FIN $420$ Final Exam Review

$\backslash$table$[[$Modules$,$# of Questions$],[$Module $1-$ Financial Markets & Yield Curve,$1],[$Module $2-$ Security Instruments,$1],[$Module $3-$ Measures of Return,$0],[$Module $4-$ Measures of Risk,$0],[$Module $5-$ Modern Portfolio Theory,$1],[$Module $6-$ Behavior Finance,$1],[$Module $7-$ Performance Measures,$2],[$Module $8/9-$ Bond Valuation and Management,$1],[$Module $10-$ Stock Valuation,$1],[$Module $11-$ Alts and Foreign Securities,$1],[$Module $12-$ Derivatives,$1],[\backslash$table$[[$Module $13/14-$ Taxes, Inflation, Economic$],[$Factors and IPS$]],11],[\backslash$table$[[$General security selection and total course$],[$comprehension$]],2]]$

Module $13$ Assessed Topics

Compute an inflation deflator

Compute a TEY

Recognize characteristics and taxation of a given type of security

Asses how capital gains and losses, dividends, and wash sales impact portfolio returns

Identify strategies to maximize portfolio returns given taxes and inflation

Identify strategies to maximize portfolio returns given a phase in a company's life cycle and the business cycle

Module $14$ Assessed Topics

Describe the purpose of an investment policy statement $($IPS$)$

Identify the minimum components of an investment policy statement and IPS commentary reviewed in lecture

Interpret risk tolerance, loss aversion, risk aversion and describe a tool to assess risk tolerance

Differentiate various asset allocation methodologies in the context of modern portfolio theory principles