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Biblioteca

MARC Lista (tabellare)
The Automatic Millionaire, Expanded and Updated : A Powerful One-Step Plan to Live and Finish Rich
The Automatic Millionaire, Expanded and Updated : A Powerful One-Step Plan to Live and Finish Rich
Autore Bach David
Pubbl/distr/stampa Westminster : , : Crown/Archetype, , 2016
Descrizione fisica 1 online resource (170 pages)
Disciplina 332.024/01
Soggetto topico Finance, Personal
ISBN 0-451-49909-3
Classificazione BUS050000BUS046000BUS050030
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910154291803321
Bach David  
Westminster : , : Crown/Archetype, , 2016
Materiale a stampa
Lo trovi qui: Univ. Federico II
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Balanced asset allocation : how to profit in any economic climate / / Alex Shahidi ; foreword by Bill Lee
Balanced asset allocation : how to profit in any economic climate / / Alex Shahidi ; foreword by Bill Lee
Autore Shahidi Alex
Edizione [1st edition]
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2015
Descrizione fisica 1 online resource (226 pages) : illustrations (some color), tables, graphs
Disciplina 332.6
Collana Wiley Finance Series
Soggetto topico Finance, Personal
Investments
Portfolio management
ISBN 1-118-71217-X
1-118-71194-7
1-118-83530-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Machine generated contents note: Acknowledgments About the Author Introduction Chapter One - The Economic Machine: Why Being Balanced is So Important Today Chapter Two - Your Portfolio is NOT Well-Balanced Chapter Three - The Fundamental Drivers of Asset Class Returns Chapter Four - Viewing Stocks through a Balanced Portfolio Lens Chapter Five - The High Value of Low Yielding Treasuries within the Balanced Portfolio Framework Chapter Six - Why TIPS are Critical to Maintaining Balance (Despite its Low Yield) Chapter Seven - Owning Commodities in a Balanced Portfolio Chapter Eight - Even More Balance: Introduction to Other Asset Classes Chapter Nine - How to Build a Balanced Portfolio: Conceptual Framework Chapter Ten - How to Build a Balanced Portfolio: Step-By-Step Process Chapter Eleven - The Balanced Portfolio: Historical Returns Chapter Twelve - Implementation Strategies: Putting Theory into Practice Chapter Thirteen - Conclusion Index .
Record Nr. UNINA-9910208946003321
Shahidi Alex  
Hoboken, New Jersey : , : Wiley, , 2015
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Balanced asset allocation : how to profit in any economic climate / / Alex Shahidi ; foreword by Bill Lee
Balanced asset allocation : how to profit in any economic climate / / Alex Shahidi ; foreword by Bill Lee
Autore Shahidi Alex
Edizione [1st edition]
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2015
Descrizione fisica 1 online resource (226 pages) : illustrations (some color), tables, graphs
Disciplina 332.6
Collana Wiley Finance Series
Soggetto topico Finance, Personal
Investments
Portfolio management
ISBN 1-118-71217-X
1-118-71194-7
1-118-83530-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Machine generated contents note: Acknowledgments About the Author Introduction Chapter One - The Economic Machine: Why Being Balanced is So Important Today Chapter Two - Your Portfolio is NOT Well-Balanced Chapter Three - The Fundamental Drivers of Asset Class Returns Chapter Four - Viewing Stocks through a Balanced Portfolio Lens Chapter Five - The High Value of Low Yielding Treasuries within the Balanced Portfolio Framework Chapter Six - Why TIPS are Critical to Maintaining Balance (Despite its Low Yield) Chapter Seven - Owning Commodities in a Balanced Portfolio Chapter Eight - Even More Balance: Introduction to Other Asset Classes Chapter Nine - How to Build a Balanced Portfolio: Conceptual Framework Chapter Ten - How to Build a Balanced Portfolio: Step-By-Step Process Chapter Eleven - The Balanced Portfolio: Historical Returns Chapter Twelve - Implementation Strategies: Putting Theory into Practice Chapter Thirteen - Conclusion Index .
Record Nr. UNINA-9910826470303321
Shahidi Alex  
Hoboken, New Jersey : , : Wiley, , 2015
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
Autore Bierman Harold
Pubbl/distr/stampa Hackensack, N.J., : World Scientific, c2007
Descrizione fisica 1 online resource (231 p.)
