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All 7628 results

Continuing Education Credits · What is CE Credit?

All 7628 results

1 CE Credit (including 1 SER)
Article

Optimal Right- and Wrong-Way Risk from a Practitioner Standpoint (1 March 2015)

CFA Institute: Financial Analysts Journal Ignacio Ruiz | Piero Del Boca | Ricardo Pachón
Topics:
  • Derivatives
  • Fixed Income: Analysis of Credit Risk
  • Portfolio Management: Risk Management
  • Risk Management: Portfolio Risk Management
1 CE Credit (including 0 SER)
Article

Tax-Efficient Withdrawal Strategies (1 March 2015)

CFA Institute: Financial Analysts Journal Kirsten A. Cook | William Meyer | William Reichenstein, CFA
Topics:
  • Portfolio Management: Tax Efficiency
  • Private Wealth Management: Investment Strategy and Asset Allocation · Investment Vehicles and Asset Class Exposures
0.5 CE Credits (including 0 SER)
Article

Financial Market History Roundtable, Boston ()

CFA Institute: CFA Institute Conference Proceedings Quarterly
Topics:
  • Derivatives: Swap Markets and Instruments
  • Economics: Relationship of Economic Activity to the Investment Process
  • Equity Investments: Equity Market Valuation and Return Analysis
  • Portfolio Management: Investment Manager Selection · Portfolio Concepts from Capital Market Theory
0.5 CE Credits (including 0 SER)
Article

What Is Next for Bond Yields? ()

CFA Institute: CFA Institute Conference Proceedings Quarterly Steven Major, CFA
Topics:
  • Derivatives: Swap Markets and Instruments
  • Economics: The Monetary System
  • Fixed Income: Analysis of Interest Rate Risk · Macroeconomic Effects on Fixed-Income Yields · Term Structure Determination and Yield Spreads
0 CE Credits (including 0 SER)
Article

Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance (a review) (1 January 2015)

CFA Institute: Book Reviews Matthew P. Erickson Reviewed by: Craig D. Hafer (Reviewer)
Topics:
  • Portfolio Management: Asset Allocation · Mutual Funds, Pooled Funds, and Exchange-Traded Funds (ETFs) · Portfolio Concepts from Capital Market Theory
0 CE Credits (including 0 SER)
0 CE Credits (including 0 SER)
Article

Beyond Bitcoin (1 January 2015)

CFA Institute: CFA Institute Magazine Sviatoslav Rosov, PhD
Topics:
  • Standards, Ethics, and Regulations (SER): Applicable Laws and Regulations
0 CE Credits (including 0 SER)
Article

Capital Controls in the 21st Century (1 January 2015)

CFA Institute: CFA Digest Barry Eichengreen | Andrew Rose Reviewed by: Paul Lebo, CFA (Reviewer)
Topics:
  • Economics: Currency Exchange Rates · International Trade and Capital Flows · The Macroeconomics of an Open Economy · The Monetary System
0 CE Credits (including 0 SER)
Article

Creative Capitalism (1 January 2015)

CFA Institute: CFA Digest Reviewed by: Biharilal Deora, CFA, CIPM (Reviewer)
Topics:
  • Economics: Economic Growth and Development · The Firm and Industry Organization
  • Leadership, Management, and Communication Skills: Firm Management
0.5 CE Credits (including 0 SER)
Article

Defined-Benefit and Defined-Contribution Plans of the Future (1 January 2015)

CFA Institute: Financial Analysts Journal Don Ezra
Topics:
  • Corporate Finance: Corporate Governance
  • Leadership, Management, and Communication Skills: Investment Industry
0 CE Credits (including 0 SER)
Article

Distracted Directors: Does Board Busyness Hurt Shareholder Value? (1 January 2015)

CFA Institute: CFA Digest Antonio Falato | Dalida Kadyrzhanova | Ugur Lel Reviewed by: Jennie I. Sanders, CFA (Reviewer)
Topics:
  • Corporate Finance: Corporate Governance
  • Equity Investments: Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
  • Portfolio Management: Environmental, Social, and Governance (ESG) Investing and Faith-Based Finance