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  • J12 - Securities Advice & Dealing
    J12 - Securities Advice & Dealing

    J12 - Securities Advice & Dealing

    By: Ruairi Dennehy
    Chapter 1 - Equities, Chapter 2 - Bonds, Chapter 3 - Cash, Money Markets and Fx ...
    11
    Decks
    107
    Flashcards
    8
    Learners
  • CFA Material
    CFA Material

    CFA Material

    By: Eric Gonzalez
    Corporate Finance and Portfolio Mgt., Financial Reporting & Analysis, Ethical and Professional Standards ...
    6
    Decks
    405
    Flashcards
    3
    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
  • CFP - INVESTMENTS
    CFP - INVESTMENTS

    CFP - INVESTMENTS

    By: Jerod Yee
    Fundamental of Investments (L1), Portfolio Theory (L2), Measuring Return (L3) ...
    8
    Decks
    226
    Flashcards
    1
    Learner
  • Finance
    Finance

    Finance

    By: Layan Al-Sabi
    Time Value of Money, Investment Returns and Risk, Financial Markets and Decisions ...
    24
    Decks
    279
    Flashcards
    1
    Learner
  • Investment Planning
    Investment Planning

    Investment Planning

    By: Ethan Hightower
    Key Principles of Investing, Securities Markets, the SEC, and the Fed, Equity Securities ...
    14
    Decks
    264
    Flashcards
    1
    Learner
  • CFA Level III
    CFA Level III

    CFA Level III

    By: Venera Saparaliev
    Ethics, Behavioral Finance, Private Wealth Mgmnt ...
    16
    Decks
    128
    Flashcards
    4
    Learners
  • SOA QFI PM
    SOA QFI PM

    SOA QFI PM

    By: Nathaniel Chin
    HOFIS Ch1, HOFIS Ch2, HOFIS Ch7 ...
    49
    Decks
    510
    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
    1
    Learner
  • Strategic Finance
    Strategic Finance

    Strategic Finance

    By: Jamie Perritt
    Week 1 - Ratio Analysis, Week 2 - Investment Appraisal/Valuations, Week 3 - Portfolio Theory & CAPM ...
    5
    Decks
    73
    Flashcards
    1
    Learner
  • 1.F105 Finance and Investments
    1.F105 Finance and Investments

    1.F105 Finance and Investments

    By: Bassie .
    Chapter 1: Derivatives, Chapter 2: Derivatives 2, Chapter 3: Specialist Asset Classes ...
    22
    Decks
    272
    Flashcards
    1
    Learner
  • 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
  • CFP Exam Prep
    CFP Exam Prep

    CFP Exam Prep

    By: Marques Young
    Fundamentals & Insurance - Ethics, Law & Code of Ethics, Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection, Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance ...
    21
    Decks
    561
    Flashcards
    2
    Learners
  • CFMP - Certified Financial Markets Professional
    CFMP - Certified Financial Markets Professional

    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
    2
    Learners
  • IFM
    IFM

    IFM

    By: Yulisa Lo
    Options, Market Efficiency and Behavioral Finance, Greeks ...
    11
    Decks
    131
    Flashcards
    13
    Learners
  • Solom
    Solom

    Solom

    By: Ryan Congrove
    Economics, Unit 1 - Chapter 1 - Securities Regs, Unit 1 - Chapter 3B - Fed & State Regulation Of IA & RIAs ...
    23
    Decks
    884
    Flashcards
    1
    Learner
  • 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
    4
    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 Level 1
    CFA Level 1

    CFA Level 1

    By: Alex Campolo
    29 - FR&A - Inventories, 30 - FR&A - Long-lived Assets, 1 - Code of Ethics and Standards of Professional Conduct ...
    11
    Decks
    121
    Flashcards
    4
    Learners
  • Exam
    Exam

    Exam

    By: Kelsey Thompson
    Quantitative Methods, Economics, Financial Reporting and Analysis ...
    9
    Decks
    204
    Flashcards
    1
    Learner
  • Fixed Income securities
    Fixed Income securities

    Fixed Income securities

    By: Ondrej Smitka
    Week 2, Week 4 - Passive portfolio strategies, Week 5 - Active portfolio strategies ...
    5
    Decks
    77
    Flashcards
    2
    Learners
  • 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
  • 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
    1
    Learner
  • Managing Investments
    Managing Investments

    Managing Investments

    By: Alex J
    Topic 1 - Economic Factors that can impact investment management, Topic 2 - How is risk related to return, Topic 3 - Critically Evaluate Portfolio Theory ...
    13
    Decks
    153
    Flashcards
    5
    Learners
  • Series 66 Ed
    Series 66 Ed

    Series 66 Ed

    By: Ed Stone
    Investment Adv Clients, Prohibited And Ethical Biz Practices Under The USA, Portfolio Management And Investment Risk ...
    12
    Decks
    159
    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
  • Alternative Investments
    Alternative Investments

    Alternative Investments

    By: M Warren
    Study Session 13 - Alternative Investments Portfolio Mgmt, Study Session 14 - Risk Management
    2
    Decks
    84
    Flashcards
    4
    Learners
  • CFA Prep (LV1)
    CFA Prep (LV1)

    CFA Prep (LV1)

    By: Nick Black
    Ethics, Quantitative Methods, Economics ...
    10
    Decks
    190
    Flashcards
    2
    Learners
  • Series 65
    Series 65

    Series 65

    By: Michelle Pace
    Ch 1 Laws & Regs Overview, Ch 2 State Reg Of Securities, Ch 3 State Reg Of BDs ...
    16
    Decks
    397
    Flashcards
    1
    Learner
  • CFA
    CFA

    CFA

    By: user delete
    Financial Reporting & Analysis, Corporate Finance, Quantitative ...
    11
    Decks
    161
    Flashcards
    1
    Learner

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