HS 328 Audio: Investments en Sat, 22 Jan 2011 18:07:45 GMT no 1-1 Explain the purpose and mechanics of the primary market. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/nq/xlDpezTuwyKaRpMuYQLGbA4nvlpqO8rVqvGknwx-Q/hs328_lo_001_ch1_ww.mp3 1 Explain the purpose and mechanics of the primary market. Wed, 19 Jan 2011 19:09:45 GMT 4435327293da4b358926472a1c7579b8 00:04:47 no Explain the purpose and mechanics of the primary market. 1-2 Describe the people associated with the secondary market. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Hw/0sWZG_HvPOJ0Gbdt51NGKLcTafm6pl4SlEVIXJJDQ/hs328_lo_002_ch1_ww.mp3 2 Describe the people associated with the secondary market. Wed, 19 Jan 2011 19:09:45 GMT 6033096dc485455ea48f01790ce24fd7 00:04:26 no Describe the people associated with the secondary market. 1-3 Describe the institutions of the secondary market. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ed/4bwom70gyzkUyhG4YyEmc6SdeQZUhYTk49KvyZGeQ/hs328_lo_003_ch1_ww.mp3 3 Describe the institutions of the secondary market. Wed, 19 Jan 2011 19:09:45 GMT e923527feae7425b9675ab6c48f6f9b2 00:04:16 no Describe the institutions of the secondary market. 1-4 Describe the costs of trading, types of transactions, and types of orders an investor can use, and indicate when it is most appropriate to use which type of order. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/uW/0k_IeXgoxRCMO1TwZQ7ylnB_QPdgQe9IfxQCIVo34/hs328_lo_004_ch1_ww.mp3 4 Describe the costs of trading, types of transactions, and types of orders an investor can use, and indicate when it is most appropriate to use which type of order. Wed, 19 Jan 2011 19:09:45 GMT 75271b4f11d8492ebd5659dd705b48cf 00:06:50 no Describe the costs of trading, types of transactions, and types of orders an investor can use, and indicate when it is most appropriate to use which type of order. 1-5 Describe the mechanics and the risk exposures associated with selling short, and the mechanics of large secondary market trades. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/tC/CbbEH0KFId3pNNG0x4CkXAccbSV32B5GA8QhoMOHk/hs328_lo_005_ch1_ww.mp3 5 Describe the mechanics and the risk exposures associated with selling short, and the mechanics of large secondary market trades. Wed, 19 Jan 2011 19:09:45 GMT b1b786eb634742feb3e27d3880f76ab9 00:08:26 no Describe the mechanics and the risk exposures associated with selling short, and the mechanics of large secondary market trades. 1-6 Identify the important features of each of the major security laws as they affect investors. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/0J/TQX8pReZ6f1G_4UBUC1StqMOf8dw5RBlCdxHoehVE/hs328_lo_006_ch1_ww.mp3 6 Identify the important features of each of the major security laws as they affect investors. Mon, 21 Oct 2013 16:58:13 GMT fb4c04aa7a504618809dcf50e1c7b555 00:07:23 no Identify the important features of each of the major security laws as they affect investors. 1-7 Decide whether to own a security in street name or to order it out, evaluate which type of account is appropriate, and measure the volume of trading activity in an account. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/-T/_Wlt20dGvowCpgcnKboag7EBrEdam4b65wsO2eIqE/hs328_lo_007_ch1_ww.mp3 7 Decide whether to own a security in street name or to order it out, evaluate which type of account is appropriate, and measure the volume of trading activity in an account. Wed, 19 Jan 2011 19:09:45 GMT fbcdca4849d14124a391d664cec54444 00:03:44 no Decide whether to own a security in street name or to order it out, evaluate which type of account is appropriate, and measure the volume of trading activity in an account. 2-1 Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Is/egoalVnhHZztGawfNXFEizOWCjXpaqTk0cD7J08Fk/hs328_lo_008_ch2_ww.mp3 8 Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return. Wed, 19 Jan 2011 19:18:15 GMT aaa09a0f7f5c4f0eb8cdd0b07e0841b8 00:18:22 no Compute a holding period return, a per-period return, an arithmetic mean return, and a geometric mean return. 2-2 Compute an expected rate of return and an effective annual rate of return. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/eF/9kfkxq2XrK02VgDsibhV3g6lOd798riWL8nq7Ww1U/hs328_lo_009_ch2_ww.mp3 9 Compute an expected rate of return and an effective annual rate of return. Wed, 19 Jan 2011 19:18:15 GMT b8c9bdbfc31642e7ab64e50e6e901f65 00:06:09 no Compute an expected rate of return and an effective annual rate of return. 2-3 Describe the sources of risk and the most common methods of dealing with each source. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/BP/HqwJ3X8AQ6YZLc0YMtAkugZJYSj4_SxxOsEhd0jkA/hs328_lo_010_ch2_ww.mp3 10 Describe the sources of risk and the most common methods of dealing with each source. Wed, 19 Jan 2011 19:18:15 GMT a776321679d645c2ab74b6c524089aeb 00:16:05 no Describe the sources of risk and the most common methods of dealing with each source. 2-4 Describe various measures of risk, and compute the variance and standard deviation for a set of ex post returns. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/fy/wICUK1tn79zAS7kcaCJ8_j8BbDqLzlLu90gqvZSaQ/hs328_lo_012_ch2_ww.mp3 11 Describe various measures of risk, and compute the variance and standard deviation for a set of ex post returns. Wed, 19 Jan 2011 19:18:15 GMT b00421462650465f9b11cab9d0d6a958 00:21:34 no Describe various measures of risk, and compute the variance and standard deviation for a set of ex post returns. 2-5 Describe what is meant by a normal, a lognormal, and a skewed distribution, and identify the forms of kurtosis. