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