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  • Investment and Portfolio Management
    Investment and Portfolio Management

    Investment and Portfolio Management

    By: Rochelle Jane Nariz
    Investment, Money Market, Stock ...
    10
    Decks
    244
    Flashcards
    1
    Learner
  • Investment And Portfolio Management
    Investment And Portfolio Management

    Investment And Portfolio Management

    By: Guia Monique Flores
    Chapter 1, Chapter 3, Chapter 4 ...
    6
    Decks
    442
    Flashcards
    1
    Learner
  • Investment analysis and portfolio management
    Investment analysis and portfolio management

    Investment analysis and portfolio management

    By: Marcelo Leal
    CH 1, CH 18, CH 4 ...
    10
    Decks
    159
    Flashcards
    16
    Learners
  • Investment and Portfolio Management
    Investment and Portfolio Management

    Investment and Portfolio Management

    By: Rochelle Joy A. Macayan
    Investment Concepts to Risk and Return, Risk and Return, [FORMULAS] Risk and Return
    3
    Decks
    62
    Flashcards
    1
    Learner
  • Investment and Portfolio Management
    Investment and Portfolio Management

    Investment and Portfolio Management

    By: JAZMINE NICHOLE CANLAS
    Midterm Topics - Part 1, Midterm Topics - Part 2, Midterm Topics - Part 3
    3
    Decks
    93
    Flashcards
    1
    Learner
  • Investment analysis and portfolio management
    Investment analysis and portfolio management

    Investment analysis and portfolio management

    By: Thảo Nhi
    Chap 1, Chap 2, Chap 3 ...
    11
    Decks
    82
    Flashcards
    2
    Learners
  • CFA L1 - Derivatives, Alternative Investments and Portfolio Management
    CFA L1 - Derivatives, Alternative Investments and Portfolio Management

    CFA L1 - Derivatives, Alternative Investments and Portfolio Management

    By: Karishma Hirani
    Part 1. Derivatives Markets and Instruments, Part 2: Basics of Derivative Pricing and Valuation, Part 4. Portfolio Management: Overview ...
    10
    Decks
    273
    Flashcards
    2
    Learners
  • Derivatives, Alternative Investments, and Portfolio Management
    Derivatives, Alternative Investments, and Portfolio Management

    Derivatives, Alternative Investments, and Portfolio Management

    By: yonii Karas
    Module 48.1: Forwards and Futures, Module 48.2: Swaps and Options, Module 49.1: Forwards and Futures Valuation ...
    19
    Decks
    216
    Flashcards
    1
    Learner
  • Investments and Portfolio Management
    Investments and Portfolio Management

    Investments and Portfolio Management

    By: Mitch Stone
    1. InvPortf. Management Process, 2. Fixed Interest Securities, 4a. Real Estate ...
    10
    Decks
    104
    Flashcards
    2
    Learners
  • Actuarial Risk Management CA1
    Actuarial Risk Management CA1

    Actuarial Risk Management CA1

    By: Rayno Mostert
    Chapter 0: CA1, Chapter 1, 2 - Professionalism & Stakeholders, Chapter 3 - External Environment ...
    57
    Decks
    1,656
    Flashcards
    541
    Learners
  • 1 CFA
    1 CFA

    1 CFA

    By: Laolu Ayeko
    Ethics, Quantitative Methods 1, Quantitative Methods 2 ...
    26
    Decks
    1,225
    Flashcards
    37
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Katherine Quinn-Shea
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    31
    Decks
    1,216
    Flashcards
    391
    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
    55
    Learners
  • CFA Level 3 (2020)
    CFA Level 3 (2020)

    CFA Level 3 (2020)

    By: Triam Zubeldia
    Ethics, R4: Professionalism in the Investment Industry, R5: Asset Manager Code of Professional Conduct ...
    36
    Decks
    1,384
    Flashcards
    6
    Learners
  • CAIA
    CAIA

    CAIA

    By: Robert Grumbles
    CAIA - Equations, CAIA - Ethics - Standards I, II, and III, CAIA - Ethics - Standards IV, V and VI ...
    39
    Decks
    2,283
    Flashcards
    121
    Learners
  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    31
    Decks
    1,217
    Flashcards
    110
    Learners
  • CFA Level 2
    CFA Level 2

    CFA Level 2

    By: Pier-Olivier Marquis
    Quantitative Methods, Economics, Ethics ...
    13
    Decks
    930
    Flashcards
    673
    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
    252
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Denis Zh., CFA FRM
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    30
    Decks
    1,178
    Flashcards
    47
    Learners
  • CPWA
    CPWA

    CPWA

    By: Raymond Tinglin
    Tax Planning, Charitable Planning, Executive Compensation ...
    99
    Decks
    1,510
    Flashcards
    81
    Learners
  • 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
    60
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Michael Hendershot
    Book 2, Fixed Income, Ethics ...
    28
    Decks
    1,054
    Flashcards
    4
    Learners
  • Series 66
    Series 66

    Series 66

    By: Jeff Toone
    Ch 1 Laws, Regulations and Guidelines Overview, Ch 2 State Registration of Securities, Ch 2 State Registration of Securities Part II ...
    21
    Decks
    1,187
    Flashcards
    4
    Learners
  • PMT
    PMT

    PMT

    By: Mathieu Gouraud
    Portfolio Management: Overview, Ethics and Portfolio Management, The Institutional Investor ...
    13
    Decks
    251
    Flashcards
    5
    Learners
  • CFP
    CFP

    CFP

    By: ryan halvorson
    Rules of Conduct, Code of Ethics, Financial Planning Practice Standards ...
    51
    Decks
    1,030
    Flashcards
    312
    Learners
  • Series 66
    Series 66

    Series 66

    By: Leo O'Connor
    Laws, Regulations and Guidelines Overview, State Registration of Securities, State Regulation Governing Broker-Dealers and Agents ...
    12
    Decks
    1,364
    Flashcards
    77
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: justin williams
    Reading 7: The Behavioral Finance Perspective, Reading 8: The Behavioural Biases of Individuals, Reading 9: Behavioural Finance & Investment Process ...
    32
    Decks
    518
    Flashcards
    6
    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
    Learners
  • ESG
    ESG

    ESG

    By: Pass Pass
    Intro ESG, The ESG Market, Environmental Factors ...
    10
    Decks
    734
    Flashcards
    17
    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
    200
    Learners

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