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/fx/_GdTHsz_78CZR9pLm9_yHaEL8Ap7YQeL5r-Nqx2h0/hs328_lo_013_ch2_ww.mp3 12 Describe what is meant by a normal, a lognormal, and a skewed distribution, and identify the forms of kurtosis. Wed, 19 Jan 2011 19:18:15 GMT f5d5217e4c354a9ba3be1be1e5cc2da8 00:05:45 no Describe what is meant by a normal, a lognormal, and a skewed distribution, and identify the forms of kurtosis. 2-7 Compute the buying power of a margin account, its equity value, the value at which a margin call will be made http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/7d/V4FJO2cqdrNlldif22qYcJ-6V7mvEuHM9XD1DxWdY/hs328_lo_011_ch2_ww.mp3 13 Compute the buying power of a margin account, its equity value, the value at which a margin call will be made, the amount of cash that must be added when a margin call is made, and the amount of additional cash that can be withdrawn from a margin account. Wed, 19 Jan 2011 19:18:15 GMT dcd3d3e2ac1d4aada904e48f6d2c9c00 00:14:17 no Compute the buying power of a margin account, its equity value, the value at which a margin call will be made, the amount of cash that must be added when a margin call is made, and the amount of additional cash that can be withdrawn from a margin account. 2-6 Explain how a Monte Carlo simulation is performed, and understand its implications in considering an investment strategy. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/XA/PJubZhKqhy6IqAJ8T53FBEWvsqGmeoJHM5VdLrhTo/hs328_lo_014_ch2_ww.mp3 14 Explain how a Monte Carlo simulation is performed, and understand its implications in considering an investment strategy. Wed, 19 Jan 2011 19:18:15 GMT 55bffda9ff4340459508e90ce110379f 00:07:19 no Explain how a Monte Carlo simulation is performed, and understand its implications in considering an investment strategy. 3-1 Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/i1/e30iyv3GLZbP8XKK_q6lS0hNVc4YSHKZBH1iRnxRU/hs328_lo_015_ch3_ww.mp3 15 Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio. Tue, 15 Oct 2013 20:14:15 GMT bd388d5739a24b87ab300257f40e1bdd 00:30:32 no Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio. 3-2 Describe how the optimal portfolio for an investor is the tangency between the efficient frontier and the highest possible indifference curve. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/XB/lWg9ERb849fCY43Fc5CZ281w8Wz6XdsBcz5HVDTfs/hs328_lo_016_ch3_ww.mp3 16 Describe how the optimal portfolio for an investor is the tangency between the efficient frontier and the highest possible indifference curve. Wed, 19 Jan 2011 20:17:45 GMT 798e360b9e1d4197b0e9e28041737346 00:11:37 no Describe how the optimal portfolio for an investor is the tangency between the efficient frontier and the highest possible indifference curve. 3-3 Show why an investor would prefer as low a correlation coefficient as possible for a two-security portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/7z/rYDYH4pVCXaRyz0gaNf29D_xpuM6Ef72AHBXqbLi0/hs328_lo_017_ch3_ww.mp3 17 Show why an investor would prefer as low a correlation coefficient as possible for a two-security portfolio. Wed, 19 Jan 2011 20:17:45 GMT 617144f305fa4a4787b875bddaf23ff6 00:04:21 no Show why an investor would prefer as low a correlation coefficient as possible for a two-security portfolio. 3-4 Explain why the fact that the "new" efficient frontier as defined by the capital market line (CML) dominates the "old" efficient frontier produced by N risky assets alters one's perception of the appropriate portfolio for an investor to hold. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/1J/Oc5htSW_ynZN4iapbhLRZEmd5cNqE4zpiEVYe4QgE/hs328_lo_018_ch3_ww.mp3 18 Explain why the fact that the "new" efficient frontier as defined by the capital market line (CML) dominates the "old" efficient frontier produced by N risky assets alters one's perception of the appropriate portfolio for an investor to hold. Wed, 19 Jan 2011 20:17:45 GMT c623cd8eca444700aa6c4fdd65f80a7f 00:20:00 no Explain why the fact that the "new" efficient frontier as defined by the capital market line (CML) dominates the "old" efficient frontier produced by N risky assets alters one's perception of the appropriate portfolio for an investor to hold. 3-5 Explain the roles of beta and the coefficient of determination in defining the risk of a particular security as part of the capital asset pricing model (CAPM). http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/uX/CU1VzDexIcaRuYvePG1dYsewsri50GpeuFbvcFYWA/hs328_lo_019_ch3_ww.mp3 19 Explain the roles of beta and the coefficient of determination in defining the risk of a particular security as part of the capital asset pricing model (CAPM). Wed, 19 Jan 2011 20:17:45 GMT cf09b9bd50b84623a271db62f58238a2 00:11:44 no Explain the roles of beta and the coefficient of determination in defining the risk of a particular security as part of the capital asset pricing model (CAPM). 3-6 Describe the arbitrage pricing theory (APT) model. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/xY/aaR-tr3Wl4nSUL5JFUgpn5HDvOlYlY8UK_9WwcJr8/hs328_lo_020_ch3_ww.mp3 20 Describe the arbitrage pricing theory (APT) model. Wed, 19 Jan 2011 20:17:45 GMT 1a208a2c034242f69ce0f24e7b9698da 00:03:33 no Describe the arbitrage pricing theory (APT) model. 3-7 Describe why an understanding of modern portfolio theory (MPT) and its legal implications for a practitioner are important for today's financial planner. