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

Decks in this class (13)

1 - Cash and Fixed Interest
1,
What is the nominal rate on savings,
What is the annual equivalent rat...
29  cards
2 - Equities and Property
What are the transaction tax cost...,
Preference shareswhat are they,
Preference shareswhat is a cumula...
14  cards
3 - Investment Ratios
What is the purpose of investment...,
Earnings per share,
When do you use revenue in invest...
9  cards
4 - Alternative Investments
Problems with investing in art co...,
Commoditieswhat is the difference...,
Commodities
3  cards
5 - Economy
Define the 4 stages of the econom...,
What is the objective of the bank...,
What is tightening loosening and ...
14  cards
6 - Investment Theories
What are the 2 alternative,
Standard deviationif the average ...,
Modern portfolio theory
12  cards
9 - Collective Investments
Officials,
Sectors,
Sectorswhat percentage of a funds...
34  cards
10 - Life Assurance Products
Life assurance productswhat are t...,
Life assurance productswhats the ...,
The premiums of life assurance pr...
38  cards
ETFs, Property, Private Equity
Etfswhat is an etf,
Etfswhat are the methods of track...,
Etfsfees
20  cards
Tax Wrappers
Isaswhat are the age limits for t...,
Isasduring the year your client a...,
Isaswhat can you put into stocks ...
6  cards
Derivatives
What are the 6 positions trades y...,
What does your payoff look like i...,
What is the payoff if you sell a ...
17  cards
Investment Advice
What are the three types of client,
What is the difference between ha...,
What are the 5 key areas of clien...
17  cards
Measuring Return
What is total return or holding p...,
What is relative return,
What is the difference between mo...
13  cards

More about
CII - R02

  • Class purpose General learning

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