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

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

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

Pubbl/distr/stampa	London : , : Centaur Holdings
Descrizione fisica	1 online resource
Disciplina	331.2550941
Soggetto topico	Employee fringe benefits - Great Britain Financial planners - Great Britain Investment advisors - Great Britain Avantages sociaux - Grande-Bretagne Planificateurs financiers - Grande-Bretagne Conseillers en placements - Grande-Bretagne Employee fringe benefits Financial planners Investment advisors
Soggetto genere / forma	Periodicals.
Formato	Materiale a stampa
Livello bibliografico	Periodico
Lingua di pubblicazione	eng
Record Nr.	UNINA-9910679253003321