Introduction To Investment Planning Tools Techniques For Academics PDF Download

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Introduction to Investment Planning: Tools & Techniques for Academics

Introduction to Investment Planning: Tools & Techniques for Academics
Author: Stephan Leimberg
Publisher:
Total Pages: 432
Release: 2020-08-17
Genre:
ISBN: 9781949506495
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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.

The Tools & Techniques of Investment Planning, 3rd Edition

The Tools & Techniques of Investment Planning, 3rd Edition
Author: Stephan R. Leimberg
Publisher:
Total Pages: 0
Release: 2013-11-22
Genre: Investments
ISBN: 9781939829160
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The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

Introduction to Financial Models for Management and Planning

Introduction to Financial Models for Management and Planning
Author: James R. Morris
Publisher: CRC Press
Total Pages: 757
Release: 2009-04-14
Genre: Business & Economics
ISBN: 1420090550
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A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning enables professionals and students to learn how to develop and use computer-based models for financial planning. Providing critical tools for the financial toolbox, this volume shows how to use these tools to build successful models. Placing a strong emphasis on the structure of models, the book focuses on developing models that are consistent with the theory of finance and, at the same time, are practical and usable. The authors introduce powerful tools that are imperative to the financial management of the operating business. These include interactive cash budgets and pro forma financial statements that balance even under the most extreme assumptions, valuation techniques, forecasting techniques that range from simple averages to time series methods, Monte Carlo simulation, linear programming, and optimization. The tools of financial modeling can be used to solve the problems of planning the firm’s investment and financing decisions. These include evaluating capital projects, planning the financing mix for new investments, capital budgeting under capital constraints, optimal capital structure, cash budgeting, working capital management, mergers and acquisitions, and constructing efficient security portfolios. While the primary emphasis is on models related to corporate financial management, the book also introduces readers to a variety of models related to security markets, stock and bond investments, portfolio management, and options. This authoritative book supplies broad-based coverage and free access to @Risk software for Monte Carlo simulation, making it an indispensible text for professionals and students in financial management. Please contact customer service for access to the software if your copy of the book does not contain this information.

Introduction to Financial Models for Management and Planning

Introduction to Financial Models for Management and Planning
Author: James R. Morris
Publisher: CRC Press
Total Pages: 411
Release: 2017-05-30
Genre: Business & Economics
ISBN: 1498765068
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A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning, Second Edition enables professionals and students to learn how to develop and use computer-based models for financial planning. This volume provides critical tools for the financial toolbox, then shows how to use them tools to build successful models.

The Tools & Techniques of Investment Planning 4th Edition

The Tools & Techniques of Investment Planning 4th Edition
Author: Stephan R. Leimberg
Publisher:
Total Pages: 0
Release: 2017-07-14
Genre: Finance, Personal
ISBN: 9781945424441
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The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

The Tools and Techniques of Investment Planning, 4th Edition

The Tools and Techniques of Investment Planning, 4th Edition
Author: Stephan Leimberg
Publisher:
Total Pages: 656
Release: 2017-06-22
Genre:
ISBN: 9781945424144
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The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate. A broad range of investment products are covered, such as: fixed income investments; equities; derivatives; pooled investments; and alternative investments. This must-have resource includes: - Detailed descriptions of complex investment products and strategies - Easy-to-read explanations of how various investment products work and when they should, and should not, employed - Clear, thorough examples, which show exactly how various investment products and strategies generate income and gains in value, and how those gains can be incorporated into investment strategies to meet specific real-world goals - Comprehensive explanations of investment-related tax concepts, which help investors and planners devise tax-efficient strategies - Thoughtful, independent advice about the best products and strategies for a specific situation In addition to everything that made the prior editions so effective and popular, the latest edition includes: - A new chapter on the Net Investment Income Tax (NIIT), which describes what net investment income is (and is not), how the NIIT affects individual high-income taxpayers and owners of small businesses, and how it applies to the investment activities of trusts, estates and beneficiaries - Enhanced and clearly labeled examples, providing detailed information about real-world investment scenarios which help readers understand how investment performance is achieved and monitored - Mathematical equations used for investment performance monitoring. These equations are clearly explained, with numerous examples so readers can understand what certain investment benchmarks represent. And, 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 you can use to help your clients successfully navigate the complex course of investment planning and confidently meet their needs.