Disciplina 332.024/01
Soggetto topico Investments
Finance, Personal
Soggetto genere / forma Electronic books.
ISBN 1-281-12148-7
9786611121488
981-270-674-7
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Preface; An Explanation of the Book Title; Acknowledgments; Contents; Chapter 1. Three Basic Rules; Three Basic Rules; Three Real Life Stories; What are Our Objectives?; Some Basic Assumptions; A Fable; Summary; Questions; Part I: DIVERSIFY; Chapter 2. The Expected Return; Chapter 3. Securities are a Fair Gamble; Chapter 4. Types of Financial Securities; Chapter 5. Investment Tips versus an Efficient Random Walk; Chapter 6. Analysis for Buying a Stock; Part II: TAX CONSIDERATIONS; Chapter 7. Stocks versus Bonds; Chapter 8. Taxed and Tax Deferral Accounts
Chapter 9. Dividends versus Share RepurchasePart III: MARKET TIMING; Chapter 10. The Stock Market Level; Chapter 11. The Stock Market is Too High or Is It?; Chapter 12. Ten Subordinate Rules and Other Suggestions; Solutions to End of Chapter Questions; Solutions: Chapter 1; Solutions: Chapter 2; Solutions: Chapter 3; Solutions: Chapter 4; Solutions: Chapter 5; Solutions: Chapter 6; Solutions: Chapter 7; Solutions: Chapter 8; Solutions: Chapter 9; Solutions: Chapter 10; Solutions: Chapter 11; Solutions: Chapter 12; Glossary
Record Nr. UNINA-9910450683003321
Bierman Harold  
Hackensack, N.J., : World Scientific, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
Autore Bierman Harold
Pubbl/distr/stampa Hackensack, N.J., : World Scientific, c2007
Descrizione fisica 1 online resource (231 p.)
Disciplina 332.024/01
Soggetto topico Investments
Finance, Personal
ISBN 1-281-12148-7
9786611121488
981-270-674-7
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Preface; An Explanation of the Book Title; Acknowledgments; Contents; Chapter 1. Three Basic Rules; Three Basic Rules; Three Real Life Stories; What are Our Objectives?; Some Basic Assumptions; A Fable; Summary; Questions; Part I: DIVERSIFY; Chapter 2. The Expected Return; Chapter 3. Securities are a Fair Gamble; Chapter 4. Types of Financial Securities; Chapter 5. Investment Tips versus an Efficient Random Walk; Chapter 6. Analysis for Buying a Stock; Part II: TAX CONSIDERATIONS; Chapter 7. Stocks versus Bonds; Chapter 8. Taxed and Tax Deferral Accounts
Chapter 9. Dividends versus Share RepurchasePart III: MARKET TIMING; Chapter 10. The Stock Market Level; Chapter 11. The Stock Market is Too High or Is It?; Chapter 12. Ten Subordinate Rules and Other Suggestions; Solutions to End of Chapter Questions; Solutions: Chapter 1; Solutions: Chapter 2; Solutions: Chapter 3; Solutions: Chapter 4; Solutions: Chapter 5; Solutions: Chapter 6; Solutions: Chapter 7; Solutions: Chapter 8; Solutions: Chapter 9; Solutions: Chapter 10; Solutions: Chapter 11; Solutions: Chapter 12; Glossary
Record Nr. UNINA-9910784041703321
Bierman Harold  
Hackensack, N.J., : World Scientific, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
The bare essentials of investing [[electronic resource] ] : teaching the horse to talk / / Harold Bierman, Jr
Autore Bierman Harold
Pubbl/distr/stampa Hackensack, N.J., : World Scientific, c2007
Descrizione fisica 1 online resource (231 p.)
