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Introduction to Investment Planning: Tools & Techniques for Academics

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Prepare students of all levels for the world of investment planning and the SIE exam with a comprehensive introduction to key investment planning concepts and theories.

Introduction to Investment Planning: Tools & Techniques for Academics provides key insights on the theory and practice of investment planning for today’s ever-changing academic environment.

In addition to focusing on the basics of investment transactions, this title is structured around the concepts and practices that students are most likely to encounter while taking FINRA’s SIE exam. Students will learn about the different types of investment assets, how securities transactions are implemented, and what role advisors play in recommending and executing investment strategies for real-world clients. 

Written by experts in this field, this resource:

  • Provides a comprehensive introduction to the concepts of investment planning for students at all levels
  • Complies with CFP Investment Planning course requirements
  • Is designed to help students prepare for the FINRA SIE exam
  • Provides introductory level explanations to help students understand broad concepts without being overwhelmed by technical information

Topics Covered: 

  • Overview of capital markets and asset classes
  • Tools for understanding and measuring investment risk and return
  • Portfolio management and investment strategies
  • Investment company operations
  • Fixed income and equity securities
  • Options and hedging
  • Alternative investments
  • Quantitative calculations, such as present and future values, tax exempt equivalents, and lump sum requirements
  • And More! See the “Table of Contents” section for a full list of topics

As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples students can use to help successfully navigate the complex course of investment planning.

Additional Information
SKU 2460000
Publication Date August 17, 2020
ISBN 978-1-949506-49-5
Page Count 432
Author Stephan R. Leimberg, Esq., Tom Robinson, Ph.D., CFA, Robert R. Johnson, Ph.D., CFA, CAIA, Marvin Keene, Ph.D.
Edition 1st
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