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.

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

  • 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

  • 7

    Equity Securities

    • Chapter 4 - Quiz 1

    • Chapter 4 - Quiz 2

  • 8

    Analysis of Equity Securities I: Economic and Industry Analysis

    • Chapter 5 - Quiz 1

    • Chapter 5 - Quiz 2

    • Chapter 5 - Quiz 3

  • 9

    Analysis of Equity Securities II: Company Analysis and Valuation

    • Chapter 6 - Quiz 1

    • Chapter 6 - Quiz 2

  • 10

    Technical Analysis

    • Chapter 7 - Quiz 1

    • Chapter 7 - Quiz 2

  • 11

    Debt Securities

    • Chapter 8 - Quiz 1

    • Chapter 8 - Quiz 2

  • 12

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

    • Chapter 9 - Quiz 1

    • Chapter 9 - Quiz 2

  • 13

    Analysis of Debt Securities II: Price Volatility and Investment Strategies

    • Chapter 10 - Quiz 1

    • Chapter 10 - Quiz 2

  • 14

    Analyzing Conventionally Managed Products

    • Chapter 11 - Quiz 1

    • Chapter 11 - Quiz 2

  • 15

    Analyzing Non-conventional Asset Classes and Their Structures

    • Chapter 12 - Quiz 1

    • Chapter 12 - Quiz 2

    • Chapter 12 - Quiz 3

  • 16

    Insurance Based Investment Products

    • Chapter 13 - Quiz 1

    • Chapter 13 - Quiz 2

  • 17

    International Investing

    • Chapter 14 - Quiz 1

    • Chapter 14 - Quiz 2

  • 18

    Managing Your Client's Investment Risk

    • Chapter 15 - Quiz 1

    • Chapter 15 - Quiz 2

    • Chapter 15 - Quiz 3

  • 19

    Impediments to Wealth Accumulation

    • Chapter 16 - Quiz 1

    • Chapter 16 - Quiz 2

  • 20

    Portfolio Monitoring & Performance Evaluation

    • Chapter 17 - Quiz 1

    • Chapter 17 - Quiz 2

  • 21

    International Taxation

    • Chapter 18 - Quiz 1

  • 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

  • 23

    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)

Teaching what you need to know to pass!