TECEP® Tests
FIN-3210-TE Security Analysis and Portfolio Management
This exam assesses students' knowledge of investments with a focus on asset types, financial instruments, security markets, and mutual funds. The exam evaluates students' foundational knowledge for entering the fields of investment analysis or portfolio management. This exam assesses understanding of portfolio theory, debt and equity securities, and derivative markets. It also evaluates application of sound investment management practices, emphasizing the impact of globalization, taxes, and inflation on investments. The exam also assesses students' evaluation of the performance of an investment portfolio.
This exam is also available as the formal course FIN-3210.
Credits: 3