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Ds/_Mqtv2UW-U0HGQn9ZoChXy3WPJURwnJP0e7HwU9ro/hs328_lo_021_ch3_ww.mp3 21 Describe why an understanding of modern portfolio theory (MPT) and its legal implications for a practitioner are important for today's financial planner. Wed, 19 Jan 2011 20:17:45 GMT ab1b4150a7fb431681bf4ae0d1216177 00:04:15 no Describe why an understanding of modern portfolio theory (MPT) and its legal implications for a practitioner are important for today's financial planner. 4-1 Compute a time-weighted rate of return. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ag/gQnoj2ApHxOVvAPMfHLK36HYs9e6vo7HHskAxytRM/hs328_lo_022_ch4_ww.mp3 22 Compute a time-weighted rate of return. Wed, 19 Jan 2011 21:00:45 GMT 6c879d74e48d4f548a7da3c42ed07075 00:06:25 no Compute a time-weighted rate of return. 4-2 Compute a dollar-weighted rate of return. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/C7/dICjHsTZb_QZ3DA25PGwFT05W5I_Dsx4qYbK79dvc/hs328_lo_023_ch4_ww.mp3 23 Compute a dollar-weighted rate of return. Wed, 19 Jan 2011 21:00:45 GMT c6960013e91e42ab9ad3a41a55ea0f0c 00:12:33 no Compute a dollar-weighted rate of return. 4-3 Compute a PPR when there are interim cash flows and convert a sequence of monthly or quarterly rates of return to an annual rate of return. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/NO/hhJWYgbE4lZRPOGUNNTV5Hs4IE_ItdIL7oIcT5Uig/hs328_lo_024_ch4_ww.mp3 24 Compute a PPR when there are interim cash flows and convert a sequence of monthly or quarterly rates of return to an annual rate of return. Wed, 19 Jan 2011 21:00:45 GMT beb44e980aeb4e7e90e199e1036ea9ea 00:04:12 no Compute a PPR when there are interim cash flows and convert a sequence of monthly or quarterly rates of return to an annual rate of return. 4-4 Describe some of the more commonly used indices and their deficiencies. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/_s/2n2XHT-AZ-f2KY5BBcKRjzGuiE4M9quyClvCzBrfQ/hs328_lo_025_ch4_ww.mp3 25 Describe some of the more commonly used indices and their deficiencies. Wed, 19 Jan 2011 21:00:45 GMT 9fbb5c097f75499aa8e11815253b7836 00:07:30 no Describe some of the more commonly used indices and their deficiencies. 4-5 Identify an appropriate benchmark portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/58/tFzYPkYbeHWXZNge5bV3_27mL0wocMJS34pe2mJXk/hs328_lo_026_ch4_ww.mp3 26 Identify an appropriate benchmark portfolio. Wed, 19 Jan 2011 21:00:45 GMT aa2c748fb0654546aef83e89ee66e0d4 00:01:46 no Identify an appropriate benchmark portfolio. 4-6 Compute the Sharpe ratio to evaluate portfolio performance. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Um/yOIdjZ6HVrDEBUdL5PeVZ1bt0SavwkuZcpGS9XXyA/hs328_lo_027_ch4_ww.mp3 27 Compute the Sharpe ratio to evaluate portfolio performance. Wed, 19 Jan 2011 21:00:45 GMT 2428b61544cb4f759a2f9d76f7304934 00:04:13 no Compute the Sharpe ratio to evaluate portfolio performance. 4-7 Compute the Treynor ratio to evaluate portfolio performance. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Lr/BNoRiB2iRNkeBkpKZ61jF_VqTFrsE7wT8tDakbuik/hs328_lo_028_ch4_ww.mp3 28 Compute the Treynor ratio to evaluate portfolio performance. Wed, 19 Jan 2011 21:00:45 GMT 4e9c3882fd8a4d7f81c6fd5fd3358feb 00:02:60 no Compute the Treynor ratio to evaluate portfolio performance. 4-8 Compute Jensen's alpha and the Information Ratio to evaluate portfolio performance. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/bq/Yn4U-PZ4XEsmGmwfrFyWG3YkFEhd7DSWmVN9w-bnc/hs328_lo_029_ch4_ww.mp3 29 Compute Jensen's alpha and the Information Ratio to evaluate portfolio performance. Wed, 19 Jan 2011 21:00:45 GMT 4acdff40397848e8b1f599d47a6c061a 00:06:24 no Compute Jensen's alpha and the Information Ratio to evaluate portfolio performance. 5-1 Explain the three forms of the efficient market hypothesis (EMH). http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/6w/RxLeWiJ6k-OS1A36APqbUjNS8AG4ODbluhGGUxUCQ/hs328_lo_030_ch5_ww.mp3 30 Explain the three forms of the efficient market hypothesis (EMH). Thu, 20 Jan 2011 13:58:15 GMT 11749b482df0401c92a13df3ee9261c1 00:09:09 no Explain the three forms of the efficient market hypothesis (EMH). 5-2 Describe serial correlation tests and filter rule tests, and indicate their significance. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/5N/x9bbAel0Z8_sNg_WIwjxuRukh9Y7SywND8bNS_lLc/hs328_lo_031_ch5_ww.mp3 31 Describe serial correlation tests and filter rule tests, and indicate their significance. Thu, 20 Jan 2011 13:58:15 GMT 0cd9d33ea2014bd0be3b8f563e2577bd 00:06:33 no Describe serial correlation tests and filter rule tests, and indicate their significance. 5-3 Define an anomaly and identify various anomalies that have been tested. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/8Q/CY7gmptVghkIUsVfUYOVD2YdbMd5q7Ia3Yiaz8mmI/hs328_lo_032_ch5_ww.mp3 32 Define an anomaly and identify various anomalies that have been tested. Thu, 20 Jan 2011 13:58:15 GMT a6c56e5f878a488caa25db8d35167e3b 00:12:22 no Define an anomaly and identify various anomalies that have been tested. 5-4 Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/gr/OAlv6U53XogaCp7OTiBXdfO6fy1jPI5hJXVoPE-DU/hs328_lo_033_ch5_ww.mp3 33 Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why. Thu, 20 Jan 2011 13:58:15 GMT eae1bf0df3c149e293e9f8736f7853a0 00:11:04 no Define the common sentiment, flow-of-funds, and market structure indicators, and indicate which are bullish, which are bearish, and why. 5-5 Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Th/ts7JyiqDxGdz2S_ijvmhajXCjJ1gOrpchaQB-mK_g/hs328_lo_034_ch5_ww.mp3 34 Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation. Thu, 20 Jan 2011 13:58:15 GMT 9d5c7834e42f413d8078810069547c6b 00:05:26 no Describe how bar and point-and-figure charts are constructed, and how one interprets a chart pattern, such as a head-and-shoulders formation. 