Awma exam 3 Study guides, Class notes & Summaries

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AWMA Exam Practice Questions with Correct Answers
  • AWMA Exam Practice Questions with Correct Answers

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  • AWMA Exam Practice Questions with Correct Answers What are the 4 rules in terms of investing in a small firm? - Answer-Time frame of at least 3-5 years, diversify among 20-30 different issues, avoid turnover of 30% annually, and sell if and when 40% of company's shares become owned by institutional investors. What is a characteristic of an unfunded excess benefit plan? - Answer-The plan generally need not comply with either the disclosure or reporting requirements of ERISA. Unfunded e...
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