FIA Operations
FIA Internal Website
Jeff's Presentation Training
FIA Portfolios
Portfolio Analysis
100
Sharefile
The encripted tool used to submit FIA applications
100
fiwealth.com
What is the web address for the FIA internal website
100
Green Bay Packers
Jeff's favorite football team
100
Algorithm
What Cabana developed to help them manage their portfolios
100
Beta
What is a common measure for Risk
200
TIPMA Application
What is the TD Ameritrade application
200
Products Tab
Where I Find....fact pages, product knowledge
200
Yellow Pad
What Jeff uses in his client presentations
200
A Put
What Frontier purchased in their equity portfolios in 2016
200
FIA's Risk Tolerance Questionnaire
What you forward to Murray if you want a recommendation
300
Autopos
What is FIA's Online application tool
300
At Conclusion of 2nd Meeting
Jeff closes and does paperwork to move all assets to TD Ameritrade
300
Rules Based Common Stock Portfolio
What is Athena?
300
Drawdown
What is the peak to trough move in the markets
400
FIA's Part 2 A & B
Must be given or emailed to each AUM client
400
Standard Deviation
What is a measure of Volatility
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