PMT 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 Portfolio Management Techniques (PMT) summary notes and practice questions.

PMT 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

    Portfolio Management: Overview

    • Chapter 1 - Quiz 1

    • Chapter 1 - Quiz 2

  • 5

    Ethics and Portfolio Management

    • Chapter 2 - Quiz 1

    • Chapter 2 - Quiz 2

  • 6

    The Institutional Investor

    • Chapter 3 - Quiz 1

    • Chapter 3 - Quiz 2

  • 7

    The Investment Management Firm

    • Chapter 4 - Quiz 1

  • 8

    The Front Office

    • Chapter 5 - Quiz 1

  • 9

    The Middle and Back Offices

    • Chapter 6 - Quiz 1

  • 10

    Managing Equity Portfolios

    • Chapter 7 - Quiz 1

    • Chapter 7 - Quiz 2

    • Chapter 7 - Quiz 3

  • 11

    Managing Fixed Income Portfolios

    • Chapter 8 and 9 - Quiz 1

    • Chapter 8 and 9 - Quiz 2

    • Bond Duration and Math Practice Questions

  • 12

    The Permitted Uses of Derivatives by Mutual Funds

    • Chapter 10 - Quiz 1

  • 13

    Creating New Portfolio Management Mandates

    • Chapter 11 - Quiz 1

  • 14

    Alternative Investments

    • Chapter 12 - Quiz 1

    • Chapter 12 - Quiz 2

  • 15

    Client Portfolio Reporting and Performance Attribution

    • Chapter 13 - Quiz 1

    • Chapter 13 - Quiz 2

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AIS and PMT Complete Package

Study Notes, Test Banks, Tough Topic Workbooks and Support Forum

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Teaching what you need to know to pass!