This class was created by Brainscape user Anna Ruiz. Visit their profile to learn more about the creator.
By:
Anna Ruiz
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Decks in this class (18)
Unit 1-7: Laws, Regulations, and Guidelines
No deck description has yet been added by the author.
0
cards
Unit 8: Basic Economic Concepts
No deck description has yet been added by the author.
36
cards
Unit 9: Financial Reporting
No deck description has yet been added by the author.
29
cards
Unit 10: Analytic Methods
No deck description has yet been added by the author.
23
cards
Unit 11: Types of Investment Risk
No deck description has yet been added by the author.
20
cards
Unit 12: Equities
No deck description has yet been added by the author.
0
cards
Unit 13: Fixed Income
No deck description has yet been added by the author.
59
cards
Unit 14: Pooled Investments
No deck description has yet been added by the author.
3
cards
Unit 15: Insurance
No deck description has yet been added by the author.
0
cards
Unit 16: Derivatives
No deck description has yet been added by the author.
0
cards
Unit 17: Alternative Investments
No deck description has yet been added by the author.
0
cards
Unit 18: Type of Client
No deck description has yet been added by the author.
0
cards
Unit 19: Client Profile
No deck description has yet been added by the author.
0
cards
Unit 20: Portfolio Management Styles, Strategies, and Techniques
No deck description has yet been added by the author.
0
cards
Unit 21: Tax Considerations
No deck description has yet been added by the author.
0
cards
Unit 22: Trading Securities
No deck description has yet been added by the author.
0
cards
Unit 23: Performance Measures
No deck description has yet been added by the author.
0
cards
Unit 24: Retirement Plans and Educational Funding Programs
No deck description has yet been added by the author.
0
cards
More about
series 65
- Class purpose General learning
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