Course: Investment Analysis

1Definemarketand briefly discuss the characteristics of a good market.

2Define a primary and secondary market for securities and discuss how they differ. Discuss how the primary market is dependent on the secondary market.

3 Discuss how an individual's investment strategy may change as he or she goes through the accumulation, consolidation, spending, and gifting phases of life.

4 Identify the information that is necessary before a financial planner can assist a person in constructing an investment policy statement and outline why this information is important.