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Apr 20, 2024
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NSU Catalog 2022-2023 [ARCHIVED CATALOG]
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BFS 772 - Investment Management This course covers economics and markets; portfolio management, including the equity and debt markets; alternative investments; investment policy, client objectives and risk tolerance; performance management and evaluation, measuring return and risk, and establishing benchmarks; legal considerations; and, ethics in preparation for the national Certified Financial Trust Advisor (CFTA) exam and certificate. 3 credits
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