Tools & Techniques of Investment Planning, 2nd Edition

Discover investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Written in every-day language and presented in topic-specific sections—Tools & Techniques of Investment Planning eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title’s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas—including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives.

Draws together the important topical concepts and investment instruments of:

• Fundamental & technical analysis
• Commodity & single-stock futures
• Corporate & municipal bonds
• Government & asset-based securities
• Exchange-traded & mutual funds
• Direct & indirect real estate holdings
• Hedging & option strategies
• Investment risk
• Modern portfolio theory
• Performance measurement
• Assest pricing models
• Portfolio construction
• Formula investing
• Equity holdings in stocks

Newly Revised 2nd Edition of Tools & Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools & Techniques of Investment Planning will be invaluable in increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations.