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Advanced Investment Strategies

This class was created by Brainscape user Mathieu Gouraud. Visit their profile to learn more about the creator.

By: Mathieu Gouraud
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Decks in this class (12)

Ch 1 - The Canadian Wealth Accumulation Market
Define wealth management,
3 wealth accumulation classificat...,
3 age cohorts
14  cards
Ch2 - Wealth Accumulation, Discovery, and Marketing
2 components of the objectives ba...,
What is the objectives based plan...,
Two types of questions to get inf...
20  cards
Ch 3 Understanding a Client’s Risk Tolerance
Three principles dictate individu...,
Homo economicus strong form,
Homo economicus semi strong form
19  cards
Ch 4 - The Portfolio Management Process
7 steps of the portfolio manageme...,
3 components of asset allocation ...,
Stepping asset allocation strateg...
5  cards
Ch 5 - Fundamental Analysis
Aggregate demand curve equation,
What factors is consumption affec...,
What factors are private investme...
30  cards
Ch 6 - Technical Analysis
Technical analysis is based on th...,
Technical analysis incorporates f...,
Getting whipsawed means
10  cards
Ch 7 - Debt Securities
From the highest creditor securit...,
Canadian money market securities ...,
Difference between bonds and debe...
15  cards
CH 8 - Analyzing Mutual fund Securities
Four elements before selecting a ...,
Good investment organizations sho...,
What is growth at a reasonable pr...
13  cards
CH 9 - Analyzing Non-Conventional Asset Classes and Their Structures
Three main reasons why an investo...,
3 types of hedge fund risks,
First order risk
32  cards
Ch 12 - Managing Your Client’s Investment Risk
Four of the most common risks,
Evaluating the issuer s ability t...,
Two measures of investment risk
22  cards
Ch 13 - Impediments to Wealth Accumulation
Four types of taxable investment ...,
Profit or loss from a short sale ...,
Four considerations are very impo...
13  cards
Ch 14 - International Taxation
To help reduce double taxation co...,
Three main sources of tax law are,
Items that are considered exclusi...
17  cards

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Advanced Investment Strategies

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