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Learning Outcome Statements PDF Download
|1. A Portfolio Perspective on Investing|
a. describe the portfolio approach to investing;
|2. Investment Clients|
b. describe types of investors and distinctive characteristics and needs of each;
c. describe defined contribution and defined benefit pension plans;
|3. Steps in the Portfolio Management Process|
d. describe the steps in the portfolio management process;
|4. Pooled Investments|
e. describe mutual funds and compare them with other pooled investment products.