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4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Sinking funds | -series of staggered payments that retire a portion of the bond issue prior to maturity | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Refunding (bonds) | -when new debt is issued in order to generate proceeds for paying off old debt | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Are all bonds refundable? | NO - though they may still be callable | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Promissory notes | -documents that have been signed by a borrower opledging to repay a loan under certain stated terms | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Insurance based contacts may be either: | 1) Gauranteed investment contracts OR 2) Annuities | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Guaranteed investment contracts | -commonly known as Stable value funds -sold to pension plans by insurance companies | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When common stock is said to be NONCUMULATIVE: | -then each share gives the holder one vote for each member of the board of directors | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When common stock is said to be CUMULATIVE: | -then the shareholder has a number of votes that is equal to the number of position on the board multiplied by the number os shares owned | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] What happens to a stock on the ex-dividend date? | -price of stock will decrease by the amount of dividend per share | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Six catagories of common stock | 1) Blue chip 2) Income stocks 3) Growth stocks 4) Cyclical stocks (perform in a manner consistent with market) 5) Interest-sensitive stocks 6) Defensive stocks (unaffected by changes in market | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Stock splits | -Reduce the par value -do not affect the common equity part of the balance sheet -no overall change in equity after split | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Declaration date | -date the board of dir passes a resolution to pay a dividend | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Ex-dividend date | -set 2 business days before the date of record -if stock was purchased before the ex-dividend date then the shareholder is entitled to the dividend | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Date of record | -day on which the holders are supposed to recieve the dividend | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Date of payment | -day when dividends are mailed to the stockholders | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Warrants | -equity call options issued by corp that give purchaser right to purchase stock at a specified price over specified period -unlike call options, exercise of warrant increases number of shares outstanding (dillutes earnings) -actual price paid for warrant is usually higher than the theoretical price -warrants tend to have more precentage change in price because of leverage effect | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Preferred stock | -pays a fixed dividend that is not guaranteed -dividend expressed as % to par or $ amount --dividends paid from earnings and given preference over common stock div. -dividends are not perpetual | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Cummulative Preferred stock | -dividends are not paid but accumulate | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Noncumulative preferred stock | -dividends do not accumulate and are paid | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Derivatives | -securities that have a value ties to the value of some underlying securities | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Options | -contracts that give the owner the right to trade in an asset for a predetermined price at a later date | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Call option (definition) | -holder right to buy an asset at a predetermined price | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Put option (definition) | - holder the right to sell the asset at a predetermined price | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Option writer | Person who sells an option contract | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Strike price | predetermined price | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Expiration date | date at which the option can no longer be exercised | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Preemptive rights | -rights held by current stockholders to maintain their proportion of wonership in the firm | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Rights offering | -if a firm decides to issue new stock it will hold a "rights offering" -existing shareholders are allowed to buy new shares before shares are made avaliable to general public | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Futures contracts | -formal agreements between a buyer, seller, and commodity exchange | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When purchasing a futures contract: | -the buyer agrees to accept a specific commodity at a predetermined price | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When a futures contract is sold: | -the seller agrees to accept a specific commodity at a predetermined date | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The buying position (futures) is also known as: | -the long position | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Future price | -price in the contract for the future delivery of a commodity | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Spot price: | -current price of the commodity | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] To purchase a futures account one must: | 1) have a margin account 2) initial deposit 3) minimum balance | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When do all listed stock options expire? | on the Saturday after the third Friday of the expiration month | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] When can American and European options be exercised? | 1) American - any time 2) European options - only on date of expiration | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The intrinsic value of an option is: | -the minimum price for which it can be bought | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The intrinsic value of a call option is calculated as: | -the stock price less strike preice | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The instrinsic value of a put option is calculated as: | -strike value less the stock price | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The time value of an option is the: | Premium minus the intrinsic value | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Real estate properties can either be classified as: (2) | 1) income properties (residential or commercial) 2) speculative properties (raw land and investment) | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] To determine value in a real estate investment analysis, a FA needs to consider: (4) | 1) objectives of investor 2) features of property (geographic area, time horizon, property rights) 3) determinants of value (supply & dem) 4) local valuation of property | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Cost approach (real estate): | -evaluates the value of property by considering the cost of rebuilding it -works best for evaluating newer properties | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Comparative sales approach (real estate) | -evaluates a piece of property by by comparing it to other recently sold properties in the area | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Income approach (real estate) | -evaluates a property at the present value of all future cash flows | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Equity REITs: | -aquire ownership interests in commercial, industrial and residential properties | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Mortgage REITs: | -lend the funds for construction and mortgages | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Hybrid REITs | -combination of equity and mortage REITs | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Private placements: | -operate by selling securities to high-level investors -may only operate for predetermined length of time -no not require SEC license | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Rule 505 of section D | exempts the issuance of securities of up to $1 million in a year to an unlimited number and type of investor | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Rule 505 of Regulation D | exempts issuance of up to $5 million in a year | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Rule 506 of Regulation