Derivatives – CFA Level 1 Essential Review Summary

Reading 48 – Derivative Markets and Instruments Derivative securities are an asset class where they derive (hence the name) their value from an underlying asset. These underlying assets can be financial assets like equities or bonds or real assets like…

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Portfolio Management – Level I CFA® Program Essential Review Summary offered by AnaystPrep

Reading 51 – Portfolio Management: An Overview Portfolio management is about creating a diversified approach to meet one’s investment goals. Diversification involves avoiding too much exposure to a single asset or asset type. Diversifying the risks of a portfolio helps…

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Alternative Investments – Level I Essential Review Summary

Reading 58: Introduction to Alternative Investments The CFA Program curriculum is always changing and this last reading of Level 1 has been completely overhauled by the Institute and is considered a new reading. There is only this one reading regarding…

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SOA Exam IFM: Investment and Financial Markets

On your way to becoming an actuary, the Society of Actuaries (SOA) Exam IFM will most likely be your third actuarial exam. It is among the three preliminary professional tests (the other two being Exam P and Exam FM) that…

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SOA Exam FM: Financial Mathematics

You’ll need to pass a total of 10 actuarial exams to be accredited as an actuary – life or non-life regardless. Of course, the exams will be unique to the actuarial discipline you choose except for the first three –…

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Equity Investment – CFA® Level I Essential Review Summary – by AnalystPrep

Reading 36 – Market Organization and Structure Financial markets serve a wide variety of purposes, but there are six main categories of activity. They are used for Saving by individuals and organizations in order to grow their assets over time. Borrowing is also done…

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Fixed Income – Level I CFA® Exam Essential Review Summary – offered by AnalystPrep

Reading 42 – Fixed-Income Securities: Defining Elements A bond is a debt instrument that entitles the buyer to future cash flows from the issuing entity. Bonds can be issued by a variety of organizations, including companies, governments, and even supranational…

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CFA Level 1 Financial Ratios Sheet

Most financial ratios are important for your CFA level 1 exam. Here is an extensive list of these ratios. You can also download AnalystPrep ratio sheet by clicking on this link. Activity Ratios Activity ratios measure how efficiently a company performs day-to-day…

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Financial Reporting and Analysis – CFA® Level 1 Essential Review Summary

There’s no getting around it, financial reporting and analysis is a big part of the CFA level 1 curriculum, and there is a lot of material with which you’ll need to become familiar. As one of the largest sections of…

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Exam P (Probability) | SOA | How to Register and Pass the Exam?

Exam P is one of the very first exams you’ll face immediately after your degree on your way to becoming an actuary. You have an option of going with it or exam FM. Passing any of them is a requirement…

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