6-1 Describe the basic features of common stock. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/oa/3iyrmiOL7SX-qnqdtBohijO3cMGgZanz8n6fpZ4wY/hs328_lo_035_ch6_ww.mp3 35 Describe the basic features of common stock. Fri, 21 Jan 2011 21:17:15 GMT 6b37e9e3e0004ea8ae657b20ee3c9250 00:05:07 no Describe the basic features of common stock. 6-2 Value common stock using the constant-growth model. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Fw/FG_I13TFQWPQYnJwsghvH1Yb4U_FYXuF1RzjhDW1M/hs328_lo_036_ch6_ww.mp3 36 Value common stock using the constant-growth model. Fri, 21 Jan 2011 21:17:15 GMT 5134899653b84e678b45e8e3fae4bb7d 00:17:50 no Value common stock using the constant-growth model. 6-3 Describe the different market-price-based ratios for judging a stock's price. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/wf/OhjsYMOwWnKKfxphFr8U7KJ8sjN2CLam8_hl-myTc/hs328_lo_037_ch6_ww.mp3 37 Describe the different market-price-based ratios for judging a stock's price. Fri, 21 Jan 2011 21:17:15 GMT 4cc773fcfd4044859757f379b5d299d8 00:06:08 no Describe the different market-price-based ratios for judging a stock's price. 6-4 Distinguish between growth and value stocks and their role in portfolio management. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/iy/Gp-xb7CKwUE1jdZ1ha2DML2lSf45xe1bGbkqTTjA4/hs328_lo_038_ch6_ww.mp3 38 Distinguish between growth and value stocks and their role in portfolio management. Fri, 21 Jan 2011 21:17:15 GMT 35556ce5938d469cb4787ecb8ed7382c 00:04:41 no Distinguish between growth and value stocks and their role in portfolio management. 6-5 Describe the mechanics of dividend payments. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/_b/sUw6_dkAM4dDQIMiSLyLaN4Pe2PRXmnjrDbHRpAZQ/hs328_lo_039_ch6_ww.mp3 39 Describe the mechanics of dividend payments. Fri, 21 Jan 2011 21:17:15 GMT 9d6fc830bf874c1eb7bb2e55fbf7eb05 00:06:24 no Describe the mechanics of dividend payments. 6-6 Describe the key characteristics of other equity instruments, including ADRs and preferred stock. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/hI/BtcNK_TVCs9NFR-lUVFtklmQD1mey4ZMnn8B2V_nY/hs328_lo_040_ch6_ww.mp3 40 Describe the key characteristics of other equity instruments, including ADRs and preferred stock. Fri, 21 Jan 2011 21:17:15 GMT c9c4247c92804f9e8193b98e909cc32f 00:08:01 no Describe the key characteristics of other equity instruments, including ADRs and preferred stock. 6-8 Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Sr/B-ft8lyUv0AGppIDhwn-VoVubgJn1dqd8kG4upAS8/hs328_lo_041_ch6_ww.mp3 41 Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments. Fri, 21 Jan 2011 21:17:15 GMT 30e620faaeb34ecd8fe32cb78f91f95d 00:08:46 no Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments. 6-7 Describe the key characteristics of rights, warrants, and limited partnerships. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Qz/WzyqTjiUlHhdoNzfkXnSYSTXhI5EQHhSSVmLd1kJI/hs328_lo_042_ch6_ww.mp3 42 Describe the key characteristics of rights, warrants, and limited partnerships. Fri, 21 Jan 2011 21:17:15 GMT 9839765115464e54a4f619625c8e4758 00:02:23 no Describe the key characteristics of rights, warrants, and limited partnerships. 7-1 Describe a business cycle, and explain what is meant by leading, coincident, and lagging indicators. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/uj/Js6V1JjlmqS_Wf_xexaR_svlqL35XvZG7uxUvYkl8/hs328_lo_043_ch7_ww.mp3 43 Describe a business cycle, and explain what is meant by leading, coincident, and lagging indicators. Thu, 20 Jan 2011 14:25:15 GMT 88ef423b31c0497c903fc2a1d498260a 00:06:52 no Describe a business cycle, and explain what is meant by leading, coincident, and lagging indicators. 7-2 Describe the tools of fiscal policy and how they work. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/IQ/eorgaS9_XdUXtFWw2fKBqI0GUXOiKzzljCQE2jQiY/hs328_lo_044_ch7_ww.mp3 44 Describe the tools of fiscal policy and how they work. Thu, 20 Jan 2011 14:25:15 GMT 9f9ef4d0973b4240bd40074b9b0d41bd 00:03:35 no Describe the tools of fiscal policy and how they work. 7-3 Describe the tools of monetary policy and how they work. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/JJ/3Bs_He7xEesNiz1YEg6a1h51ENHGSGrhLYBy4eG3Y/hs328_lo_045_ch7_ww.mp3 45 Describe the tools of monetary policy and how they work. Thu, 20 Jan 2011 14:25:15 GMT fb7caf44663148ea87a43dc22c3394ae 00:10:21 no Describe the tools of monetary policy and how they work. 7-4 Describe the goals and the problems in implementing fiscal and monetary policy. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/cF/xyeAS24kv1hAZVjSM5VwfxQxgIZQCcfS5-sRsb9_0/hs328_lo_046_ch7_ww.mp3 46 Describe the goals and the problems in implementing fiscal and monetary policy. Thu, 20 Jan 2011 14:25:15 GMT 9c16ba64edce44f984545bea3d43f704 00:06:44 no Describe the goals and the problems in implementing fiscal and monetary policy. 7-5 Describe the life-cycle of an industry. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/v-/mAlcT2AjeiPMBCb_xHTD7FvipG4WpKAVmyxkOKEYU/hs328_lo_047_ch7_ww.mp3 47 Describe the life-cycle of an industry. Thu, 20 Jan 2011 14:25:15 GMT a9f91e53e2fc49f5bfa7d8825ff6b10c 00:03:01 no Describe the life-cycle of an industry. 7-6 Interpret a balance sheet, an income statement, and a statement of cash flows. