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Investment planning for financial proffessionals
Written by three leading investment management experts, this essential planning tool examines risk analysis, risk reduction through diversification, expected returns of various investments, the nature of securities markets and investment companies, and other vital topics. Youll find valuable portfolio-building material on stocks, mutual funds, annuities, insurance, options, futures, derivatives, and much more.
1. A lucid analysis of the principles of sound investments and their application to financial planning
2. Complete coverage of the 18 investment planning topics established by the Certified Financial Planner (CFP) Board-ideal preparation for the CFP exam
3. Investing in the Real World-in-depth case studies on important aspects of investing presented in each chapter
4. Exploring the Web-new Web sites with investment planning guidance listed in each chapter
Designed to help you get outstanding results for your clients, Investment Planning for Financial
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