D高优先级

投资规划

Investment Planning

17%考试权重

9主题数量

主题列表

D.27Characteristics, uses and taxation of investment vehicles

D.28Types of investment risk

D.29Market cycles

D.30Quantitative investment concepts and measures

D.31Asset allocation and portfolio diversification

D.32Bond and stock valuation concepts

D.33Portfolio development and analysis

D.34Investment strategies

D.35Alternative investments and liquidity risk