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/rs/tfqXuPFqak3QLXcdrZXK1qpK-z-W9vAmzqbFbC3jk/hs328_lo_048_ch7_ww.mp3 48 Interpret a balance sheet, an income statement, and a statement of cash flows. Thu, 20 Jan 2011 14:25:15 GMT 60b6184e92aa46d3b67343e2d49368b9 00:10:49 no Interpret a balance sheet, an income statement, and a statement of cash flows. 7-7 Analyze a company with respect to its liquidity, use of financial leverage, and profitability. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/vL/9dkyuEdX0ZAmy8qS4-v3akABB2CIuDMrWfRL7uGNM/hs328_lo_049_ch7_ww.mp3 49 Analyze a company with respect to its liquidity, use of financial leverage, and profitability. Thu, 20 Jan 2011 14:25:15 GMT fb49451debad4417b19ff14999e5b0f2 00:13:20 no Analyze a company with respect to its liquidity, use of financial leverage, and profitability. 7-8 Analyze a company with respect to its activity and other ratios, including the use of a Du Pont analysis. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ot/4l4TZ06j6mmlFeLzKeV5sWfNjcYMDk5t1mPOMuJgg/hs328_lo_050_ch7_ww.mp3 50 Analyze a company with respect to its activity and other ratios, including the use of a Du Pont analysis. Thu, 20 Jan 2011 14:25:15 GMT b94ce3237d2443a2940e4aaab6db1412 00:14:00 no Analyze a company with respect to its activity and other ratios, including the use of a Du Pont analysis. 8-1 Describe the key nonmarketable instruments available to a client http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/fa/FX4LIL9S20-WHnwPccqzX_1LlaMphFZ4Me1eQhtnI/hs328_lo_051_ch8_ww.mp3 51 Describe the key nonmarketable instruments available to a client Thu, 20 Jan 2011 14:40:15 GMT 3356fcf955ef4257a7e71e602e821859 00:04:21 no Describe the key nonmarketable instruments available to a client 8-2 Explain what is meant by the money market and describe the key money market instruments. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/6m/KD_d2g6lxlkz4q17L99hDX2wR_1VVHRSwflxJyEwg/hs328_lo_052_ch8_ww.mp3 52 Explain what is meant by the money market and describe the key money market instruments. Thu, 20 Jan 2011 14:40:15 GMT 6e5f03b8989a42c28b215a5409f25574 00:07:42 no Explain what is meant by the money market and describe the key money market instruments. 8-3 Describe the various securities and interest rates related to the money market. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Qg/CW19zYmJhAH8_WJEnsaysUodQ6DUY9w7Xo7xoSTuc/hs328_lo_053_ch8_ww.mp3 53 Describe the various securities and interest rates related to the money market. Thu, 20 Jan 2011 14:40:15 GMT ddf2c4c9ac2045d9b93b54b3c145a148 00:04:27 no Describe the various securities and interest rates related to the money market. 8-4 Describe the general characteristics of government and government-related bonds. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/YL/J4iIlNUSsMRPR8qxDmPLt1lPnNsZjf1i7YFTPZBOs/hs328_lo_054_ch8_ww.mp3 54 Describe the general characteristics of government and government-related bonds. Thu, 20 Jan 2011 14:40:15 GMT 5bb1528996564abc96b316970a27e924 00:07:05 no Describe the general characteristics of government and government-related bonds. 8-5 Describe the general characteristics of corporate bonds. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Wb/UCVDtwYqE40aIZqAzJRjAdr1JCj4TAA40SDay-1Uw/hs328_lo_055_ch8_ww.mp3 55 Describe the general characteristics of corporate bonds. Thu, 20 Jan 2011 14:40:15 GMT d9d9a008a7a04bee98c7cfe815e95bcc 00:12:54 no Describe the general characteristics of corporate bonds. 8-6 Explain the process of corporate bankruptcy. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/xO/f69_1W23CGRtXNDAsaTKyUjQrvsOQZZLa8CTb_B2c/hs328_lo_056_ch8_ww.mp3 56 Explain the process of corporate bankruptcy. Thu, 20 Jan 2011 14:40:15 GMT df0d05e3eec140b18de088709f5a8c4c 00:07:14 no Explain the process of corporate bankruptcy. 8-7 Describe the different features of mortgage-backed securities. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/PH/DllJe1rwKfMQ7piubVTq3209TZnhcwEj-R7vq1ax8/hs328_lo_057_ch8_ww.mp3 57 Describe the different features of mortgage-backed securities. Thu, 20 Jan 2011 14:40:15 GMT 62996059eca9424e9c2900d3ab8f13ba 00:04:30 no Describe the different features of mortgage-backed securities. 8-8 Discuss other types of debt instruments, including international bonds, private placements, promissory notes, and insurance-based contracts. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Mg/OrKBH3UYvirqk4PGfP9-0ABOfW8y2MCw_0AS-FSAA/hs328_lo_058_ch8_ww.mp3 58 Discuss other types of debt instruments, including international bonds, private placements, promissory notes, and insurance-based contracts. Thu, 20 Jan 2011 14:40:15 GMT dd7eb763084d403b9485380878080754 00:03:04 no Discuss other types of debt instruments, including international bonds, private placements, promissory notes, and insurance-based contracts. 9-1 Compute the price of a bond, given the discount rate, and the yield to maturity, given the price. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/JB/rfjHhVrzaN3ck3WlFPhe71_U4YtgntOVch1iE9UcA/hs328_lo_059_ch9_ww.mp3 59 Compute the price of a bond, given the discount rate, and the yield to maturity, given the price. Thu, 20 Jan 2011 14:49:45 GMT 9b6fc467d2ce40af845f532d0ae9c7e7 00:18:28 no Compute the price of a bond, given the discount rate, and the yield to maturity, given the price. 9-2 Compute the current yield, the realized compound yield to maturity, the yield to call, and the realized rate of return for a bond. