問題一覧
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study of how players in a financial system acquire, spend, manage and make other sound financial decisions concerning money and other financial resources
finance
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study of how players in a financial system - - - and make other sound financial decisions concerning money and other financial resources
acquire, spend, manage
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accepted as means of paying for goods and services
money
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3 basic functions of finance
as a medium of exchange as a store of value as a standard value
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evaluating financial performance and preparing financial plans
financial analyst
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monitoring daily cash inflows and ounce
cash management analyst
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monitoring daily cash inflows and outflows
cash management analyst
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Estimating cash flows and evaluating asset investment opportunities
capital expenditures analyst
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evaluating credit application
credit analyst
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evaluating consumer and commercial loan applications
loan analyst
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assisting customer with their banking transactions
Bank teller
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conducting research on investment opportunities
investment researcher
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selling insurance policies to individuals and business and assisting them in process of claims
insurance agent
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marketing, selling or learning residential or commercial properties
real-estate agent
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assisting clients in purchasing stocks and bonds and building investment wealth
stockbroker
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two types of stocks
ordinary preferred
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have voting rights
ordinary
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no voting rights
preferred
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analyzing and making recommendations on the investment potential of specific securities
security analyst
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assisting daily unit administration functions
administrative clerk
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performing compliance field work
examiner
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LOA
letter of authority
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SDT
subpoena duces tecum
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NOD
notice of discrepancy
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PAN
preliminary assessment notice
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FAN
final assessment notice
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FDDA
Final Decision on deputed assessment
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two types of career in finance (government)
administrative clerk examiner
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2types of career in finance (academe
lecturer research assistant
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teaching basic finance subj
lecturer
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assisting lead researchers in data gathering
research assistant
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Organization or intermediaries that help the financial system Operate efficiently
Financial institution and markets
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Involves the sale or Marketing securities Analysis of securities in the management of investment risk thru portfolio diversification
investments
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Involves financial planning asset management and decision to increase the value of the stakeholders
Financial management
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What are the two types of decisions
Strategic and operational
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It is any physical or electronic document that has intrinsic monetary value or transfers
Financial instrument
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primarily issued to generate cash or to acquire an asset
security
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2 kinds of security
dept security equity security