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In Investment Planning, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients' investments consistent with their personal objectives and levels of risk tolerance.
This landmark book carefully explains the essential theory required to understand how financial markets work_and describes step by step how best to diversify and balance a portfolio of investments to reduce risk and increase expected returns.
Ranging from fixed-income securities, common and preferred stock, and mutual funds…to options, futures, derivatives, and other investment vehicles, Investment Planning cuts through the complexities of today's burgeoning financial landscape with clear, concise accounts of:
An excellent resource for preparing for the Certified Financial Planner (CFP) exam, this comprehensive reference also includes real-world case studies and listings of investment websites in each chapter_plus a broad array of at-a-glance charts and tables.
Authoritative and completely up-to-date, Investment Planning now offers professionals all the tools, techniques, and guidance they need to seize new opportunities in the financial marketplace and maximize returns on their clients' investments!
- Amazon Sales Rank: #984145 in Books
- Published on: 2006-06-12
- Original language: English
- Number of items: 1
- Dimensions: 11.20" h x 1.18" w x 8.90" l, 2.55 pounds
- Binding: Hardcover
- 450 pages
About the Author
Geoffrey A. Hirt is a professor of finance at DePaul University.
Stanley B. Block is a professor of finance at Texas Christian University.
Somnath Basu is an associate professor of finance at California Lutheran University.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Good Tools for Financial Planners
By Gesly Leveque
This book is very helpful to financial planner. It helps find the correct wording and help develop the communication skills necessary in this field.
0 of 3 people found the following review helpful.
By Ayelet O. Kindler
Needed the book for a CFP course, recommended price was $65-$70, got it for $15!!!Great condition, amazing price and speedy delivery!!!