Investment Planning (GENERAL FINANCE & INVESTING) - Hardcover

Hirt, Geoffrey A.; Block, Stanley B.; Basu, Somnath

Hardcover

ISBN 10: 0071437215 ISBN 13: 9780071437219

Publisher: McGraw Hill, 2006

Synopsis

In Investment Planning, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients' investments consistent with their personal objectives and levels of risk tolerance.

This landmark book carefully explains the essential theory required to understand how financial markets work_and describes step by step how best to diversify and balance a portfolio of investments to reduce risk and increase expected returns.

Ranging from fixed-income securities, common and preferred stock, and mutual funds...to options, futures, derivatives, and other investment vehicles, Investment Planning cuts through the complexities of today's burgeoning financial landscape with clear, concise accounts of:

Types and uses of investment vehicles

Types of investment risk

Measures of investment risk

Measures of investment returns

Time-influenced security valuation concepts

Bond and stock valuation methods

Portfolio management and measurement concepts

Formula investing

Investment strategies

Asset allocation and diversification

EMT

Asset pricing models

Leverage of investment assets

Hedging and option strategies

Tax efficient investing

Investment strategies in tax-advantaged accounts

Taxation of investment vehicles

An excellent resource for preparing for the Certified Financial Planner (CFP) exam, this comprehensive reference also includes real-world case studies and listings of investment websites in each chapter_plus a broad array of at-a-glance charts and tables.

Authoritative and completely up-to-date, Investment Planning now offers professionals all the tools, techniques, and guidance they need to seize new opportunities in the financial marketplace and maximize returns on their clients' investments!

About this title

About the Author:

Geoffrey A. Hirt is currently Professor of Finance at DePaul University and Director of Equity Research at Mesirow Financial. He received his PhD in Finance from the University of Illinois at Champaign-Urbana, his MBA from Miami University of Ohio and his BA from Ohio-Wesleyan University. Geoff has directed the Chartered Financial Analysts Study program for the Investment Analysts Society of Chicago since 1987. From 1987 to 1997 he was Chairman of the Finance Department at DePaul University and taught investments, corporate finance, and strategic planning. He developed and was director of DePaul's MBA program in Hong Kong and has taught in Poland, Germany, Thailand, and Hong Kong. Geoff has published several books. The sixth edition of Fundamentals of Investment Management was released in July 1998 and is published by Irwin/McGraw-Hill. Additionally, Geoff is well known for his book Fundamentals of Financial Management published by Irwin/McGraw-Hill. Now in its eighth edition, this book is used at over 600 colleges and universities worldwide, and it has been translated into Chinese, Japanese, and Spanish. Geoff plays tennis and golf, is a music lover, and enjoys travelling with his wife, Linda.

Synopsis:

"Investment Planning for Financial Professionals" provides the latest practical techniques to help you improve your clients' overall performance. Newly accurate evaluative methods are explored for equities, fixed-income securities, derivatives, and other investment vehicles.

About this edition

• Publisher: McGraw Hill
• Publication date: 2006
• ISBN 10: 0071437215
• ISBN 13: 9780071437219
• Binding: Hardcover
• Number of pages: 450