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Learn Investment Trust

Study Investment Trust using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!
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  • Book 5: portfolio management and professional and ethical standards
    Book 5: portfolio management and professional and ethical standards

    Book 5: portfolio management and professional and ethical standards

    By: Trevor Dee
    Reading 61: portfolio management- an overview, Reading 62: portfolio risk and return- part I, Reading 63: portfolio risk and return- part II ...
    13
    Decks
    109
    Flashcards
    1
    Learner
  • LLP
    LLP

    LLP

    By: Gareth Oldham
    Income Tax and Cash Flow, LTC, Pension & FAD ...
    8
    Decks
    77
    Flashcards
    3
    Learners
  • AF5
    AF5

    AF5

    By: Nick Tock
    Risk, Review, Security Of David’s Cash ...
    31
    Decks
    76
    Flashcards
    11
    Learners
  • GGR03
    GGR03

    GGR03

    By: George Greenhaugh
    Chapter 1 Income Tax, Workbook 2 NI, Workbook3 CGT ...
    7
    Decks
    104
    Flashcards
    1
    Learner
  • AF1
    AF1

    AF1

    By: Unknown Unknown
    CGT, Trusts, General ...
    6
    Decks
    48
    Flashcards
    1
    Learner
  • Tax Planning
    Tax Planning

    Tax Planning

    By: Alexander Ling
    Module 1 Income Tax Fundamentals and Calculations, Module 2 Investment Vehicle Taxation, NII, Additional Medicare Tax and Education Planning, Module 3 Tax Reduction and Management Techniques—Charitable Gifts, Estates & Trusts, Kiddie Tax, and AMT ...
    9
    Decks
    997
    Flashcards
    1
    Learner
  • Aceable Agent AZ 1st Half
    Aceable Agent AZ 1st Half

    Aceable Agent AZ 1st Half

    By: Anthony Amicangelo
    Real Property Ownership, Forms of Ownership, Ownerships: Business & Trusts ...
    38
    Decks
    400
    Flashcards
    5
    Learners
  • CFA Level 1
    CFA Level 1

    CFA Level 1

    By: John Herrmann
    Ethics: Part 1: Ethics & Trust in the Investments' Profession, Ethics: Part 2: Code of Ethics & Standards of Professional Conduct, Ethics: Part 3: Guidance for Standards I–VII ...
    9
    Decks
    410
    Flashcards
    1
    Learner
  • Llp
    Llp

    Llp

    By: n pritchard
    18 Legal Aspects of LLP, 17 LTC: Product Solutions, 16 LTC: State Provision ...
    18
    Decks
    147
    Flashcards
    6
    Learners
  • Real Estate State Exam
    Real Estate State Exam

    Real Estate State Exam

    By: Milana Milana
    Misc. Concepts, Easements, Foreclosure ...
    20
    Decks
    118
    Flashcards
    2
    Learners
  • 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
  • xyzz
    xyzz

    xyzz

    By: JS Bank
    Derivatives Transactions, Incidental Businesses, Basic Knowledge Concerning Econmics, Finance And Fiscal Policy ...
    14
    Decks
    87
    Flashcards
    1
    Learner
  • AF1 - Tax and Trust Planning
    AF1 - Tax and Trust Planning

    AF1 - Tax and Trust Planning

    By: Dominic Tryczynski
    Inheritance Tax, Capital Gains Tax, Trust Taxation ...
    6
    Decks
    28
    Flashcards
    3
    Learners
  • Trusts
    Trusts

    Trusts

    By: Izzy Horsler
    Ch 02 - Express Trusts - Constitution of Trusts, Ch 03 - Beneficial Entitlement, Ch 04 - Charitable and Non-Charitable Purpose Trusts ...
    11
    Decks
    131
    Flashcards
    1
    Learner
  • AF1
    AF1

    AF1

    By: Chris Rayburn
    Trusts - Tax Treatment, IHT, Income Tax ...
    12
    Decks
    67
    Flashcards
    1
    Learner
  • CFA L1 - Module (Custom) Quizzes
    CFA L1 - Module (Custom) Quizzes

    CFA L1 - Module (Custom) Quizzes

    By: John Herrmann
    Quant - Rates & Returns, Quant - Time-Value of Money, Quant - Stat. Measures of Asset Returns ...
    12
    Decks
    295
    Flashcards
    1
    Learner
  • ACTP 312
    ACTP 312

