当前位置: 考呗网 > 证券投资顾问 > 考点汇总 >

2018年整理:证券投资顾问业务易错知识点汇总

蚂蚁考呗网     [ 2018-01-04 ]   点击次数:
证券投资顾问业务易错知识点
 
1. 风险揭示书的内容和格式要求——中国证券业协会
2. 预期市场行情上涨——选择高β证券组合
3. 套利实现的是无风险收益
4. 主动型投资策略:跟进板块轮动、市场风格转换调整投资组合
5. 平滑异同移动平均线(MACD)属于指标类技术分析方法的指标,不属于切线类
6. 红色预警法——定量分析和定性分析相结合
7. 久期(持续期)缺口为负,利率下降,流动性减弱
8. 消极管理策略——指数策略和免疫策略
9. 失业保障——3个月最低,6个月妥当
10.  基本原则:依法合规、诚实信用、公平维护客户利益
11.  目前消费储蓄需要考虑可预期收支和未来收支
12.  T是唯一一个不含无风险证券;有效边界FT上任意证券组合,均视为无风险证券F与T的再组合;T完                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 全由市场确定
评论责编::admin
广告
相关推荐
热点推荐»