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Decks in this class (32)
CFP - Formulas
Rp,
Rm,
P
19
cards
Introduction to Stocks
All of the following statements c...,
If preferred stock is cumulative ...,
Jessica owns 10 shares of acme to...
30
cards
Fixed-Income Securities
Debt securities that have a matur...,
Debt securities that mature in ov...,
The principal amount of the loan ...
56
cards
Fixed-Income Securities - ReviewQuestions
Review Questions
15
cards
Pooled Investments
Net asset value,
Unit investment trust,
Mutual funds
17
cards
Pooled Investments - Review Questions
Assume that as of yesterday s tra...,
Which of the following are advant...,
Which of the following is true ab...
9
cards
Investment Risks
Interest rate risk,
Reinvestment risk,
Inflation risk
31
cards
Investment Risks - Review Questions
Which of the following are exampl...,
The euro is currently euro 125 if...,
Given that the s p 500 index has ...
20
cards
Buying and Selling Securities
Brokerage services,
The brokerage account,
Asset management account
28
cards
Buying and Selling Securities - Review Questions
Asami is going to purchase 500 sh...,
Antonio bought a 100 share block ...,
Cash vs margin account if donna b...
13
cards
Measures of Investment Returns
Holding period return,
Arithmetic mean,
Geometric mean
15
cards
Measures of Investment Returns - Review Questions
If an investor bought a call opti...,
The hpr can easily be asked for a...,
The hpr can easily be asked for a...
16
cards
Portfolio Management and Measurements
Portfolio standard deviation,
Covariance,
Correlation
9
cards
Portfolio Management and Measurements - Review Questions
If you want to lower the risk of ...,
According to the capm which of th...,
Portfolio a has e r of 8 and a st...
9
cards
Investment Strategies
Dollar cost averaging,
Dividend reinvesting,
Bond ladders bullets and barbells
32
cards
Investment Strategies - Review Questions
Which of the following interest r...,
One characteristic of a company d...,
To immunize a bond portfolio over...
10
cards
Asset Allocation and Portfolio Diversification
Strategic asset allocation saa,
Tactical asset allocation taa,
Phase 1 written policy
9
cards
Asset Allocation and Portfolio Diversification - Review Questions
Which of the following investment...,
Place the typical investment life...,
How is a benchmark portfolio used...
11
cards
Efficient Market Theory (EMT)
Efficient market,
Weak form efficient,
Semi strong form efficient
5
cards
Efficient Market Theory (EMT) - Review Questions
In a perfectly efficient market w...,
Which of the following statements...,
Which of the following correctly ...
7
cards
Asset Pricing Models
Capital asset pricing model capm,
Arbitrage pricing theory,
Behavioral pricing model bapm
11
cards
Asset Pricing Models - Review Questions
Which of the following assets can...,
Emma is evaluating a stock she no...,
Which variable represents the mar...
10
cards
Time Influence on Valuation
The capitalization of income meth...,
Capitalization of income stock,
Convexity
6
cards
Time Influence on Valuation - Review Questions
Mark is basing his investment pla...,
Irr calculations from cfp board r...,
Which of the following statements...
15
cards
Valuation of Stocks and Bonds
0
cards
Valuation of Stocks and Bonds - Review Questions
Mountainside electric company is ...,
Why is the zero growth model usef...,
Where is zero growth ddm useful
12
cards
Futures and Option Strategies
Call option,
Put option,
Security x has a current put pric...
11
cards
Futures and Option Strategies - Review Questions
0
cards
Alternative Investments - Review Questions
An investor is seeking an investm...,
Investors are primarily motivated...,
Which strategy profits from discr...
10
cards
Taxation of Investment Vehicles - Review Questions
Sidney purchased a long term bond...,
Which of the following types of c...,
Are dividends subject to taxes if...
13
cards
Quiz1
Assume that a company has total a...,
The advantages of investing in co...,
Preferred stocks with cumulative ...
30
cards
Quiz2
1 you are building a portfolio an...,
1 jerry has 40 of his portfolio i...,
A financial adviser that recommen...
43
cards
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Investing
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Investments CFP
- 14 decks
- 684 flashcards
- 3 learners
Decks:
Taxation Of Investment Vehicles, Alternative Investments, Futures And Options Strategies, And more!
