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AF4 - Investment Planning

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

By: Scott Harris
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Decks in this class (16)

Common exam questions
Outline factors that would be con...,
What are the benefits of holding ...,
What are the drawbacks of holding...
4  cards
Life Assurance products
What criteria must a qualifying l...,
What are the two ways unitised wi...,
What is the maximum annual premiu...
12  cards
Property
What alternatives are there to in...,
What is the tax treatment of a pa...,
What conditions are required for ...
6  cards
Economic environment
What happens to profits unemploym...,
What happens to profits unemploym...,
What happens to profits unemploym...
10  cards
Ratios
What does the information ratio d...,
Shares issued 25m warrants issued...,
Shares issued 25m warrants issued...
9  cards
Collectives
What functions does the acd of an...,
What functions does the depositar...,
What are the benefits of an inves...
7  cards
J10 revision
Where will the difference between...,
Where should the basis and freque...,
Typically what options do clients...
13  cards
Investment styles
Describe momentum investing 1,
Describe contrarian investing 2,
Describe value investing 3
7  cards
Measuring portfolio performance
What is the purpose of the three ...,
What does free float mean 2,
What might cause a company to ent...
3  cards
Fixed interest
How is the next coupon on an inde...,
What does a flat yield curve indi...,
What is meant by macauley duration 3
4  cards
Alternatives
What factors affect the price of ...,
What derivatives could be used to...,
Identify what type of options wou...
8  cards
Investment Theories
What are the main assumptions of ...,
What are the benefits of capm 2,
What are the drawbacks of capm 3
4  cards
Tax-advantaged investments
Describe the tax treatment of a v...,
Describe the tax treatment of an ...
2  cards
ESG
What are some of the potential dr...
1  cards
Portfolio Construction
What are the drawbacks of stochas...
1  cards
Investment risks
What actions can be taken to miti...,
Identify the risks associated wit...,
Identify the risks associated wit...
3  cards

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AF4 - Investment Planning

  • Class purpose General learning

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