10% off your order!
Enter the promo code below at checkout.
" 10OFF "
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:
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.
|Publication Date||August 17, 2020|
|Author||Stephan R. Leimberg, Esq., Tom Robinson, Ph.D., CFA, Robert R. Johnson, Ph.D., CFA, CAIA, Marvin Keene, Ph.D.|