Learning Objectives & Matches
LO 1: To develop an appreciation of the relationship between risk and return.
Perform risk assessments to develop response strategies.
Provide expertise to help financial institutions manage risks and maximize returns associated with investment products or credit offerings.
Decline excessive risks.
Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe, profitable distribution of risks, using reference materials.
Identify potential for loss and develop strategies to eliminate it.
Prepare reports that include the degree of risk involved in extending credit or lending money.
Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
Assess risks to mitigate potential consequences of incidents and develop a plan to respond to incidents.
Assess risk levels associated with collective bargaining strategies.
Perform risk analyses so that appropriate countermeasures can be developed.
LO 2: To understand the basic analytical techniques of fundamental investment in stocks and bonds.
Present investment information, such as product risks, fees, or fund performance statistics.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Provide application or analytical support to researchers or traders on issues such as valuations or data.
Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
Explain stock market terms or trading practices to clients.
Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
LO 5: To learn the basics on derivatives used in hedging and speculations.
Explain stock market terms or trading practices to clients.
Devise trading, option, or hedge strategies.
Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
Formulate recommendations, policies, or plans to solve economic problems or to interpret markets.
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
Align, level, and anchor machinery.
Provide application or analytical support to researchers or traders on issues such as valuations or data.
Read blueprints, illustrations, or specifications to determine layouts, sequences of operations, or identities or relationships of parts.
Determine, or help determine, company policy, and explain complex technical matters to company executives, government officials, shareholders, policyholders, or the public.