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Category: Mutual Funds

11 November 2022 Exam-Ready Tips / Financial Services / LLQP / Mutual Funds

Message for LLQP Students

It makes a lot of sense to take certain related courses back-to-back. If you don’t do this, you’re going to

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11 November 2022 CIFC / Exam-Ready Tips / Financial Services / IFC / Mutual Funds

Mutual Fund Front-End Load

A mutual fund has a 5% front-end load fee, and you’re being asked, what percentage the fee would represent of

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11 November 2022 CIFC / Exam-Ready Tips / Financial Services / IFC / Mutual Funds

Mutual Funds Practice Question

The question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little

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17 May 2022 CSC / Financial Services / Mutual Funds / WME - Wealth Management

The Sharpe Ratio

What is the Sharpe Retio? There are two nuggets of knowledge that will help you answer this question correctly. In

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22 April 2022 CSC / Exam-Ready Tips / Financial Services / Mutual Funds

Mutual Funds Question

A question that deals with the level of risk associated with different types of mutual funds, or even segregated funds. 

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15 May 2021 Canadian Securities / CSC / Financial Services / Mutual Funds

Bullish vs Bearish

The terms BULLISH and BEARISH, and looking at a powerful visual representation of diversification. What does it mean when analysts

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9 April 2021 Canadian Securities / Financial Services / Mutual Funds / WME - Wealth Management

Spousal RRSPs Saves Taxes

Spousal RSPs have a few moving parts. So let’s work to understand the concept! Hi everybody, this is Cory back

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