The registered rep uses a variety of client information to help the client evaluate the appropriate investments to fit their needs. This course discusses how to determine the suitability of the various investments to different clients and examines the risk characteristics associated with an investment company portfolio.
This course covers the following topics: Lesson 1: The Nuts and Bolts Lesson 2: Analysis of Cash Flow Lesson 3: Cash Budgeting and Optimal Cash Balances Lesson 4: Internal Control Lesson 5: Cash Forecasting and What If Analysis Lesson 6: Managing Payables Lesson 7: Collection and Credit Management Lesson 8: Smart Banking Lesson 9: Obtaining Cash and Borrowing Lesson 10: Loan Qualifications and Banking Relationships
End of Course Instructions
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