Financial Exam Help 123

Author: Bill Campbell

  • Level II – Financial Reporting and Analysis

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    Here are some articles on Level II Financial Reporting and Analysis.  If you’d like to see more articles on Level II FRA, just ask. [menu name = “Level II Financial Reporting and Analysis Articles”]

  • Level II – Economics

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    Here are some articles on Level II Economics.  If you’d like to see more articles on Level II Econ, just ask. [menu name = “Level II Economics Articles”]

  • Level II – Quantitative Methods

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    Here are some articles on Level II Quantitative Methods.  If you’d like to see specific articles on Level II Quant, just ask. [menu name = “Level II Quantitative Methods Articles”]

  • Level II – Ethics

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    Here’s an article on Level II Ethics. If you’d like to see more articles on Level II Ethics, just ask. [menu name = “Level II Ethics Articles”]

  • Level II – Derivatives

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    Here are some articles on Level II Derivatives.  If you’d like to see more articles on Level II Derivatives, just ask. [menu name = “Level II Derivatives  Articles”]

  • Level II – General

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    Here are some articles on the Level II exam in general.  If you’d like to see more general articles on the Level II exam (e.g., test-taking strategy), just ask. [menu name = “Level II General Articles”]

  • Bond Equivalent Yield (BEY)

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    Bill Campbell
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    Because a large number of coupon-paying bonds make their coupon payments semiannually (e.g., US Treasury Notes and Bonds, and many corporate bonds), and each coupon payment is ½ of the annual coupon (i.e., each coupon is calculated as 0.5 × annual coupon rate × par), the default yield convention for bonds is that the annual…

  • Commodity Yields

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    Bill Campbell
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    Most investors interested in commodity exposure do not get it through direct investments in commodities; they do not buy physical oil, or wheat, or gold, or pork bellies, or whatever.  Most investors (including mutual funds, ETFs, institutional investors, and individual investors) get commodity exposure through derivatives, specifically through commodity futures or forward contracts.  We’ll concentrate…

  • Ethics in General

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    Bill Campbell
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    Ethics is one of the topics most dreaded by Level I CFA candidates.  (And, for what it’s worth, by Level II and Level III CFA candidates as well.)  The problem with ethics is that it seems vague: lots of grey, not so much black and white.  Fortunately, there are a few overall principles that can…

  • Level I – Alternative Investments

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    Bill Campbell
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    Here are some articles on Level I Alternative Investments.  If you’d like to see specific articles on Level I Alternative Investments, just ask. [menu name = “Level I Alternative Investments Articles”]