Portfolio Management - Introduction

The following section focuses on topics related to the management of a client's portfolio. Approximately 5% of your exam, or approximately 12 questions, will test you on the material presented within this section. Be sure to practice the various formulas on your calculator so that you can answer questions quickly and efficiently.
Rate of Return Basics


Related Articles
  1. Financial Advisors

    Tips on Passing the CFA Level I on Your First Attempt

    Obtain valuable tips and helpful study instructions that can help you pass the Level 1 Chartered Financial Analyst exam on your first attempt.
  2. Professionals

    What To Expect On The CFA Level I Exam

    Becoming a chartered financial analyst requires the passing of three grueling exams covering an array of topics.
  3. Professionals

    How to Ace the CFA Level I Exam

    Prepare to ace the CFA Level 1 exam by studying systematically.
  4. Professionals

    Pass Your CFA Exams on the First Try

    Become one of the elite who pass these exams by using these simple study methods.
  5. Career Education & Resources

    How Hard are the CFA Exams?

    Learn about the difficulty of the CFA exams with a description of the tests, some statistics on pass rates and suggestions that can help you pass the exams.
  6. Professionals

    How to Prepare for the CFA Exams

    To pass the CFA exam, get organized, develop an effective study program and review.
  7. Professionals

    What To Expect On The CFA Level III Exam

    The Chartered Financial Analyst Level III exam, which is only offered in June, is the last in the series of three tests that CFA candidates must pass.
  8. Professionals

    What's on the CFA Level II Exam?

    The Chartered Financial Analyst Level II exam is the second of three tests that CFA candidates must pass.
  9. Your Practice

    CFA Vs. Series 7: Which is Easier

    Find out which is exam is easier: The Chartered Financial Analyst (CFA) exam, or the Series 7 securities exam for registered representatives.
  10. Term

    What is the Series 66?

    The Series 66 exam is one of two tests required to register as both a securities agent and an investment advisor.
RELATED TERMS
  1. Multiple Managers

    A situation that occurs when an investment portfolio's assets ...
  2. Graduate Management Admission Test ...

    A standardized test intended to measure a test taker's aptitude ...
  3. Series 86/87

    An exam administered by the Financial Industry Regulatory Authority ...
  4. Series 51

    An exam offered by the Financial Industry Regulatory Authority ...
  5. Series 23

    An exam offered by the Financial Industry Regulatory Authority ...
  6. Series 26

    A securities license entitling the holder to register as a limited ...
RELATED FAQS
  1. I gave an answer on the test from my study guide that was scored wrong on the Series ...

    Learn more about potential causes of differences between the Series 63 exam and study guide questions. Find out how new questions ... Read Answer >>
  2. Does NASAA or anyone else give out the series 63 exam questions?

    Find out about studying for the Series 63 exam and how new exam questions are developed by finance professionals. Learn about ... Read Answer >>
  3. How is the Series 63 exam set up?

    Find out how the Series 63 exam is structured and how new test bank questions are written. Learn more about how to study ... Read Answer >>
  4. How long is the Series 63 exam?

    Find out more information about the Series 63 exam questions and how much time is provided during the test. Learn more about ... Read Answer >>
  5. Do I have to be a U.S. citizen to sit for the Series 63 exam?

    Learn more about the citizenship requirements for the Series 63 exam, what the exam material covers and what a passing score ... Read Answer >>
  6. Are series 63 exams given outside of the United States?

    Learn more about the series 63 exam, and find out about testing locations and citizenship requirements. Discover which materials ... Read Answer >>
Hot Definitions
  1. Labor Market

    The labor market refers to the supply and demand for labor, in which employees provide the supply and employers the demand. ...
  2. Demand Curve

    The demand curve is a graphical representation of the relationship between the price of a good or service and the quantity ...
  3. Goldilocks Economy

    An economy that is not so hot that it causes inflation, and not so cold that it causes a recession. This term is used to ...
  4. White Squire

    Very similar to a "white knight", but instead of purchasing a majority interest, the squire purchases a lesser interest in ...
  5. MACD Technical Indicator

    Moving Average Convergence Divergence (or MACD) is a trend-following momentum indicator that shows the relationship between ...
  6. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
Trading Center