Fundamentals of Investments for Financial Planning
Title | Fundamentals of Investments for Financial Planning PDF eBook |
Author | Walter J. Woerheide |
Publisher | |
Pages | 922 |
Release | 2011-01-01 |
Genre | Saving and investment |
ISBN | 9781582930398 |
This publication covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing, as well as of issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client's portfolio.
Fundamentals of Investments for Financial Planning, Seventh Edition
Title | Fundamentals of Investments for Financial Planning, Seventh Edition PDF eBook |
Author | Walter J. Woerheide |
Publisher | |
Pages | 798 |
Release | 2013-07-01 |
Genre | Investments |
ISBN | 9781582931258 |
Fundamentals of Investments for Financial Planning
Title | Fundamentals of Investments for Financial Planning PDF eBook |
Author | David Mark Cordell |
Publisher | |
Pages | 696 |
Release | 2003 |
Genre | Business & Economics |
ISBN | 9781579960766 |
Fundamentals of Investments for Financial Planning
Title | Fundamentals of Investments for Financial Planning PDF eBook |
Author | Robert S. Graber |
Publisher | Amer College |
Pages | 563 |
Release | 2002 |
Genre | Business & Economics |
ISBN | 9781579960506 |
Fundamentals of Financial Planning
Title | Fundamentals of Financial Planning PDF eBook |
Author | Michael A. Dalton |
Publisher | |
Pages | 776 |
Release | 2011 |
Genre | Finance, Personal |
ISBN | 9781936602032 |
Fundamentals of Investments for Financial Planning
Title | Fundamentals of Investments for Financial Planning PDF eBook |
Author | Walt Woerheide |
Publisher | |
Pages | 800 |
Release | 2006-10 |
Genre | |
ISBN | 9781932819335 |
Fundamentals of Investment
Title | Fundamentals of Investment PDF eBook |
Author | Brian O'Loughlin |
Publisher | Routledge |
Pages | 436 |
Release | 2019-05-20 |
Genre | Business & Economics |
ISBN | 1351667572 |
Post the Financial Crash, the role of regulation and the impact of regulation on all aspects of the financial industry has broadened and intensified. This book offers a comprehensive review of the operations of the industry post-financial crisis from a variety of perspectives. This new edition builds upon the authors’ predecessor book, Fundamentals of Investment: An Irish Perspective. The core of the original text is retained particularly concerning fundamental concepts such as discounted cash flow valuation techniques. Changes in this new text are driven by two important factors. First, the long shadow of the Global Financial Crisis and the ensuing Great Recession continues to impact economies and financial markets. Second, the new text adopts a more international perspective with a focus on the UK and Ireland. The authors present the reader with a clear linkage between investment theory and concepts (the ‘fundamentals’) and the practical application of these concepts to the financial planning and advisory process. This practical perspective is driven by the decades-long fund management and stockbroking experience of the authors. Investment knowledge is a core competence required by large numbers of organisations and individuals in the financial services industry. This new edition will be an invaluable resource for financial advisers, financial planners and those engaged in advisory and/or support functions across the investment industry. Those taking investment modules in third-level educational institutes will find this book to be a useful complement to the more academically focused textbooks.