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APMA Self-Study > Module 9 - Ethical Considerations, Investment Strategies, and Retirement Needs Analysis > Flashcards

Module 9 - Ethical Considerations, Investment Strategies, and Retirement Needs Analysis Flashcards

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APMA Self-Study (10 decks)

Module 1 - Investment Risk and Return Analysis

Module 2 - Modern Portfolio Theory and Performance Evaluation of Equities

Module 3 - Debt and Fixed Income Securities

Module 4 - Debt and Fixed Income Valuation and Analysis

Module 5 - Mutual Funds and Other Pooled Investments

Module 6 - Investing in Real Assets

Module 7 - Derivatives and Structured Products

Module 8 - Taxation of Investments and the Regulatory Environment

Module 9 - Ethical Considerations, Investment Strategies, and Retirement Needs Analysis

Module 10 - Behavioral Finance, Client Suitability, and Constructing Portfolios

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