

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Management of Financial Institutions

Management of Financial Institutions

By: Sandie Huang

844 Cards –

7 Decks –

4 Learners

Sample Decks: Risk Management MFI, Insurance MFI, Corporate Banking

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CFA ESG Investing

CFA ESG Investing

By: Kevin Unknown

674 Cards –

10 Decks –

4 Learners

Sample Decks: Chapter 1 - Introduction to ESG Investing, Chapter 2 - The ESG Market, Chapter 3 - Environmental Factors

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CFP Exam

CFP Exam

By: Kelly Lynch

1,094 Cards –

24 Decks –

122 Learners

Sample Decks: Ethics, RIAs, Business Cycles, Consumer Protection

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CFA Exam Level 1

CFA Exam Level 1

By: Nick Polito

1,098 Cards –

10 Decks –

4 Learners

Sample Decks: Economics, Quant, FRA

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Financial modelling

Financial modelling

By: Jedde Reuters

364 Cards –

11 Decks –

3 Learners

Sample Decks: Hedge funds, Performance evlaution and portfolio analytics, Applied portfolio management

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FIN206 INV MGMT

FIN206 INV MGMT

By: Elli Izō

168 Cards –

8 Decks –

1 Learner

Sample Decks: T3 Asset Allocation, T4 Managing an Equity Portfolio, T5 Managing a Fixed Income Portfolio

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CFA Exam Level 2

CFA Exam Level 2

By: Nick Polito

582 Cards –

10 Decks –

2 Learners

Sample Decks: Fixed Income, Ethics, Derivatives

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CFA

CFA

By: Jordan Sidaway

668 Cards –

10 Decks –

13 Learners

Sample Decks: Quantitative Methods, Economics, Financial Statements

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CFA Level 2

CFA Level 2

By: Tony Le

367 Cards –

9 Decks –

34 Learners

Sample Decks: Corporate Finance, Financial Reporting And Analysis, Equity

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Kyle CFA (Hold File)

Kyle CFA (Hold File)

By: Kyle Greene

985 Cards –

41 Decks –

2 Learners

Sample Decks: (48) Derivative Markets and Instruments, (50) Introduction to Alternative Investments, (51) Portfolio Management: An Overview

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AEM 5241

AEM 5241

By: Jefferson Akers

420 Cards –

34 Decks –

3 Learners

Sample Decks: TMV, Bonds, Bond Definitions

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CPWA

CPWA

By: katheryn jones

372 Cards –

11 Decks –

168 Learners

Sample Decks: Ethics, Behavioral Finance, Family Wealth Dynamics

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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

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Actuarial Risk Management CA1

Actuarial Risk Management CA1

By: Rayno Mostert

1,656 Cards –

57 Decks –

493 Learners

Sample Decks: Chapter 0: CA1, Chapter 1, 2 - Professionalism & Stakeholders, Chapter 3 - External Environment

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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

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Final Exam

Final Exam

By: Kimmy Barr

68 Cards –

3 Decks –

225 Learners

Sample Decks: Chapter 8 - Efficient Market Hypothesis, Chapter 9 - Behavior Finance And Technical Analysis, Chapter 18 - Portfolio Performance Evaluation

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FM300 MT

FM300 MT

By: Jason Adjei

282 Cards –

10 Decks –

1 Learner

Sample Decks: The capital Asset pricing model, Empirical tests, Empirical evidence of the CAPM and multifactor models

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Investments

Investments

By: Hannah Foley

549 Cards –

19 Decks –

2 Learners

Sample Decks: Introduction, Opportunity set - What can we invest in?, Evaluating the Opportunity Set

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CIMA

CIMA

By: Shenandoah Sampson

352 Cards –

22 Decks –

10 Learners

Sample Decks: Statistics, TVM & Economics, Capital Markets

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CFA ESG

CFA ESG

By: Sam Thompson

201 Cards –

9 Decks –

20 Learners

Sample Decks: Introduction to ESG, The ESG Market, Environmental Factors

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CFA3

CFA3

By: Adam Stack

313 Cards –

8 Decks –

1 Learner

Sample Decks: Behavioral Finance, Portfolio Management, Equity

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CFA Level 2

CFA Level 2

By: Benedikt Lucas

594 Cards –

10 Decks –

8 Learners

Sample Decks: ***KEY CONCEPTS***, Financial Reporting Analysis, Fixed Income

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Canadian securities Course VO2

Canadian securities Course VO2

By: Hau Vu

735 Cards –

14 Decks –

52 Learners

Sample Decks: Chapter 13, Chapter 14: Company Analysis, Chapter 15: Introduction to the Portfolio Approach

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Finance

Finance

By: Rita Pedreira

482 Cards –

6 Decks –

6 Learners

Sample Decks: Financial Math, Bonds, Stock

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Private: Actuarial F105 - Finance & Investments

Private: Actuarial F105 - Finance & Investments

By: Ryan Olivier

433 Cards –

19 Decks –

14 Learners

Sample Decks: Ch 1 +2 - Derivatives, Ch 3 - Specialist Asset Classes (1), Ch 4 - Specialist Asset Classes (2)

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Finance 2

Finance 2

By: Dominique Higgins

322 Cards –

10 Decks –

34 Learners

Sample Decks: PORTFOLIO THEORY, PORTFOLIO THEORY AND THE CAPITAL ASSET PRICING MODEL, FOREIGN CURRENCY RISK / INTEREST RATE RISK

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CAS Exam 9

CAS Exam 9

By: Camille Simard

886 Cards –

24 Decks –

1 Learner

Sample Decks: Grossi, Clark, Bernegger

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F105 - Finance and Investment Principles

F105 - Finance and Investment Principles

By: Paul Nheera

420 Cards –

24 Decks –

27 Learners

Sample Decks: Chapter 1: Derivatives (1), Chapter 2: Derivatives (2), Chapter 3: Specialist asset classes (1)

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CFA

CFA

By: anuj jain

550 Cards –

10 Decks –

2 Learners

Sample Decks: Corporate Finance, Equity, Derivatives

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Ortho ST3 Interview

Ortho ST3 Interview

By: Joe Battle

478 Cards –

12 Decks –

2 Learners

Sample Decks: Trauma, Spine, AO Basics

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