CSI IMT Exam 2 guide to equity securities, with case-focused lessons, decision rules, and review priorities.
This IMT Exam 2 topic covers equity securities, a 14% share of the case-based CSI IMT Exam 2 weighting. Use this chapter group to turn the curriculum into a case-reading checklist rather than a memory-only outline.
Read the lessons in order, then review them again with one question in mind: which fact in the case would make this concept the controlling issue?
Expect the case to mix client facts, technical analysis, product features, and next-step choices. The stronger answer usually protects the IPS first, then applies the security, allocation, product, tax, risk, or monitoring concept that best fits the stated facts.
Study analysis of equity securities i: economic and industry analysis for CSI IMT Exam 2 with learning objectives, case focus, decision rules, and review checkpoints.
Study analysis of equity securities ii: company analysis and valuation for CSI IMT Exam 2 with learning objectives, case focus, decision rules, and review checkpoints.