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Bf/ik3i_PIuvlL7AgNjm0FnXiST1hpcw33wxDBI8UaSE/hs328_lo_060_ch9_ww.mp3 60 Compute the current yield, the realized compound yield to maturity, the yield to call, and the realized rate of return for a bond. Thu, 20 Jan 2011 14:49:45 GMT c98a25a15a30404d9ba2ab938f4627e3 00:16:17 no Compute the current yield, the realized compound yield to maturity, the yield to call, and the realized rate of return for a bond. 9-3 Identify the factors that influence the price volatility of a bond. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/vW/FUvPZ00SwDE-QfKSKCCfwR6X8L2hUksATch_Ot9HM/hs328_lo_061_ch9_ww.mp3 61 Identify the factors that influence the price volatility of a bond. Thu, 20 Jan 2011 14:49:45 GMT e60be0d5f59c420e8db4359df7b533c5 00:07:15 no Identify the factors that influence the price volatility of a bond. 9-4 Compute a bond's duration statistic. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/VG/KSb8QQlF9SyD4ldvIULZZMrVLKyp87fZghPtiV97o/hs328_lo_062_ch9_ww.mp3 62 Compute a bond's duration statistic. Thu, 20 Jan 2011 14:49:45 GMT 8972b0e7111a4f9396bcaaa4349feee0 00:09:11 no Compute a bond's duration statistic. 9-5 Explain how to use the duration statistic as an index number, to estimate bond price changes, and as a tool for immunizing a portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/mZ/7Neqmw4kmqSDW3VJYIbZ6GrQaWXR4P4WVMXHwj5_Q/hs328_lo_063_ch9_ww.mp3 63 Explain how to use the duration statistic as an index number, to estimate bond price changes, and as a tool for immunizing a portfolio. Thu, 20 Jan 2011 14:49:45 GMT 7ec617abe8ef44b29d59fc63e34ea7cd 00:09:32 no Explain how to use the duration statistic as an index number, to estimate bond price changes, and as a tool for immunizing a portfolio. 9-6 Discuss bond swaps, ladders, bullets, and barbells as strategies for managing a bond portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/H1/O6W7I7TtRgGbrINtaf2Knuz6ElcTjLxHd3EeEV0_U/hs328_lo_064_ch9_ww.mp3 64 Discuss bond swaps, ladders, bullets, and barbells as strategies for managing a bond portfolio. Thu, 20 Jan 2011 14:49:45 GMT 7aa8779be1f349029727efe955d546b3 00:08:46 no Discuss bond swaps, ladders, bullets, and barbells as strategies for managing a bond portfolio. 9-7 Describe the term structure of interest rates, and explain the investment implications of the term structure. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Cf/vJFjQl_0hjRv3NC54qQvKZR2IItErsi37S_OikcQY/hs328_lo_065_ch9_ww.mp3 65 Describe the term structure of interest rates, and explain the investment implications of the term structure. Thu, 20 Jan 2011 14:49:45 GMT d7d9b3086fa3476ab9cde4675ac1e5ec 00:17:13 no Describe the term structure of interest rates, and explain the investment implications of the term structure. 9-8 Describe several factors that affect bond prices and yields. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ob/smejFi3W9X4CQF21KcsQaeonArb1RxDZjVfYiyrRc/hs328_lo_066_ch9_ww.mp3 66 Describe several factors that affect bond prices and yields. Thu, 20 Jan 2011 14:49:45 GMT 1cdd7d58b3d24f8ba49a779d81a87d13 00:05:21 no Describe several factors that affect bond prices and yields. 10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Kj/ErJyABZ5n3mE5QCun3f7I3LuF9s2Bc3MIAK4OZYrw/hs328_lo_067_ch10_ww.mp3 67 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages. Fri, 21 Jan 2011 22:01:15 GMT f39471744b4847fb89ab4d7e6b77ee44 00:17:46 no Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages. 10-2 Describe how closed-end funds work. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/xj/WU2y83COe31vNTd6UH_OAi4IZzF1j2NaYEcOG146M/hs328_lo_068_ch10_ww.mp3 68 Describe how closed-end funds work. Fri, 21 Jan 2011 22:01:15 GMT 2386589940b844d98b7b90f408076352 00:05:04 no Describe how closed-end funds work. 10-3 Decide whether an ETF or an index fund is more appropriate for a client. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/m2/E-xMlF5HpzUqpN9UUyIq0JvxW2pqTDMJ6T6_PAgSw/hs328_lo_069_ch10_ww.mp3 69 Decide whether an ETF or an index fund is more appropriate for a client. Fri, 21 Jan 2011 22:01:15 GMT 33d0288de0cb4d98a702e95e825d6587 00:03:18 no Decide whether an ETF or an index fund is more appropriate for a client. 10-4 Describe the differences between REITs, RELPs, and REMICs. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/W0/dhT2rMkOD0RvwW0tQmJwcdzz9a5Psw9kY-yvn51EY/hs328_lo_070_ch10_ww.mp3 70 Describe the differences between REITs, RELPs, and REMICs. Fri, 21 Jan 2011 22:01:15 GMT f1c44caec1894c86b118b1356be85929 00:04:51 no Describe the differences between REITs, RELPs, and REMICs. 10-5 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/KT/5Y8L9c81V0Prw3wo1fJgBLmDIMXCugDy4Mh_K-6vw/hs328_lo_071_ch10_ww.mp3 71 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account. Fri, 21 Jan 2011 22:01:15 GMT 3b15275f04634d5a803031ba2d4a55b7 00:04:54 no Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account. 10-6 Identify the important characteristics to consider in selecting an appropriate mutual fund for a client. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/N0/ap0jSlGni3EElkMo3lSBwEo_VsTNyuRlLY2DFJc6Y/hs328_lo_072_ch10_ww.mp3 72 Identify the important characteristics to consider in selecting an appropriate mutual fund for a client. Fri, 21 Jan 2011 22:01:15 GMT 8e33194874a74aa7a02ac20ca731902e 00:06:28 no Identify the important characteristics to consider in selecting an appropriate mutual fund for a client. 10-7 Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Sd/PFG9FTebl_crFGjYh9PCuZIOpGB7B0vAvr9vtSA3E/hs328_lo_073_ch10_ww.mp3 73 Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio. Fri, 21 Jan 2011 22:01:15 GMT d80974c6289846af8aa8e13162d4a46b 00:01:41 no Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio. 11-1 Be conversant in the basic option terminology and the mechanics of the options markets. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Fr/YgXtBvJEvIUlwrwy4FBQb741cuD6oclJS1aLWl9qo/hs328_lo_074_ch11_ww.mp3 74 Be conversant in the basic option terminology and the mechanics of the options markets. Thu, 20 Jan 2011 15:59:45 GMT 3baccaf58c40428e98d01005fa399af2 00:05:21 no Be conversant in the basic option terminology and the mechanics of the options markets. 11-2 Describe the two reasons options have value, and compute the value for each reason. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/U6/_KcZZIz72EC741hrXUz4flbQJPHfZjKRLHXf0gK6g/hs328_lo_075_ch11_ww.mp3 75 Describe the two reasons options have value, and compute the value for each reason. Thu, 20 Jan 2011 15:59:45 GMT 5d25c815d0114f1bb1bb049e0f48bec2 00:08:10 no Describe the two reasons options have value, and compute the value for each reason. 11-3 Construct a profit function for a person long or short a put or call option. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ko/QDhVmifMH9EuLvgF8MfiRInDRplJYBC9vZoOGobBw/hs328_lo_076_ch11_ww.mp3 76 Construct a profit function for a person long or short a put or call option. Thu, 20 Jan 2011 15:59:45 GMT 7e658e8ff86345bdb8aa6dfa93c51fd5 00:14:41 no Construct a profit function for a person long or short a put or call option. 11-4 Construct a profit function for combinations of options and stocks. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/4J/gDXSpCC4SF6RDiMUsL5Nbb7ujc6DqcLA1MWay-rrI/hs328_lo_077_ch11_ww.mp3 77 Construct a profit function for combinations of options and stocks. Thu, 20 Jan 2011 15:59:45 GMT 737faba2b7d34953b1d239621debf9f0 00:08:02 no Construct a profit function for combinations of options and stocks. 11-5 Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/uC/clLu9EVa2MgnU_9sZ4icjVVHFJVx10PTxXgD8_KsE/hs328_lo_078_ch11_ww.mp3 78 Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option. Thu, 20 Jan 2011 15:59:45 GMT 023b00cc5e134a7cb5a4488a14c4ef71 00:10:12 no Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option. 11-6 Describe how stock index options, interest rate options, and LEAPS® differ from listed puts and calls on common stock. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Qi/arVsUZdihnFdBnt6ceql7P5dv5k8sC7oCSgPU4pqM/hs328_lo_079_ch11_ww.mp3 79 Describe how stock index options, interest rate options, and LEAPS® differ from listed puts and calls on common stock. Thu, 20 Jan 2011 15:59:45 GMT 13f60251d592409abf260e53c4ce6d2c 00:03:46 no Describe how stock index options, interest rate options, and LEAPS® differ from listed puts and calls on common stock. 11-7 Explain the advantages and disadvantages of convertibles and compute conversion values and conversion premiums. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/lg/MXe2CDDoLa4xycOon905sfDlgl3vs0CHPNwLLL_FA/hs328_lo_080_ch11_ww.mp3 80 Explain the advantages and disadvantages of convertibles and compute conversion values and conversion premiums. Thu, 20 Jan 2011 15:59:45 GMT 7353457579a2478eb96c4cf00ccc6ded 00:11:12 no Explain the advantages and disadvantages of convertibles and compute conversion values and conversion premiums. 12-1 Describe the characteristics of the spot market, forward contracts, and futures contracts. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/HP/NkRh_IrmTK5jymhZdmn4lYODFjicKoTkHh2OifArg/hs328_lo_081_ch12_ww.mp3 81 Describe the characteristics of the spot market, forward contracts, and futures contracts. Thu, 20 Jan 2011 16:16:45 GMT a8c30abeed63410db3440c2c487b72d9 00:01:47 no Describe the characteristics of the spot market, forward contracts, and futures contracts. 12-2 Describe the institutional framework for trading futures contracts. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/vS/7dkYqY_CriG3Cl369AtRllCj1GDSRNl_e2Y5bIwO8/hs328_lo_082_ch12_ww.mp3 82 Describe the institutional framework for trading futures contracts. Thu, 20 Jan 2011 16:16:45 GMT 93ad5dd253d04e7db9427f0473cc4864 00:06:30 no Describe the institutional framework for trading futures contracts. 12-3 Describe the general characteristics of futures contracts. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/z-/H87cxGx56LkbwbIoO7rMQ_VGRcYezCl1DLVg8BBlU/hs328_lo_083_ch12_ww.mp3 83 Describe the general characteristics of futures contracts. Thu, 20 Jan 2011 16:16:45 GMT d6772d946aef41b8b71b35762938e7eb 00:15:26 no Describe the general characteristics of futures contracts. 12-4 Apply trading strategies using futures contracts, especially with regard to the creation of basis risk. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Im/C8KQ4vsIQawi87ad8b8hE2oJpizDfNksmEKMQfvSs/hs328_lo_084_ch12_ww.mp3 84 Apply trading strategies using futures contracts, especially with regard to the creation of basis risk. Thu, 20 Jan 2011 16:16:45 GMT 108397e51dd44494a4899af46ce17a47 00:15:32 no Apply trading strategies using futures contracts, especially with regard to the creation of basis risk. 12-5 Utilize a financial futures contract to hedge market or interest rate risks. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/8U/Dh1LTmTQkxepbNP5FLF7OPe6zMFgxAnjB1Y1ux3vw/hs328_lo_085_ch12_ww.mp3 85 Utilize a financial futures contract to hedge market or interest rate risks. Thu, 20 Jan 2011 16:16:45 GMT db8174d98207464cbb9738fc52cb09f4 00:01:34 no Utilize a financial futures contract to hedge market or interest rate risks. 