D | exempts the issuance of an unlimited amount of securities in a private placement | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Collateralized mortgage olbligations (CMOs) | -derivitaves of pass-through securities held by a trust -divided into different classes (tanches) which receive different cash flow payments | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Inflation risk | -purchasing power risk -when the cash flows from a security vary because of inflation | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Interest rate risk | -when market interest rates go up, prices of stocks and bonds tend to go down | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Tangible assets: | -things like collectibles that have a strong secondary marketplace -little or no govt regulation -risk of liquidity and fraud are high | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Systematic risk: | -risks that affect the entire market -cannot be avoided through diversification -can be determined by beta when calculating risk for an entire portofolio | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Unsystematic risk | -thoser that only affect a particular business or industry -can be avoided through diversification | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Marketability risk | -the relative eash with which a security may be bought or sold | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Liquidity risk | -refers to the relative ease with thich a security can be sold at a fair price without risk of loss -best measure of this is the spread between bid and ask | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Coefficient of determination is also referred to as: | R-squared | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] What kind of risk is R-squared? | systematic risk | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] What kind of risk is 1 minus R-squared? | unsystematic | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Beta coefficient: | the volatility of a given return relative to the market | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Covariance: | -the degree to which any two variables move together over time -positive cov = move together -negative cov = move apart | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Correlation coefficient: | measures the relationship of returns between two stocks | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A correlation coefficient of +1 indicates: | -indicates that returns move in the same direction -perfectly positively correlated | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A correlation coefficient of -1 indicates: | -the returns move oppisitely -perfectly negatively correlated | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Coefficient of zero means: | two uncorrelated returns | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Reinvestment risk: | -getting your money back and being forced to reinvest at lower rates | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Political risk: | regulatory or country risk | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Exchange (currency) risk: | -when interest and dividend payments are affected by originating countries fluctuation in currency | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Standard deviation for individual stocks and portfolios: | -standard deviations for the individual stocks in a portfolio is not the same as the standard deviation of the portfolio -standard deviation of a portfolio is usually less than the average standard deviation of the stock that make up the portfolio | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Variance: | -The standard measure of total risk -the measure of the dispersion of returns around the expected return | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Semivariance | -measure of downside risk -dispersion of returns that occur below a certain target return like zero or T-bills | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Standard deviation is the measure of: | variability of returns of an asset compared with the mean or expected value of that asset -usually a bell shaped curve for standard deviation meaning that reading will tend to cluster around the expeted mean | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Annual rate of return or Annual Percentage rate (APR) is calculated by: | -Multiplying a given rate by the number of compunding periods needed to annualize it | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Real (inflation-adjusted) return | -earnings from an investment that are above inflation | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] What are the major composite performance measures used to see whether a given stock actually beat the market? | 1) Treynor index 2) Sharpe index 3) Jensen index | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Coefficient of variation | is a measure of relative dispersions (unlike standard deviation which is a measure of absolute dispersion) -calculated by dividing the standard deviation by the mean | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A larger value for the coefficient mean indicates: | -a greater dispersion relative to the arithmetic mean of the return | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The beta coefficient is the most common measure of: | -systematic risk | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Beta coefficient is usually used for analyzing a: | -diversified portfolio | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A well diversified portfolio will only contain systematic risk and so the beta coefficient can be described as: | the measure of volatility for a diversified portfolio | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A beta of 1.0 indicates: | -that the stock is moving exactly with the market | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] A beta of higher than 1 indicates: | -that the stock is more risky than the market | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Expected rate of return is the: | -anticipated growth from an investment | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] The required rate of return for a risky asset can be calculated using the: | -the capital asset pricing model | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Capital Asset Pricing Model(CAPM) specifies that | -the return on an investment (r) depends on the return the individual earns on a risk-free asset and a risk premium (Treasury Bill is used as risk-free asset) | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Current yield | -only considers the coupon component of the bond -DOES NOT INCLUDE: reinvestment income, price appreciation, or price depreciation | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Internal rate of return is: | the discounted cash flows that allows the present value of the cash outflows to equal the initial cash outflows, such that the net present value equals zero | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Yield to maturity | the internal rate of retun of a bond if the bond is held until maturity | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Yield to call | used to determine the IRR earned by a bond until it is called or retired by firm | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] duration of a bond is: | the avg amount of time that it takes to capture interest and principle repayments | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] realized compound rate is also known as: | -the time value of money | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] TMV or realized compound rate is: | -the actual return based on the present value of future cash flows | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Name the 5 systematic forms of risk (5): | 1) Purchasing power risk 2) Reinvestment Rate risk 3) Interest Rate risk 4) Market risk -remember that systematic risk is not diversifiable 5) Exchange Rate risk | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Name the 5 unsystematic forms of risk (5): | 1) Business risk 2) Country risk 3) Default risk 4) Financial risk 5) Government (Regulation) risk -remember that unsystematic risk is diversifiable | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
4e5fef2f_Planning_Flashcards___Cram_com__et_at_any_time_before_maturity | [Negotiable CDs] Capitalization treats both earnings and dividends as: | perpetuities | [] | CFP Exam Prep Cards - Section 4 - Investment Planning Flashcards - Cram.com | those that can be sold by the depositor in the open market at any time before maturity | http://www.cram.com/flashcards/cfp-exam-prep-cards-section-4-investment-planning-365282 | 41/1438042986451.45_20150728002306-00231-ip-10-236-191-2_378336085_0.json |
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