UNO FINANCE 2302 - EXAM 1 INFORMATION

The exam will be approximately 30 questions. I will give you the six time value of money equations (you do not need to memorize them).  [Remember to bring a scantron form].  Questions will deal with concepts on the following terms.  You will not be asked simple definitions.  There will be approximately 9 calculation-oriented questions (time value, arithmetic mean, etc).

Setting of Investment Information:  Found in the "First Class Notes."  Understand them.
    Risk & Safety of Principal
    Current Income vs Capital Appreciation
    Liquidity Considerations
    Short Term vs Long Term
    Tax Factors
    Ease of Management

Time Value of Money (6 time value equations)
Arithmetic Mean
Geometric Mean
Variance
Standard Deviation

Mutual Funds:
    Load, No Load, Front-end Load, Back-end Load
    Dollar Cost Averaging
    Net Asset Value (NAV):  Know the calculation.
    Open-end, Closed-end
    Prospectus
    Sector Funds
    Index Funds
    Morningstar
    Lipper Analytical Services