IMT Exam Test Bank

Gain confidence and knowledge as you cover the course topics.

The test bank cracks the exam code by showing you how to:

  • Pinpoint your weak areas and close knowledge gaps.

  • Identify highly testable items and must know concepts.

  • Easily remember and interpret key terms and definitions.

  • Perform complex financial calculations.

For more than 20 years Prof. Gordon, CFA, CFP, CIM, MBA, FCSI has been helping candidates prepare for and pass their financial industry examinations.

He is the primary author of the Investment Management Techniques (IMT) summary notes and practice questions.

IMT Exam Test Bank Content

  • 2

    Welcome

    • Test Bank Introduction

  • 3

    Financial Math Review

    • HP 10B Calculator Tutorial

    • Ti BA 2 Calculator Tutorial

    • Time Value of Money / Financial Math Review - Quiz

    • Portfolio Management / Math Review - Quiz

  • 4

    The Investment Management Process

    • Chapter 1 - Quiz 1

    • Chapter 1 - Quiz 2

    • Chapter 1 - Quiz 3

  • 5

    Understanding a Client's Risk Tolerance

    • Chapter 2 - Quiz 1

    • Chapter 2 - Quiz 2

  • 6

    Asset Allocation and Investment Strategies

    • Chapter 3 - Quiz 1

    • Chapter 3 - Quiz 2

    • Chapter 3 - Quiz 3

  • 7

    Equity Securities

    • Chapter 5 - Quiz 1

    • Chapter 5 - Quiz 2

    • Chapter 5 - Quiz 3

  • 8

    Analysis of Equity Securities I: Economic and Industry Analysis

    • Chapter 6 - Quiz 1

    • Chapter 6 - Quiz 2

    • Chapter 6 - Quiz 3

  • 9

    Analysis of Equity Securities II: Company Analysis and Valuation

    • Chapter 7 - Quiz 1

    • Chapter 7 - Quiz 2

    • Chapter 7 - Quiz 3

  • 10

    Technical Analysis

    • Chapter 8 - Quiz 1

    • Chapter 8 - Quiz 2

  • 11

    Debt Securities

    • Chapter 9 - Quiz 1

    • Chapter 9 - Quiz 2

  • 12

    Analysis of Debt Securities I: Valuation, Term Structure and Pricing

    • Chapter 10 - Quiz 1

    • Chapter 10 - Quiz 2

  • 13

    Analysis of Debt Securities II: Price Volatility and Investment Strategies

    • Chapter 11 - Quiz 1

    • Chapter 11 - Quiz 2

  • 14

    Analyzing Conventionally Managed Products

    • Chapter 12 - Quiz 1

    • Chapter 12 - Quiz 2

  • 15

    Analyzing Non-conventional Asset Classes and Their Structures

    • Chapter 13 - Quiz 1

    • Chapter 13 - Quiz 2

    • Chapter 13 - Quiz 3

  • 16

    International Investing

    • Chapter 14 - Quiz 1

    • Chapter 14 - Quiz 2

  • 17

    International Taxation

    • Chapter 15 - Quiz 1

  • 18

    Managing Your Client's Investment Risk

    • Chapter 16 - Quiz 1

    • Chapter 16 - Quiz 2

    • Chapter 16 - Quiz 3

  • 19

    Impediments to Wealth Accumulation

    • Chapter 17 - Quiz 1

    • Chapter 17 - Quiz 2

  • 20

    Portfolio Monitoring & Performance Evaluation

    • Chapter 18 - Quiz 1

    • Chapter 18 - Quiz 2

  • 21

    Bonus - Teaching Clips

    • Collar

    • Protective Put vs Covered Call

    • Protective Put vs Short Futures

    • Dollar Weighted Return

    • Standard Deviation

    • Duration and Convexity

    • Cash Flow Yield Calculation (from IMT Debt Notes)

  • 22

    IMT Exam 2 - Case Studies

    • Case Study 1 - Fixed Income Investments

    • Case Study 2 - Risk Management

    • Case Study 3 - Hernandez

    • Case Study 4 - Equity

    • Case Study 5 - Portfolio Management / Derivatives

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