Learning Objectives & Matches
LO 2: Calculate and interpret the return on an investment
Develop implementation plans that include analyses such as cost-benefit or return on investment (ROI).
Interpret results of financial analysis procedures.
Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
Evaluate the financial aspects of product development, such as budgets, expenditures, research and development appropriations, or return-on-investment and profit-loss projections.
Present investment information, such as product risks, fees, or fund performance statistics.
Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
Forecast the value of property.
Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Meet with investors to determine investment goals or to discuss investment strategies.
Manage investment funds to maximize return on client investments.
LO 3: Discuss the historical risks of various types of investments
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.
Develop or implement fund investment policies or strategies.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Provide expertise to help financial institutions manage risks and maximize returns associated with investment products or credit offerings.
Collect stakeholder data to evaluate risk and to develop mitigation strategies.
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
LO 4: Calculate and interpret expected returns, variance and standard deviation
Interpret results of financial analysis procedures.
Analyze experimental data and interpret results to write reports and summaries of findings.
Compile and interpret results of tests and analyses.
Report results of statistical analyses, including information in the form of graphs, charts, and tables.
Evaluate the statistical methods and procedures used to obtain data to ensure validity, applicability, efficiency, and accuracy.
Interpret or evaluate test results in accordance with applicable codes, standards, specifications, or procedures.
Code, evaluate, or interpret collected study data.
Read and analyze charts, work orders, production schedules, and other records and reports to determine production requirements and to evaluate current production estimates and outputs.
Prepare tables, graphs, fact sheets, and written reports summarizing research results.
Prepare library statistics reports.
LO 5: Appreciate the impact of diversification
Adapt other designers' ideas for the mass market.
Supervise or train other divers, including hobby divers.
Consolidate loads with a common destination to reduce costs to individual shippers.
Distribute cargo to maximize use of space.
Identify and analyze industry or geographic trends with business strategy implications.
Manage credit and help price corporate security offerings.
Develop prospect lists.
Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
LO 6: Understand systematic and unsystematic risk
Perform risk analyses so that appropriate countermeasures can be developed.
Decline excessive risks.
Conduct quantitative risk assessments for human health, environmental, or other risks.
Perform risk assessments to develop response strategies.
Evaluate the effectiveness of prescribed risk reduction measures or other interventions.
Assess risks to mitigate potential consequences of incidents and develop a plan to respond to incidents.
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.
Plan security for special and high-risk events.
Identify groups at risk for specific preventable diseases or injuries.
Recommend interventions to modify behavior associated with health risks.
LO 9: Describe the risk return trade-off
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.
Decline excessive risks.
Perform risk assessments to develop response strategies.
Evaluate possibility of losses due to catastrophe or excessive insurance.
Assess risk levels associated with collective bargaining strategies.
Present investment information, such as product risks, fees, or fund performance statistics.
Identify potential for loss and develop strategies to eliminate it.
Coordinate recall or market withdrawal activities as necessary.
Devise debt liquidation plans that include payoff priorities and timelines.
Perform risk analyses so that appropriate countermeasures can be developed.
LO 21: Define dividend types and dividend payment procedures
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Devise debt liquidation plans that include payoff priorities and timelines.
Compute payment schedules.
Determine equitable basis for distributing surplus earnings under participating insurance and annuity contracts in mutual companies.
Establish goals for soliciting funds, develop policies for collection and safeguarding of contributions, and coordinate disbursement of funds.
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Determine allocations of funds for staff, supplies, materials, and equipment and authorize purchases.
Determine allocations of funds for staff, supplies, materials, and equipment, and authorize purchases.
Receive payment by cash, check, credit cards, vouchers, or automatic debits.
LO 22: Explain the issues surrounding dividend policy decisions
Devise debt liquidation plans that include payoff priorities and timelines.
Develop or implement fund investment policies or strategies.
Explain economic impact of policies to the public.
Determine equitable basis for distributing surplus earnings under participating insurance and annuity contracts in mutual companies.
Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
Determine, or help determine, company policy, and explain complex technical matters to company executives, government officials, shareholders, policyholders, or the public.
Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
Manage credit and help price corporate security offerings.
Advise management on short-term and long-term financial objectives, policies, and actions.
Confer with company officials about financial and regulatory matters.
LO 23: Describe the difference between cash and stock dividends
Inventory stock and requisition new stock.
Balance cash receipts.
Explain stock market terms or trading practices to clients.
Inventory stock to ensure that supplies and equipment are available in adequate amounts.
Inventory stock to determine types or conditions of available costuming.
Order stock, and price and shelve incoming goods.
Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
LO 25: Define initial public offerings and some of the costs of going public
Prepare budgets, bids, or contracts.
Manage credit and help price corporate security offerings.
Establish spa budgets and financial goals.
Write proposals to secure external funding or to partner with other companies.
Develop or implement fund investment policies or strategies.
Prepare proposals, quotes, contracts, or presentations for potential solar customers.
Prepare budgets and submit estimates for program costs as part of campaign plan development.
Compile lists describing product or service offerings.
Address public audiences to explain program objectives and to elicit support.
Stock or distribute resources, such as samples or promotional or educational materials.