Disciplina 332.024/01
Soggetto topico Investments
Finance, Personal
ISBN 1-281-12148-7
9786611121488
981-270-674-7
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Preface; An Explanation of the Book Title; Acknowledgments; Contents; Chapter 1. Three Basic Rules; Three Basic Rules; Three Real Life Stories; What are Our Objectives?; Some Basic Assumptions; A Fable; Summary; Questions; Part I: DIVERSIFY; Chapter 2. The Expected Return; Chapter 3. Securities are a Fair Gamble; Chapter 4. Types of Financial Securities; Chapter 5. Investment Tips versus an Efficient Random Walk; Chapter 6. Analysis for Buying a Stock; Part II: TAX CONSIDERATIONS; Chapter 7. Stocks versus Bonds; Chapter 8. Taxed and Tax Deferral Accounts
Chapter 9. Dividends versus Share RepurchasePart III: MARKET TIMING; Chapter 10. The Stock Market Level; Chapter 11. The Stock Market is Too High or Is It?; Chapter 12. Ten Subordinate Rules and Other Suggestions; Solutions to End of Chapter Questions; Solutions: Chapter 1; Solutions: Chapter 2; Solutions: Chapter 3; Solutions: Chapter 4; Solutions: Chapter 5; Solutions: Chapter 6; Solutions: Chapter 7; Solutions: Chapter 8; Solutions: Chapter 9; Solutions: Chapter 10; Solutions: Chapter 11; Solutions: Chapter 12; Glossary
Record Nr. UNINA-9910822019703321
Bierman Harold  
Hackensack, N.J., : World Scientific, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Beginning investing / / by Danielle L. Schultz
Beginning investing / / by Danielle L. Schultz
Autore Schultz Danielle L.
Edizione [First American edition.]
Pubbl/distr/stampa Indianapolis, Indiana : , : Alpha, a member of Penguin Random House LLC, , [2016]
Descrizione fisica 1 online resource (1 volume) : illustrations
Disciplina 332.67/8
Collana Idiot's guides : as easy as it gets
Soggetto topico Investments
Finance, Personal
ISBN 1-4654-5033-5
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Intro -- Contents -- Part 1: Laying Your Investing Foundation 1 -- 1 How Much Can You Invest? 3 -- What Can You Invest? 4 -- Establishing Your Emergency Fund 4 -- Paying Off Debt 5 -- A Word on Mortgages 6 -- Methods for Paying Off Debt 7 -- Assessing Your Spending Needs 7 -- Looking at the Percentages 8 -- Identifying Your Fixed Expenses 8 -- Ways to Cut Fixed Expenses 9 -- Reduce Your Housing Costs 9 -- Request New Insurance Quotes 10 -- Other Money-Saving Tips 10 -- Planning for Irregular Expenses 11 -- Building Your Savings 11 -- Your Workplace Retirement Plan 11 -- IRAs and SEP-IRAs 12 -- Goal-Based Savings Accounts 12 -- Identifying Your Discretionary Expenses 12 -- 2 Defining Your Investment Goals 15 -- Getting by Versus Getting Ahead 16 -- What Types of Investments Interest You? 16 -- What Are Your Short- and Medium-Term Goals? 17 -- Determining What You Need 17 -- Changing Careers or Starting a Business 18 -- Where to Put Your Money 18 -- What Are Your Long-Term Goals? 19 -- Amassing Enough to Retire 19 -- Achieving a Specific Net Worth 20 -- Having Enough to Leave an Inheritance 20 -- What Is Your Definition of Wealthy? 21 -- 3 Assessing Your Timeline 25 -- Investing in Your 20s 26 -- Invest in Yourself 26 -- Delay Consumption 27 -- Invest in Your Employer's Retirement Plan 28 -- Invest in Addition to Your Retirement Plan 29 -- Investing in Your 30s and 40s 29 -- Investing in Your 50s and 60s 30 -- Plotting a Time Schedule for Your Unique Goals 30 -- Planning for College Costs 31 -- Retirement Planning with a Sudden Windfall 32 -- Retirement Planning with a Guaranteed Income Supplement 32 -- Long-Term Investing for a Young Worker 33 -- Setting Goals, Meeting Deadlines, Adapting a Plan 33 -- 4 How Much Risk Can You Take? 35 -- Types of Risk 36 -- Investment-Related Risk 36 -- Lost Opportunity Cost 37 -- Inflation Risk 37.
Market (Systemic or Systematic) Risk 38 -- Business Risk 38 -- Political Risk 38 -- Interest Rate Risk 39 -- Ways to Measure Your Personal Risk Tolerance 39 -- Choosing an Investment Mix to Match Your Risk Tolerance 41 -- Stocks, Risk, and You 41 -- Bonds 42 -- Mutual Funds 43 -- Target Date, Balanced, Fund of Funds, and Life Strategy Funds 45 -- 5 Protecting Yourself with Insurance 47 -- Protecting Your Home and Your Possessions 48 -- Auto Insurance 48 -- Homeowner's or Renter's Insurance 49 -- Liability Coverage 50 -- Protecting Your Income 50 -- Disability Insurance 51 -- