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Buyside
| Buyside |
| Pubbl/distr/stampa | Sonoma CA, : Buyside Ltd |
| Descrizione fisica | 1 online resource |
| Disciplina | 332 |
| Soggetto topico |
Investment analysis
Investment advisors - United States Investment advisors |
| Soggetto genere / forma | Periodicals. |
| Formato | Materiale a stampa  |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Buy side |
| Record Nr. | UNISA-996214018603316 |
| Sonoma CA, : Buyside Ltd | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Pubbl/distr/stampa | Friendswood, TX, : Total Recall Publications, 2008 |
| Descrizione fisica | 1 online resource (562 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-59095-950-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""List of Chapters""; ""Table of Contents""; ""Online Information:""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910452238703321 |
Vessey Jane
|
||
| Friendswood, TX, : Total Recall Publications, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Pubbl/distr/stampa | Friendswood, TX, : Total Recall Publications, 2008 |
| Descrizione fisica | 1 online resource (562 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| ISBN | 1-59095-950-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""List of Chapters""; ""Table of Contents""; ""Online Information:""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910781817803321 |
|
Vessey Jane
|
||
| Friendswood, TX, : Total Recall Publications, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2006 level I certification [[electronic resource] ] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Friendswood, TX, : Total Recall Publications, 2008 |
| Descrizione fisica | 1 online resource (562 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| ISBN | 1-59095-950-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""List of Chapters""; ""Table of Contents""; ""Online Information:""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910827148803321 |
|
Vessey Jane
|
||
| Friendswood, TX, : Total Recall Publications, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Pubbl/distr/stampa | Friendswood, TX, : TotalRecall, c2008 |
| Descrizione fisica | 1 online resource (542 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-59095-948-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""Online Information:""; ""List of Chapters""; ""Table of Contents""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred Taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement Analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Appendix A:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910452241003321 |
|
Vessey Jane
|
||
| Friendswood, TX, : TotalRecall, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Pubbl/distr/stampa | Friendswood, TX, : TotalRecall, c2008 |
| Descrizione fisica | 1 online resource (542 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| ISBN | 1-59095-948-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""Online Information:""; ""List of Chapters""; ""Table of Contents""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred Taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement Analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Appendix A:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910781820003321 |
|
Vessey Jane
|
||
| Friendswood, TX, : TotalRecall, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart
| CFA 2008 level I certification [[electronic resource] ] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / / Jane Vessey, M. Afdal Pamilih, David Stewart |
| Autore | Vessey Jane |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Friendswood, TX, : TotalRecall, c2008 |
| Descrizione fisica | 1 online resource (542 p.) |
| Altri autori (Persone) |
PamilihM. Afdal
StewartDavid |
| Collana |
ExamWise
The TotalRecall workbook certification series |
| Soggetto topico |
Financial planners
Investment advisors |
| ISBN | 1-59095-948-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""About the Book:""; ""Online Information:""; ""List of Chapters""; ""Table of Contents""; ""Study Session 01: Ethical and Professional Standards:""; ""Study session 02: Quantitative Methods: Basic Concepts""; ""Study Session 03: Quantitative Methods: Application""; ""Study Session 04: Economics: Microeconomic Analysis""; ""Study Session 05: Economics: Market Structure and Macroeconomic Analysis""; ""Study Session 06: Economics: Monetary and Fiscal Economics""; ""Study Session 07: Financial Statement Analysis: An Introduction""
""Study Session 08: Financial Statement Analysis: The Income Statement, Balance Sheet, and Cash Flow Statement""""Study Session 09: Financial Statement Analysis: Inventories, Long-Term Assets, Deferred Taxes, and On-and Off-Balance Sheet Debt""; ""Study Session 10: Financial Statement Analysis: Techniques, Applications, and International Standards Convergence""; ""Study Session 11: Corporate Finance:""; ""Study Session 12: Portfolio Management:""; ""Study Session 13: Equity Investments: Securities Markets""; ""Study Session 14: Equity Investments: Industry and Company Analysis"" ""Study Session 15: Fixed Income Investments: Basic Concepts""""Study Session 16: Fixed Income Investments: Analysis and Valuation""; ""Study Session 17: Derivative Investments:""; ""Study Session 18: Alternative Investments:""; ""Terminology:""; ""Appendix A:""; ""Download Instructions"" |
| Record Nr. | UNINA-9910819985603321 |
|
Vessey Jane
|
||
| Friendswood, TX, : TotalRecall, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910460755903321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910534155103321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc
| CFP Board financial planning competency handbook / / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (945 p.) |
| Disciplina | 32.024 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial planners
Investment advisors Finance, Personal Financial planning industry |
| ISBN |
1-119-64247-7
1-119-09498-4 1-119-09500-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CFP Board Financial Planning Competency Handbook; Contents; Acknowledgments; About the Book; Preface; Notes; About the Practice Questions; About the Contributors; Part One Introduction; Chapter 1 Theory and Practice; Part One; Chapter Introductions; Student-Centered Learning Objectives Based on CFP Board Principal Topics; In Class; Bloom's Taxonomy; Professional Practice Capabilities; In Practice; Part Two; Part Three; Notes; Chapter 2 Function, Purpose, and Regulation of Financial Institutions; Connections Diagram; Introduction; Learning Objective; Rationale; In Class
Professional Practice CapabilitiesIn Practice; Rebecca; Janie; Notes; Chapter 3 Financial Services Regulations and Requirements; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Shaylea; Jorge; Notes; Chapter 4 Consumer Protection Laws; Connections Diagram; Introduction; Learning Objective; Rationale; In Class; Professional Practice Capabilities; In Practice; Sarah; Wilma; Notes; Chapter 5 Fiduciary; Connections Diagram; Introduction; Learning Objective; In Class; Professional Practice Capabilities; In Practice AmandaChapter 6 Financial Planning Process; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Prospective Client; Kariga; Notes; Chapter 7 Financial Statements; Connections Diagram; Introduction; Learning Objectives; DuPont System; In Class; Professional Practice Capabilities; In Practice; Patricia; Notes; Chapter 8 Cash Flow Management; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Thomas; Joseph; Chapter 9 Financing Strategies; Connections Diagram IntroductionLearning Objectives; In Class; Professional Practice Capabilities; In Practice; Clarence and Robin; Stanley and Simone; Chapter 10 Economic Concepts; Connections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Pema; Notes; Chapter 11 Time Value of Money; Connections Diagram; Introduction; Ordinary Annuities and Annuities Due; Even and Uneven Cash Flows; Serial Payments; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Brad and Emily; Alba and Douglas; David; Note Chapter 12 Client and Planner Attitudes, Values, Biases, and Behavioral FinanceConnections Diagram; Introduction; Learning Objectives; In Class; Professional Practice Capabilities; In Practice; Myra; Myra's Learning Style; Notes; Chapter 13 Principles of Communication and Counseling; Connections Diagram; Introduction; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice; Haley; Mr. and Mrs. Jones; Notes; Chapter 14 Debt Management; Connections Diagram; Overview; Learning Objectives; Rationale; In Class; Professional Practice Capabilities; In Practice The Home Purchase Decision |
| Record Nr. | UNINA-9910813775303321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Soggetto topico
-
Investment advisors
(136)
- Financial planners (44)
- Hedge funds (29)
- Portfolio management (29)
- Finance, Personal (16)