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  • J10 - Discretionary Investment Management
    J10 - Discretionary Investment Management

    J10 - Discretionary Investment Management

    By: Michael Pinion
    Formulas, 1. Investment Advice Process, 2. Main Asset Classes - Cash, Bonds, Equities & Property ...
    15
    Decks
    789
    Flashcards
    94
    Learners
  • CFP
    CFP

    CFP

    By: ryan halvorson
    Rules of Conduct, Code of Ethics, Financial Planning Practice Standards ...
    51
    Decks
    1,030
    Flashcards
    324
    Learners
  • 66: 3. Investment Vehicles
    66: 3. Investment Vehicles

    66: 3. Investment Vehicles

    By: David Freiler
    Derivatives, Alternative Investments, Insurance-based Products ...
    4
    Decks
    158
    Flashcards
    235
    Learners
  • 2020 CFA LEVEL II
    2020 CFA LEVEL II

    2020 CFA LEVEL II

    By: Pass Pass
    FRA - Intercorporate investment, FRA - Pension, FRA - Multinational Operations ...
    15
    Decks
    766
    Flashcards
    14
    Learners
  • CAIA Level 2 2021
    CAIA Level 2 2021

    CAIA Level 2 2021

    By: Haiko Aragon
    Ethics, Regulations, ESG, Models, Institutional Asset Owners and Investment Policies ...
    9
    Decks
    364
    Flashcards
    17
    Learners
  • Investments CFP
    Investments CFP

    Investments CFP

    By: Patrick H
    Taxation of Investment Vehicles, Alternative Investments, Futures and Options strategies ...
    14
    Decks
    684
    Flashcards
    3
    Learners
  • CFA L1
    CFA L1

    CFA L1

    By: Nishtha Bajaj
    CFA L1, Fixed Income: Credit Risk & Analysis, Fixed Income Securitisation: ABS/MBS ...
    16
    Decks
    1,490
    Flashcards
    2
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  • Wiley Level 2
    Wiley Level 2

    Wiley Level 2

    By: Nick Polito
    Quant, Econ, FRA ...
    11
    Decks
    1,150
    Flashcards
    3
    Learners
  • CFA Exam Level 1
    CFA Exam Level 1

    CFA Exam Level 1

    By: Nick Polito
    Economics, Quant, FRA ...
    10
    Decks
    1,098
    Flashcards
    6
    Learners
  • 1 CFA
    1 CFA

    1 CFA

    By: Laolu Ayeko
    Ethics, Quantitative Methods 1, Quantitative Methods 2 ...
    26
    Decks
    1,225
    Flashcards
    46
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  • Z - CFA Level 1 Backup
    Z - CFA Level 1 Backup

    Z - CFA Level 1 Backup

    By: Nick Polito
    ECON, Quant, Fixed Income ...
    10
    Decks
    1,082
    Flashcards
    4
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  • SS Own Cards
    SS Own Cards

    SS Own Cards

    By: Shekar Supanekar
    Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring Return ...
    35
    Decks
    3,173
    Flashcards
    3
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  • CFA Exam Level 2
    CFA Exam Level 2

    CFA Exam Level 2

    By: Nick Polito
    Fixed Income, Ethics, Derivatives ...
    10
    Decks
    582
    Flashcards
    3
    Learners
  • Investment Practice
    Investment Practice

    Investment Practice

    By: Freddie Melvin
    Quantitative Methods, Micro-economics, Macro-economics ...
    12
    Decks
    661
    Flashcards
    2
    Learners
  • CAIA Level 1
    CAIA Level 1

    CAIA Level 1

    By: Ross McLister
    1. What is alternative investment?, 2. The Environment of Alternative Investments, 3. Quantitative Foundations ...
    38
    Decks
    2,130
    Flashcards
    588
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  • Unit 2
    Unit 2

    Unit 2

    By: Jason Lewis
    Unit 2, One, Unit 2 ...
    18
    Decks
    1,560
    Flashcards
    1
    Learner
  • CAIA Level 1 2020 march
    CAIA Level 1 2020 march

    CAIA Level 1 2020 march

    By: buli muli
    1. What is alternative investment?, 2. The Environment of Alternative Investments, 3. Quantitative Foundations ...
    38
    Decks
    2,143
    Flashcards
    155
    Learners
  • CPWA
    CPWA

    CPWA

    By: Raymond Tinglin
    Tax Planning, Charitable Planning, Executive Compensation ...
    99
    Decks
    1,510
    Flashcards
    126
    Learners
  • AFAI: Investments
    AFAI: Investments

    AFAI: Investments

    By: Unknown Unknown
    1: The economic environment, 2. Deposit-based investments, 3. Fixed-interest investments ...
    15
    Decks
    452
    Flashcards
    1
    Learner
  • CFA Level 2
    CFA Level 2

    CFA Level 2

    By: Benedikt Lucas
    ***KEY CONCEPTS***, Financial Reporting Analysis, Fixed Income ...
    10
    Decks
    594
    Flashcards
    11
    Learners
  • CFA Level 2
    CFA Level 2

    CFA Level 2

    By: Gabriel Tishelman
    Equity, Portfolio Management, Corporate Finance ...
    11
    Decks
    893
    Flashcards
    1
    Learner
  • AF4 (JS)
    AF4 (JS)

    AF4 (JS)

    By: Jessica Streeter
    Calculations, Investment Process & wrappers, Derivatives ...
    21
    Decks
    383
    Flashcards
    4
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Pier-Olivier Marquis
    Ethical and Professional Standards, Behavioral Finance, Private Wealth Management ...
    19
    Decks
    800
    Flashcards
    56
    Learners
  • CFA
    CFA

    CFA

    By: Jordan Sidaway
    Quantitative Methods, Economics, Financial Statements ...
    10
    Decks
    668
    Flashcards
    13
    Learners
  • CFA Level 2
    CFA Level 2

    CFA Level 2

    By: Tony Le
    Corporate Finance, Financial Reporting And Analysis, Equity ...
    9
    Decks
    367
    Flashcards
    36
    Learners
  • R02 - 2023
    R02 - 2023

    R02 - 2023

    By: Jay Ngo
    1 - Cash investments and fixed-interests securities, 2 - Equties, property and alternative investments, 3 - Economic environment ...
    11
    Decks
    688
    Flashcards
    6
    Learners
  • CFA Level 1 - Quantitative Methods
    CFA Level 1 - Quantitative Methods

    CFA Level 1 - Quantitative Methods

    By: Zach Laux
    Time Value of Money, Discounted Cash Flows, Statistical Concepts and Market Returns ...
    29
    Decks
    883
    Flashcards
    212
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Jarvis Alexander
    Capital Market Expectations, Behavioral Finance, Private Wealth Management ...
    17
    Decks
    607
    Flashcards
    257
    Learners
  • BOMI Real Estate Investment & Finance
    BOMI Real Estate Investment & Finance

    BOMI Real Estate Investment & Finance

    By: Michael Hodge
    Chapter 1 Introduction to Investments, Chapter 2 Real Estate as an Investment Alternative, Chapter 3 Investment Math: Quick Estimate and Financial Calculators ...
    14
    Decks
    308
    Flashcards
    112
    Learners
  • Series 66 Exam
    Series 66 Exam

    Series 66 Exam

    By: Katharine Tomasino
    Unit 2, Unit 3, Unit 4 ...
    18
    Decks
    856
    Flashcards
    10
    Learners

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