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Canadian securities Course VO2

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

By: Hau Vu
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Decks in this class (14)

Chapter 13
What are the two methods of analy...,
What is a fundamental analysis,
What is technical analysis
111  cards
Chapter 14: Company Analysis
What would the analysis of a comp...,
What does the analysis of a compa...,
What is the possible reason for a...
84  cards
Chapter 15: Introduction to the Portfolio Approach
What is included in the returns o...,
How to calculate expected return,
How to calculate the return rate ...
46  cards
Chapter 16: The portfolio management process
Why portfolio management is a con...,
What is portfolio approach,
What is the difference between po...
82  cards
Chapter 17: Analysis of managed and structured products
What kind of product is mutual fund,
What are the options for mandates...,
What are the most common managed ...
120  cards
Chapter 18: Mutual funds: types and features
What are two important factors to...,
How are mutual funds distinguished,
What are the categories that the ...
71  cards
Chapter 19: Exchange-traded funds
What is exchange trade fund,
How are etfs structured,
What is etf facts
30  cards
Chapter 20: Others managed products
How can alternative strategies be...,
When generally alternative can be...,
What are alternative investments
37  cards
Chapter 21
How many general categories can a...,
What are the types of funds in re...,
What are the types of funds in ev...
12  cards
Chapter 22: Other managed products
0  cards
Chapter 23: Structured products
0  cards
Chapter 24: taxation
What are the types of income,
What is the taxable income bracke...,
What is interest income
49  cards
Chapter 25: Fee-based accounts
What are the 2 categorie of fee b...,
What is managed account,
What are the features of managed ...
34  cards
Chapter 27: Working with institutional customers
What does the investment industry...,
What are the products and service...,
What are the focus of the sell side
59  cards

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Canadian securities Course VO2

  • Class purpose General learning

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SIE Exam
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  • 1,499 flashcards
  • 11,776 learners
Decks: Equity Securities, Debt Securities, Types Of Bonds, And more!
Canadian Securities Course VO1
  • 13 decks
  • 853 flashcards
  • 613 learners
Decks: Chapter 1, Chapter 2, Chapter 3, And more!
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