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James Sharp
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Decks in this class (19)
Chapter 1: Introduction to Financial Markets
The equity markets and bond marke...,
The financial markets help bring ...,
For undertstanding the main finan...
13
cards
2024-25 Chapter 2: Cash, Money Markets and Foreign Exchange (39 questions)
These deposit taking institution ...,
Cash is a stable fixed value asse...,
One of the key differentiators wh...
19
cards
Formulas
26 foreign exchange 1,
Annual equivalent rate 2,
Future value this lets us calcula...
31
cards
Formulas + Chapter 2 exam questions (sort when can be bothered )
Annual equivalent rate 1,
Future value this lets us calcula...,
Real return used to calculate the...
26
cards
Chapter 3 – (LOTS OF MARKS) Bonds
Capital gains on gilts and most c...,
Bonds gilts are negotiable fixed ...,
312 coupons coupons are expressed...
63
cards
Things that need looking back over
Blank 1,
Foreign exchange chapter 2 2,
Blank 3
3
cards
Chapter 4 – Equities
What are the 4 main types of comp...,
411 what are the requirements for...,
How many directors must a plc have 3
39
cards
Chapter 5 – Derivatives
What is a future what do both par...,
Derivatives can be exchange trade...,
What is the underlying in relatio...
34
cards
Chapter 6: Collective Investment Schemes (THIS WILL INCLUDE NEW STUFF ONLY, COMBINE WITH R02)
There are two main types open end...,
Things in the chapter to learn or...,
Units trusts oeics are very simil...
95
cards
Chapter 7: Investment Analysis
(how to research a company to see if you want in portfolio or not)
58
cards
Chapter 8: (3 marks) Financial Markets
The fca is responsible for the uk...,
813 what is the uk corporate gove...,
To remember for exam 3
57
cards
Chapter 9 (9 marks) – Dealing
Whilst chapter 8 dealt with regulation and primary issuance, this chapter focusses on how securities are traded in the secondary market.
35
cards
Chapter 10 (4marks) - clearing and settlement
Difference between clearing settl...,
So far we have looked at how secu...,
101 clearing and settlement 2
51
cards
Chapter 11 – (5marks) Market Information and Research
1111 information providers 1,
1112 information sources 2,
112 regulatory requirements 3
40
cards
Chapter 12 – (15 QUESTIONS, 3 CASE STUDIES, 5 QUESTIONS EACH) The Investment Advice Process
A high level investment advice pr...,
The final three chapters in this ...,
Trust is not something that happe...
23
cards
Chapter 13 - Portfolio construction (15 questions (included with chapter 12))
Now that we have all the client i...,
1311 modern portfolio theory mpt 2,
What are mean median mode used for 3
37
cards
Chapter 14: Portfolio Reviews and Investment Administration
Advisers will draw up an investme...,
Investment managers do need to be...,
1422a types of trust 3
20
cards
Mock Exam
A fund manager sells his holdings...,
An fx trader quotes gbp usd as 12...,
James buys 100 000 nominal of the...
76
cards
Extra exam stuff I didnt know
Pibs are irredeemable fixed inter...,
Remember bonds cashflows include 1,
What are gilt strips 2
50
cards
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