knowledge topics
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08 Investments
Both CFP professionals and QAFP professionals are expected to possess knowledge to allow them to create an appropriate asset allocation for an individual given their investment objectives and constraints (including return expectations and willingness, capacity and need for risk) and assist in selecting investments that are suitable for the individual. Their knowledge will also enable them to clarify the expected return and risk of an individual’s investment portfolio, as well as help an individual make sense of their investment statements, including the impact that changing investment values may have on achieving their goals.
Version 2.0.0
QAFP® Professionals
CFP® Professionals
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Foundations of Investments
QAFP® Professionals
CFP® Professionals
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Investment Marketplace
QAFP® Professionals
CFP® Professionals
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Investment Objectives and Constraints
QAFP® Professionals
CFP® Professionals
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Investment Return and Risk
QAFP® Professionals
CFP® Professionals
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Asset Classes
QAFP® Professionals
CFP® Professionals
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Asset Allocation
QAFP® Professionals
CFP® Professionals
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Investment Structures
QAFP® Professionals
CFP® Professionals
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Mutual Funds
Evaluation
Evaluation
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Pooled Funds
Awareness
Evaluation
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Exchange Traded Funds (ETF)
Evaluation
Evaluation
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Investment Trusts
Awareness
Evaluation
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Segregated Funds
Evaluation
Evaluation
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Annuity
Understanding
Evaluation
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Hedge Funds
Awareness
Evaluation
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Labour Sponsored Venture Capital Corporations
Awareness
Evaluation
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Limited Partnerships
Awareness
Evaluation
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Investment Styles
QAFP® Professionals
CFP® Professionals
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Investment Accounts
QAFP® Professionals
CFP® Professionals
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Investment Buying and Selling Techniques
QAFP® Professionals
CFP® Professionals
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Leveraged Investing
QAFP® Professionals
CFP® Professionals