This assessment validates knowledge of financial analysis and controls, including analysis, reporting, controls, and professional judgment. It is intended for candidates preparing for regulated or specialist finance roles.
Mark Davidson and James Case are bond traders at a large fixed-income investment firm. Both Davidson and Case have developed bond valuation models for bonds wit...
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Get Started FreeJames Volley, CFA, is evaluating a number of municipal bonds. One of the revenue bonds on his list is marked as "prercfunded." When Volley asks his assistant ab...
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Get Started FreeLaura Mack, is considering purchasing two Treasury securities. The first is the 7-year on-the-run Treasury issued last week that has a coupon rate of 4.98%. The...
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Get Started FreeAn investor wants to take advantage of the 5-year spot rate, currently at a level of 4.0%. Unfortunately, the investor just invested all of his funds in a 2-yea...
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Get Started FreeEileen Hart, CFA, is a fixed income portfolio manager for MTY Investment Management. Hart's portfolio includes US agency mortgage-backed securities. Which of th...
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