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Investment Management Techniques:

Foran Investment Management Techniques Sample Exam Quiz Book
Foran Portfolio Management Exam Preparation Quiz Book

Foran Investment Management Techniques Sample Exam Quiz Book

These questions, developed by Foran Financial Institute, are based on the revised IMT course curriculum offered by the CSI. The purpose of this quiz book is to help you better understand the course material so that you can pass the content exam based on the IMT textbook. There are over 1000 questions and solutions in this product.

The Foran IMT Quiz Book prepares students for their exam by:

  • Reflecting the format of questions that students can expect to appear on their exam.
  • Sharpening a student's skills before the exam.
  • Increasing a student's speed at answering questions.
  • Building a student's confidence about the material.

Chapter 1: The Investment Management Process
Chapter 2: Understanding A Client’s Risk Tolerance
Chapter 3: Asset Allocation And Investment Strategy
Chapter 4: Equity Securities
Chapter 5: Analysis Of Equity Securities I: Economics & Industry Analysis
Chapter 6: Analysis Of Equity Securities II: Company Analysis & Valuation
Chapter 7: Analysis of Equity Securities III: Technical Analysis
Chapter 8: Debit Securities
Chapter 9: Analysis Of Debit Securities I: Valuation And The Term Structure Of Interest Rates
Chapter 10: Analysis Of Debit Securities II: Price Volatility And Investment Strategies
Chapter 11: Analysis Of Conventionally Managed Products
Chapter 12: Analysis Of Non-Conventional Asset Classes And Their Structures
Chapter 13: International Investing
Chapter 14: Managing Your Clients’ Investment Risk
Chapter 15: Impediments To Wealth Management
Chapter 16:Portfolio Monitoring And Performance Appraisal
Appendix: Financial Math

Investment: $150 plus shipping and handling. HST will be applied to all orders shipped within Canada.
Order Online
The Foran MT Quiz Book can be ordered by phoning 1-800-565-0374 or 416-947-1922.

Foran Portfolio Management Exam Preparation Quiz Book

The Foran Portfolio Management Techniques Exam Preparation Quiz Book contains twelve chapter quizzes that cover the core materials in the CSI Portfolio Management Techniques text. The purpose of this quiz book is to help you better understand the course material so that you can pass the content exam based on the PMT textbook. There are over 1,000 questions and solutions in this book.

The Foran PMT Quiz Book prepares students for their exam by: 

  • Covering various types of questions that could appear on the exam.
  • Sharpening a student's skills before the exam.
  • Increasing a student's speed at answering questions.
  • Building a student's confidence about the material.

Table of Contents:

Overview

  • Portfolio Theory
  • Derivatives
  1. Portfolio Management Overview
  2. Ethics and Portfolio Management
  3. The Institutional Ivester
  4. The Investment Management Firm
  5. The Front Office
  6. The Middle and Back Offices
  7. Managing Equity Portfolios
  8. Managing Fixed-Income Portfolios
  9. The Permitted Uses of Derivatives by Mutual Funds
  10. Creating New Portfolio Management Mandates
  11. Alternative Investments
  12. Client Portfolio Reporting and Performance Attribution

Investment: $150 plus shipping and handling. HST will be applied to all orders shipped within Canada.
Order Online
The Foran PMT Quiz Book can be ordered by phoning 1-800-565-0374 or 416-947-1922.