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 evaluate investments that are suitable for the individual. Their knowledge will also enable them to interpret the 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 1.4.0, Updated 20200331
The following articles in this knowledge topic have been updated under Version 1.4.0.- Sub-Topic: Investment Objectives and Constraints
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
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Foundations of Investments
Both QAFPTM Professionals and CFP® Professionals
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Investment Marketplace
Both QAFPTM Professionals and CFP® Professionals
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Investment Objectives and Constraints
Both QAFPTM Professionals and CFP® Professionals
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Investment Return and Risk
Both QAFPTM Professionals and CFP® Professionals
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Asset Classes
Both QAFPTM Professionals and CFP® Professionals
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Asset Allocation
Both QAFPTM Professionals and CFP® Professionals
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Investment Structures
Both QAFPTM Professionals and CFP® Professionals
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Investment Styles
Both QAFPTM Professionals and CFP® Professionals
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Investment Accounts
Both QAFPTM Professionals and CFP® Professionals
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Investment Buying and Selling Techniques
Both QAFPTM Professionals and CFP® Professionals
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Leveraged Investing
Both QAFPTM Professionals and CFP® Professionals
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