    ACTP 312

    By: Tom Taiaroa
    Assessable Income, NZ Residence, Double Tax Treaties ...
    20
    Decks
    191
    Flashcards
    3
    Learners
  • R06
    R06

    R06

    By: Rory Graham
    How Loan Trust Set Up, Recomend And Justify Steps To Improve Tax Efficiency Of Investments, Recomend And Justify Cover To Cover IHT On 2nd Death ...
    8
    Decks
    59
    Flashcards
    11
    Learners
  • FSRE - DIPFA
    FSRE - DIPFA

    FSRE - DIPFA

    By: Ned Clonan
    Topic 1 The role and structure of financial markets, Topic 2 The role of government, Topic 3 Financial services in the wider economy ...
    20
    Decks
    175
    Flashcards
    61
    Learners
  • Securities Industry Essentials® (SIE®) - Sandbox
    Securities Industry Essentials® (SIE®) - Sandbox

    Securities Industry Essentials® (SIE®) - Sandbox

    By: David Giles
    1.1.1 The Securities and Exchange Commission (SEC), 1.1.2 Self-regulatory Organizations (SROs), 1.1.3 Other Regulators and Agencies ...
    34
    Decks
    183
    Flashcards
    2
    Learners
  • Tax Planning
    Tax Planning

    Tax Planning

    By: Kirt Thorne
    Module 1: Income Tax Fundamentals and Calculations, Module 2: Investment Vehicle Taxation, NII, Additional Medicare Tax and Education Planning, Module 3: Tax Reduction and Management Techniques - Charitable Gifts, Estates & Trusts, Kiddie Tax, and AMT ...
    6
    Decks
    308
    Flashcards
    1
    Learner
  • CII - R03 (SW)
    CII - R03 (SW)

    CII - R03 (SW)

    By: Steven Winder
    1 - Income Tax (Types of income), 1 - Income tax (Deduction, Total income, Interest, Gifts, Pension payments, Employee benefits), 1 - Income Tax (Personal allowances, Calculating the income tax, Families) ...
    15
    Decks
    91
    Flashcards
    2
    Learners
  • ETHICS
    ETHICS

    ETHICS

    By: Felippe Rascalia
    Trust in investment profession, Code and standards
    2
    Decks
    26
    Flashcards
    1
    Learner
  • Llp
    Llp

    Llp

    By: nigs ali
    Exam Requirements, 1.contributing To Pensions, Feb 2017 Examiners Guide ...
    10
    Decks
    53
    Flashcards
    3
    Learners
  • IND
    IND

    IND

    By: Annie S
    PT 1 & 2 - Intro to Tax & Calculating Tax, PT 3, 4, 5 Taxation of Interest, Dividend & Other Taxable Income, PT6 Relief for Married Couples ...
    82
    Decks
    807
    Flashcards
    1
    Learner
  • Ace Real Estate
    Ace Real Estate

    Ace Real Estate

    By: Birdman Jetson
    Level 1: What Is Real Estate, Level 1: What Is Real Estate Bundle of Rights, Level 1: Real vs. Personal Property ...
    31
    Decks
    494
    Flashcards
    1
    Learner
  • CISI - Introuduction to Securities & Investments
    CISI - Introuduction to Securities & Investments

    CISI - Introuduction to Securities & Investments

    By: Ethan Hartwell
    Chapter 3:Equities, Chapter 4: Bonds, Chapter 5: Other markets & Investments ...
    10
    Decks
    100
    Flashcards
    1
    Learner
  • Equity & Trusts
    Equity & Trusts

    Equity & Trusts

    By: L D
    Declarations of trust, Constitution of trusts, Beneficial entitlement ...
    13
    Decks
    59
    Flashcards
    1
    Learner
  • R06 - July 2024
    R06 - July 2024

    R06 - July 2024

    By: Jay Ngo
    Case Study 1 - Max, Case Study 2 - Amir and Karina, Financial Advice - General ...
    10
    Decks
    106
    Flashcards
    1
    Learner
  • CFA LEVEL 1 NOTES
    CFA LEVEL 1 NOTES

    CFA LEVEL 1 NOTES

    By: Benson Peters
    Reading 1: Ethics and Trust in the Investment Profession, Reading 2: Code of Ethics and Standards of Professional Conduct, Reading 3: Standard 1 (Professionalism) ...
    63
    Decks
    375
    Flashcards
    2
    Learners

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