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Investment Management Techniques Course (IMT)

Study Notes for the Investment Management Techniques Course are now available! Notes for this demanding CSI course provide you with the indepth formula explanations you need for exam success, plus a concise overview of the balance of the course.

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Table of Contents

  1. Analysis of Equity Securities II: Company Analysis and Valuation
  2. Analysis of Equity Securities III: Technical Analysis
  3. Debt Securities
  4. Analysis of Debt Securities I: Valuation Term
  5. Analysis of Debt Securities II: Price Volatility and Investment Strategies
  6. Analysis of Managed Products
  7. Portfolio Monitoring, Rebalancing, and Performance Appraisal
  1. The Investment Management Process
  2. Ethics and Investment Management
  3. Return and Risk
  4. Investment Policy
  5. Asset Allocation and Investment Strategy
  6. Equity Securities
  7. Analysis of Securities I: Economic Industry Analysis



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Study Notes for the Investment Management Techniques Course (IMT)

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