Ethics and Professional Standards:
- Professional Standards of Practice.
- Ethical Practices.
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Quantitative methods:
- Time Value of Money.
- Probability and Probability Distributions.
- Descriptive Statistics.
- Sampling and Estimation.
- Hypothesis Testing.
- Correlation Analysis and Regression.
- Time Series Analysis.
- Simulation Analysis.
- Technical Analysis.
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Economics:
- Market Forces of Supply and Demand.
- The Firm and Industry Organization.
- Measuring National Income and Growth.
- Business Cycles.
- The Monetary System.
- Inflation.
- Currency Exchange Rates.
- Monetary and Fiscal Policy.
- Economic Growth and Development.
- Effects of Government Regulation.
- Impact of Economic Factors on Investment.
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Financial Reporting and Analysis:
- Financial Reporting System (IFRS and GAAP).
- Principal Financial Statements.
- Financial Reporting Quality.
- Analysis of Inventories.
- Analysis of Long-Lived Assets.
- Analysis of Taxes.
- Analysis of Debt.
- Analysis of Off-Balance-Sheet Assets and Liabilities.
- Analysis of Pensions, Stock Compensation, and Other.
- Employee Benefits.
- Analysis of Inter-Corporate Investments.
- Analysis of Business Combinations.
- Analysis of Global Operations.
- Ratio and Financial Analysis.
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Corporate Finance:
- Corporate Governance.
- Dividend Policy.
- Capital Investment Decisions.
- Business and Financial Risk.
- Long-Term Financial Policy.
- Short-Term Financial Policy.
- Mergers and Acquisitions and Corporate Restructuring.
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Equity Investments:
- Types of Equity Securities and their Characteristics.
- Equity Markets: Characteristics, Institutions, and
- Benchmarks.
- Fundamental Analysis (Sector, Industry, Company) and
- The Valuation of Individual Equity Securities.
- Equity Market Valuation and Return Analysis.
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Fixed Income Investments:
- Types of Fixed-Income Securities.
- Fixed-Income Markets
- Fixed-Income Valuation and Return Analysis.
- Term Structure Determination and Yield Spreads.
- Analysis of Interest Rate Risk.
- Analysis of Credit Risk.
- Valuing Bonds with Embedded Options.
- Structured Products.
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Derivatives and Alternative Investments:
- Types of Derivative Instruments and their Characteristics.
- Forward and Future Markets and Instruments
- Options and Swaps.
- Credit Derivatives Markets and Instruments.
- Real Estate , Private Equity/Venture Capital.
- Hedge Funds.
- Closely-held Companies and Inactively Traded.
- Securities.
- Distressed Securities/Bankruptcies.
- Commodities and Tangible Assets with Low Liquidity.
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Portfolio Management and Wealth Planning:
- Portfolio Concepts.
- Pension Plans and Employee Benefit Funds.
- Investment Manager Selection.
- Mutual Funds, Pooled Funds, and ETFs.
- Economic Analysis and Setting Capital Market.
- Expectations.
- Tax Efficiency.
- Asset Allocation (including Currency Overlay).
- Portfolio Construction and Revision.
- Equity Portfolio Management Strategies.
- Fixed-Income Portfolio Mgt Strategies.
- Alternative Investments Mgt Strategies.
- Execution of Portfolio Decisions (Trading).
- Performance Evaluation.
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