Why should I choose AnalystNotes?
AnalystNotes specializes in helping candidates pass. Period.
Learning Outcome Statements PDF Download
|1. A Portfolio Perspective on Investing|
describe the portfolio approach to investing;
|2. Steps in the Portfolio Management Process|
describe the steps in the portfolio management process;
|3. Types of Investors|
describe types of investors and distinctive characteristics and needs of each;
describe defined contribution and defined benefit pension plans;
|4. The Asset Management Industry|
describe aspects of the asset management industry;
|5. Pooled Investments|
describe mutual funds and compare them with other pooled investment products.
I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
My Own Flashcard
No flashcard found. Add a private flashcard for the module.