TESTIMONIALS

The Tools & Techniques of Investment Planning presents all of the essential topics necessary to master a broad range of investment concepts in a comprehensive, well-ordered presentation. Beginning students should find the chapter breakdowns very helpful in acquainting them with the important concepts of risk and portfolio management. Advanced students will especially like the detailed illustrations, especially in the Chapter 32 discussion of time value concepts. For candidates in any Certified Financial Planner™ Program, the adjunct website material offers a CFP® Certification Examination Topic List Correlation Table that will be especially welcome. The textbook’s chapter and subheading titles closely parallel the CFP® Board’s list, facilitating the search for particular information on a specific investment concept. From beginning student to CFA® Charterholder, this latest edition to the T&T series should be a welcome edition to home reference libraries.”

Ken Mullin, CIMA®, CFP®
KJC Capital Management

Tools & Techniques of Investment Planning, 2nd edition

Product Details:
ISBN: 0-87218-689-X
Format: Paperback, 562pp
Pub. Date: 2006

List Price: $98.99
Student Price: $84.14 (Save 15%)
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Student Aids to Curriculum

The challenging topic of investment planning is tackled in a way that allows students to turn information into real-world intelligence. A host of formulas and numbers equip them better than any other book on the market to construct sound investment strategies. They will learn both the "why" and the "how" of investment planning as well as the latest on:

Asset pricing models
American depository receipts
Commodity and single stock futures
Modern portfolio theory
Hedging
And much more

AIDS TO CURRICULUM

2009 Correlation Table for Investment Planning	Word	PDF
Course Outline	Word	HTML
Course Synopsis	Word	HTML
Table of Contents	Word	HTML
Advanced PowerPoint Presentations	PPT

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Note: Academic support materials are not approved for use in filing state Continuing Education courses. Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours please click on the CE Course and E Learning link under Resources in the menu bar.

All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.