Help - CE quizzes and MyCE competency areas

TOPICS

- CE Quiz Instructions
- What do the CE competency area abbreviations mean?

CE QUIZ INSTRUCTIONS

1. Watch the presentation(s)/video(s) and/or read the paper(s).
2. Complete each question in the CE Quiz.
3. At the end of the CE Quiz, click the Submit button and scroll back to the top of the CE Quiz.
4. Check to make sure you can see the message “Thanks for completing the quiz”. If so, you’ve completed the quiz successfully and your CE accreditation will be available in MyCE. If not, look for red X marks by questions - these show incorrect answers. Rethink your answer and reclick Submit. Repeat step 3 until you see the message.

Please note: A CE Quiz can’t be started and then “saved” to return to later. If you leave the page without completing the CE Quiz successfully, you won’t receive CE accreditation.

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WHAT DO THE CE COMPETENCY AREA ABBREVIATIONS MEAN?

ASIC

Der = Derivatives
Ethics = Ethics
Forex = Foreign Exchange
FP = Financial Planning
GK = Generic Knowledge
INS = Insurance
Mdg Inv = Managed Investments
Sec = Securities
Skills = Skills
Super = Superannuation

CIMA^®

Fundl (AF&E) = Fundamentals (Applied Finance and Economics)
Fundl (GCM) = Fundamentals (Global Capital Markets)
Fundl (St&M) = Fundamentals (Statistics and Methods)
Inv (Alt) = Investments (Alternative Investments)
Inv (Eq) = Investments (Equity)
Inv (FI) = Investments (Fixed Income)
Inv (Opt/Fut) = Investments (Options, Futures and Other Derivatives)
Inv (RA) = Investments (Real Assets)
Inv (Veh) = Investments (Vehicles)
Port&BF (BFin) = Portfolio Theory and Behavioural Finance (Behavioural Finance Theory)
Port&BF (IP&S) = Portfolio Theory and Behavioural Finance (Investment Philosophies and Styles)
Port&BF (P&M) = Portfolio Theory and Behavioural Finance (Portfolio Theories and Models)
Port&BF (T&S) = Portfolio Theory and Behavioural Finance (Tools and Strategies)
PortC&C (ClDisc) = Portfolio Construction and Consulting Process (Client Discovery)
PortC&C (Ethics) = Portfolio Construction and Consulting Process (Ethics)
PortC&C (InvP) = Portfolio Construction and Consulting Process (Investment Policy)
PortC&C (MSS) = Portfolio Construction and Consulting Process (Manager Search and Selection)
PortC&C (PortC) = Portfolio Construction and Consulting Process (Portfolio Construction)
PortC&C (PortR) = Portfolio Construction and Consulting Process (Portfolio Review)
PortC&C (Reg) = Portfolio Construction and Consulting Process (Regulation)
PortC&C (Tax) = Portfolio Construction and Consulting Process (Tax)
RiskRtn (Attr) = Risk and Return (Attributes of Risk)
RiskRtn (PM&A) = Risk and Return (Performance Measurement and Attribution)
RiskRtn (RiskM) = Risk and Return (Risk Measurements)

Financial Advice Association of Australia (FAAA)

CC&P = Client Care and Practice
Gen = General
Pro&Eth = Professionalism and Ethics
RegC&CP = Regulatory Compliance and Consumer Protection
TechC = Technical Competence

Legislated (AU)

CC&P = Client Care and Practice
Gen = General
Pro&Eth = Professionalism and Ethics
RegC&CP = Regulatory Compliance and Consumer Protection
TechC = Technical Competence