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Financial Services Review CE Exam: Vol. 27 No. 4 - Part 1

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Self-study exam based on a thorough understanding of technical and research-based articles on the specific topics of: economic concepts; time value of money concepts and calculations; debt management; asset allocation and portfolio diversification; and portfolio development and analysis.

  • Examine the joint behavior of debt and financial asset portfolio decisions
  • Analyze evidence showing that debt structure affects households’ risky asset allocation and identify the demographic and financial factors that can contribute to the household’s portfolio structure
  • Discover the implications of using 1.25X leveraged stock and bond ETFs as an asset allocation strategy
  • List the reasons why a particular asset allocation strategy involving ETFs could be well suited for investors more interested in total returns during upward trending markets

Key:

Complete
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FSR CE Exam Part 1: Vol. 27 No. 4
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available