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CFA Concept Checkers

November 18, 2013
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CFA exam concept checker

source: teejr

Attention! Attention to all #CFA aspirants! We have a treat in store for you here. Below you will find listed umpteen #CFA Concept Checkers. Starting from Dupont Analysis, Regression Analysis to Bankruptcy Risks and Ethics in CFA, you will find it all right here. So if you are planning to crack the #CFA Exam, you are well-advised to go through the posts below. Success is guaranteed if you do. But even after reading, the practice and hard work are in your hands.

Therefore it is pertinent that you have all your concepts clear and you work accordingly. You may identify your weak areas and hence adjust your study pattern accordingly.

So without further ado, let’s hop right to it!

1) Mortgage Delinquency and Foreclosures

A mortgage is the transfer of an interest in property to a lender as a security for a debt like a loan of money. Although a mortgage in itself is not a debt, it is the lender's security for a debt. It is a transfer of an interest in land (or the equivalent) from the owner to the mortgage lender, on the condition that this interest will be returned to the owner when the terms of the mortgage have been satisfied or performed. In other words, the mortgage is a security for the loan that the lender makes to the borrower. So to learn more about, just follow the link!

2) Yield Spread

The term yield indicates the amount in cash that the owners of a security will get. Generally, it does not take into account the price variations, at the difference of the total return. Yield applies to various stated rates of return on stocks (common,  preferred, and convertible), fixed income instruments like bonds, notes, bills, strips, zero coupon etc.  and other investment insurance products like annuities.

3) Effective Assets Allocation Techniques

Asset allocation is the strategy used in choosing between the various kinds of possible investments, in other words, the strategy used in choosing in what asset classes such as stocks and bonds one wants to invest.

There are different kinds of asset classes. Some examples are:

  • Cash ( money market accounts)
  • Bonds: investment grade or junk (high yield); government or corporate; short-term, intermediate, long-term; domestic, foreign, emerging markets
  • Stocks: value or growth; large-cap versus small-cap; domestic, foreign, emerging markets
  • Real estate
  • Foreign currency

To know more, just follow the link.

4) Embedded Options

An embedded option is a special condition attached to a security, and in particular, a bond that gives the holder or the issuer the right to perform a specified action at some point in the future. An embedded option is part of another security, and as such does not trade by itself. Enhance your knowledge regarding the same right here!

5) What is Technical Analysis?

Before getting into the nitty-gritty of Stock Markets, it is necessary to know what all it comprises of. Technical Analysis is a very basic and major concept in the Basics of Stock Markets. According to Wikipedia, Technical analysis is a financial term used to denote a security analysis discipline for forecasting the direction of prices through the study of past market data, primarily price and volume. So to know more about what topics will be covered and to learn more about Technical Analysis, read about it here.

We hope after reading this article your concepts are clear now before going for the exam. All the best and do well


About the Author

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