Level I: Pass
The table below illustrates your subject matter strengths and weaknesses. The three columns on the right are marked with asterisks to indicate your performance on each question or topic area.
Item Set | |||||
Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
- | Alternative Investments | 8 | * | - | - |
- | Corporate Finance | 20 | - | - | * |
- | Derivatives | 12 | - | - | * |
- | Economics | 24 | - | - | * |
- | Equity Investments | 24 | - | - | * |
- | Ethical & Professional Standards | 36 | - | - | * |
- | Financial Reporting & Analysis | 48 | - | - | * |
- | Fixed Income Investments | 28 | - | - | * |
- | Portfolio Management | 12 | - | - | * |
- | Quantitative Methods | 28 | - | - | * |
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
| - | Alternative Investments | 18 | * | - | - |
| - | Corporate Finance | 36 | - | - | * |
| - | Derivatives | 36 | - | * | - |
| - | Economics | 18 | - | * | - |
| - | Equity Investments | 72 | * | - | - |
| - | Ethical & Professional Standards | 36 | - | - | * |
| - | Financial Reporting & Analysis | 72 | - | * | - |
| - | Fixed Income Investments | 36 | - | * | - |
| - | Portfolio Management | 18 | - | - | * |
| - | Quantitative Methods | 18 | * | - | - |
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
| 1 | Portfolio Management - Individual | 35 | - | - | * |
| 2 | Portfolio Management - Institutional | 25 | - | - | * |
| 3 | Portfolio Management - Institutional | 24 | - | * | - |
| 4 | Economics | 14 | * | - | - |
| 5 | Portfolio Management - Asset Allocation | 15 | - | - | * |
| 6 | Fixed Income Investments | 18 | - | - | * |
| 7 | Portfolio Management - Risk Management | 20 | - | - | * |
| 8 | Portfolio Management - Monitor&Rebalance | 17 | - | * | - |
| 9 | Portfolio Management – Performance Eval. | 12 | - | - | * |
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
| - | Alternative Investments | 18 | - | - | * |
| - | Equity Investments | 36 | - | - | * |
| - | Ethical & Professional Standards | 36 | - | - | * |
| - | Fixed Income Investments | 36 | - | - | * |
| - | Portfolio Management | 18 | - | - | * |
| - | Portfolio Management - Individual | 18 | - | - | * |
| - | Portfolio Management - Risk Management | 18 | - | - | * |
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