Financial Intermediation

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    The Future of Security Segment in China

    2、期货从业资格证书:同证券从业资格证书一样,也是入门所需证书。高中学历以上报考即可,共考两科,基础和法规。金融期货即将推出,俱期货人才应该会变的抢手。 3、保险中介人从业人员资格考试:可分为(1)保险代理从业人员资格考试 ;(2)保险经纪和保险公估从业人员资格考试 4、个人金融理财人员(Financial Advisor)也被称为金融理财师、金融策划师、金融顾问等。他们的主要职责是根据客户的短期和长期的金融需要和金融状况,为客户提供购买适合客户需要的金融产品的建议。 5、金融投资分析人员(Financial Analyst)也被称为金融分析师、证券分析师或投资分析师。他们一般就职于银行、保险公司、基金公司、证券公司等金融机构,帮助这些公司或公司客户作出理性的投资决定。 CFA是“注册金融分析师”(Chartered Financial Analyst)的简称,也称“特许金融分析师”,它是证券投资与管理界的一种职业资格称号,由美国“注册金融分析师学院”(ICFA)发起成立。 有“全球金融第一考”之称的CFA证书是证券投资与管理界的一种职业资格认证,是由美国投资管理与研究协会AIMR现名为CFA IN

    Words: 650 - Pages: 3

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    Globus

    Analysis 2 The Glo-Bus application was a very challenging and intriguing exercise.Starting out in the simulation, our team was positioned well with a good strategy and several strengths in our first couple of years. Despite thisstrong start, we struggled to adapt to the changing market conditions and adapting our strategy accordingly. Ultimately, we gained several new insights that should help us each in our future strategy formation andexecution efforts. Strategy As a co-management team we quickly

    Words: 7602 - Pages: 31

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    Tire City

    Nestor Santamaria MGT 324 Leopoldo Lopez October 22nd, 2012 TIRE CITY Assignment Present Condition of the Firm: Do a profile of Tire City's financial health by calculating the following ratios from 1993 through 1995 * Short Term Solvency or Liquidity: current ratio, quick ratio Short term solvency of liquidity ratios | | | | 1993 | 1994 | 1995 | current asset | 4683 | 5542 | 6548 | current liabilities | 2312 | 2882 | 3218 | Current ratio | 2.02551903 | 1.92297016 | 2.03480423

    Words: 938 - Pages: 4

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    Johnson Bank V. George Korbakes & Company, Llp

    Restatement (Second) of Tort could have been the court’s only resort to make its decision. GKCO failed to include in the main sections of the financial report figures of great importance. Instead, GKCO included these figures in the report’s footnotes. c. The court could not have used the foreseeability standard. Because the accountant did not prepare the financial reports with the intention of informing Johnson Bank. In fact, GKCO did not know Brandon was intending to use the reports –already done by

    Words: 900 - Pages: 4

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    Financial Statement Analysis

    FALL 2012 | Claremont Financial Advisors | A Financial Statement Analysis on AT&T | | Prepared by | Anita HovsepianQinyi DuOctober 21, 2012 | This report is designed to provide investors with investment recommendations for AT&T Inc. by using financial ratios, DuPont Analysis, and by benchmarking its performance with its closest competitor, Verizon. | I. Introduction AT&T Inc., together with its subsidiaries, provides telecommunications services to consumers, businesses

    Words: 2894 - Pages: 12

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    Paper Review

    Happel et al. (1995) in the article “Herd them together and scalp them” highlighted the presence of ticket scalpers at the sporting and fun events. Scalpers sold the tickets double to the amount to which they were originally sold out but what actually they do is that they tap a market of buyers whose time is in short supply but their money isn’t and the buyers also care less about the money to get those tickets. Tickets are bought from licensed sellers and are then sold for a price determined by

    Words: 481 - Pages: 2

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    Finance 3000

    Practice Questions for Finance 3000, Exam II, Fall 2009 Chapter 3 1. Ratios are used to compare different firms in the same industry.  TRUE  2. Financial ratios are used to weigh and evaluate the operational performance of the firm.  TRUE   3. Liquidity ratios indicate how fast a firm can generate cash to pay bills.  TRUE    4. A banker or trade creditor is most concerned about a firm's profitability ratios.  FALSE   5. Ratios are only useful for those areas of business that

    Words: 5748 - Pages: 23

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    Beats Case

    Billy Beat's When considering whether or not to accept a new audit client, the successor audit should make specific and reasonable inquiries of the predecessor auditor regarding matters that will assist the successor auditor in determining the acceptance of the engagement. Matters subject to inquiry include: information that might bear on the integrity of management, disagreements with management as to accounting procedures, or other similar significant matters, and communications to audit committees

    Words: 299 - Pages: 2

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    Bank Managenent

    Financial Statement Analysis Summit Power Limited Ratios Analysis (Consolidated) 2011-2010 Liquidity Ratio. Current Ratio= Current assetCurrent Liabilities = TK 2,939,691,632TK 2,235,018,908 = 1.32:1 Current Ratio (2010) =TK 2,285,232,236TK 3,832,145,504=0.60:1 Quick ratio=CA-InventoriesCL = TK 2,939,691,632-TK 651,338,649TK 2,235,018,908 = 1.02:1 Quick ratio (2010) =TK 2,285,232,236-280,071,0933,832,145,504= 0.52:1 Comment: By analysis the liquidity ratio here we can see that company

    Words: 733 - Pages: 3

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    Guillermo Furniture Store Analysis

    Tootsie Roll Industries, Inc.: Loan Package Tootsie Roll Industries, Inc.: Loan Package Tootsie Roll Industries is applying for a loan package that will help them achieve superior things. There are many opportunities that can be accomplished by allocating money to different areas. The different areas include healthier ingredients, expansion, and advertising. These areas will increase the production and success of the Tootsie Roll Industries, Inc. Within this loan package, there are many

    Words: 1292 - Pages: 6

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