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The Tools & Techniques of Investment Planning - 2nd Edition
Stephan R. Leimberg
Robert J. Doyle, Jr.
Robert T. LeClair
Thomas R. Robinson

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

List Price: $94.95
Student Price: $80.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
 Click the "Apply Coupon" button upon checkout to receive your discount.

 

Available Materials

Advanced Powerpoint Presentation - Prepared by Vijay Guyah, Tom Robinson and Rosanna Bermejo, University of Miami

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

RECOMMENDED SUPPLEMENTAL READING:

 2007 Tax Facts on Insurance & Employee Benefits
2007 Tax Facts on Investments
The Annuity Advisor
The Annuity Handbook, 4th Edition
The Variable Annuity Handbook, 2nd Edition
Tax Facts Ultimate IRA Resource
Take It to the Next Level: Life Insurance Solutions for Business & Investment Planning

 
 
 
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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 above.
 
© Copyright 2006 The National Underwriter Company. 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) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.