13-1 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/GO/tQMxeNkCC8Qv7NEPqZuifd72C-fxKAQLYl4fsiBDE/hs328_lo_086_ch13_ww.mp3 86 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate. Thu, 20 Jan 2011 16:31:45 GMT 33f15ff0d790403f9d41075b82dcdedb 00:07:14 no Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate. 13-2 Compute the cost basis or adjusted cost basis of an investment. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Tc/VIPgwZUAnBjNhcMJvxMZsUQ8MSDKjg_VfWeBKTlR0/hs328_lo_087_ch13_ww.mp3 87 Compute the cost basis or adjusted cost basis of an investment. Thu, 20 Jan 2011 16:31:45 GMT a824e7e24f89497c8798a499fcf8547f 00:00:41 no Compute the cost basis or adjusted cost basis of an investment. 13-3 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/SB/-oHs7jBI1ZLX4wAzAP0PndLgAjBI_R5c39TEOUMuY/hs328_lo_088_ch13_ww.mp3 88 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income. Thu, 20 Jan 2011 16:31:45 GMT 4db9d3fdb68a455aa4883677f10f1c6a 00:08:49 no Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income. 13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/xh/cVT5tF-ePWwRbruiyFgekFXSSC_y2XX8F5XFk3X2s/hs328_lo_089_ch13_ww.mp3 89 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing. Thu, 20 Jan 2011 16:31:45 GMT 505805f957e44ca49bdbdf3d9f779b8b 00:03:37 no Discuss the pros and cons of tax-loss harvesting and tax-efficient investing. 13-5 Avoid subjecting a client to violations of the wash-sale rule for various types of investments. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/BW/TI4CIqIQy6zeC0K9YeP1ThqOq1_sdCj8jn8tBgoCs/hs328_lo_090_ch13_ww.mp3 90 Avoid subjecting a client to violations of the wash-sale rule for various types of investments. Thu, 20 Jan 2011 16:31:45 GMT da5a972d810749c88c49e36b4cbc8b41 00:03:02 no Avoid subjecting a client to violations of the wash-sale rule for various types of investments. 13-6 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/Qq/C2fWc8s0hX7CeZouFMEiS1sTK19JlOWbv6mPe-ej8/hs328_lo_091_ch13_ww.mp3 91 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield. Thu, 20 Jan 2011 16:31:45 GMT f76b099c1f1f4caa8f11776df9f9bf21 00:11:33 no Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield. 13-7 Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/3J/481K9uqEhkWKjavFDTzLFjE6pMahFWjPkG-8oRyUI/hs328_lo_092_ch13_ww.mp3 92 Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts. Thu, 20 Jan 2011 16:31:45 GMT c8fa337855fa4e54ad23de699b6d9496 00:02:31 no Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts. 13-8 Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/bH/UMRv-FQTUvvuF84qZU-TKv5LT4tzODNu-I-yNYFDw/hs328_lo_093_ch13_ww.mp3 93 Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA. Thu, 20 Jan 2011 16:31:45 GMT 6127224e80324be7ac7191666aa1f548 00:06:44 no Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA. 14-1 Describe the nine-step investment process and identify the six common components of an investment policy statement. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/TU/WUXKCk5rg-Qy1QQIz0aSybnVVR3OEs3O2ieuT8XGc/hs328_lo_094_ch14_ww.mp3 94 Describe the nine-step investment process and identify the six common components of an investment policy statement. Thu, 20 Jan 2011 17:27:45 GMT 75bb780ddabb44c4a65331dc9a832d1f 00:05:27 no Describe the nine-step investment process and identify the six common components of an investment policy statement. 14-2 Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/p3/UrMeeVnfVgGIO9mtZphOzPxk3HKCmUMk61gzheRkE/hs328_lo_095_ch14_ww.mp3 95 Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio. Thu, 20 Jan 2011 17:27:45 GMT 09a77aed8f09450a9f60284ccb607875 00:07:30 no Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio. 14-3 Explain the key issues associated with portfolio rebalancing. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/R8/7xWemXXCTEgJMkkR3PRK1iGw9JDBsJQ4OrIs7M9dA/hs328_lo_096_ch14_ww.mp3 96 Explain the key issues associated with portfolio rebalancing. Thu, 20 Jan 2011 17:27:45 GMT 75f02ab314b446c1a71ac94b0bc35f9d 00:03:46 no Explain the key issues associated with portfolio rebalancing. 14-4 Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/ID/AprAgHqzhe62qRyCNJgKHxrS3ZIqLM2EbOIbjRV7c/hs328_lo_097_ch14_ww.mp3 97 Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios. Thu, 20 Jan 2011 17:27:45 GMT 882561efa9214cf0bcdc7a43c4859473 00:10:01 no Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios. 14-5 Demonstrate how dollar-cost averaging plans work and describe examples of these plans. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/zs/wHkyYXhBaofA_Zq1lsntU02LONuYeO-afxa1yIHI0/hs328_lo_098_ch14_ww.mp3 98 Demonstrate how dollar-cost averaging plans work and describe examples of these plans. Thu, 20 Jan 2011 17:27:45 GMT ce1d3a0c71724aa39ae30b6c470e036e 00:10:33 no Demonstrate how dollar-cost averaging plans work and describe examples of these plans. 14-6 Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/OU/jehoztQS6tx_E8S-TSspO0NsGQaJ2FBWJ7b3ERu7A/hs328_lo_099_ch14_ww.mp3 99 Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner. Thu, 20 Jan 2011 17:27:45 GMT 2e73fedc6cd647d685f613d0973202bc 00:11:12 no Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner. 14-7 Describe strategies for selling the client on a plan. http://s2.content.video.llnw.net/smedia/114f8c2a3b6949678ec95ec17b9d4d08/9o/yyfdUgtxOVDr3yXBPs62YL2BWse9oz4elXiwM5Jrc/hs328_lo_100_ch14_ww.mp3 100 Describe strategies for selling the client on a plan. Thu, 20 Jan 2011 17:27:45 GMT 753d54c3b7794658980d5889730fdb48 00:03:53 no Describe strategies for selling the client on a plan.