Investment Planning for Financial Professionals

Geoffrey A. Hirt, Stanley B. Block, Somna Basu

450 pages, parution le 29/06/2006

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Résumé

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:

Types and uses of investment vehicles
Types of investment risk
Measures of investment risk
Measures of investment returns
Time-influenced security valuation concepts
Bond and stock valuation methods
Portfolio management and measurement concepts
Formula investing
Investment strategies
Asset allocation and diversification
EMT
Asset pricing models
Leverage of investment assets
Hedging and option strategies
Tax efficient investing
Investment strategies in tax-advantaged accounts
Taxation of investment vehicles

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!

L'auteur - Geoffrey A. Hirt

Geoffrey A. Hirt, C.F.A. is a full professor of finance at DePaul University.

L'auteur - Stanley B. Block

Stanley B. Block teaches financial management and investments at Texas Christian University.

Sommaire

Investment Planning and the Financial Planning Process
Securities Markets
Overview of Financial Instruments
The Time Value of Money
Investment Return and Risk
Portfolio Management
Modern Portfolio Theory
Asset Allocation and Diversification
Asset Pricing Models
Fundamental Analysis
Equity Valuation
BondValuation
Mutual Funds
Derivative Instruments and Markets
Trading Strategies Using Derivatives
Taxation and Tax Strategies

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Caractéristiques techniques

	PAPIER
Éditeur(s)	Mc Graw Hill
Auteur(s)	Geoffrey A. Hirt, Stanley B. Block, Somna Basu
Parution	29/06/2006
Nb. de pages	450
Format	22 x 28
Couverture	Relié
Poids	1160g
Intérieur	Noir et Blanc
EAN13	9780071437219
ISBN13	978-0-07-143721-9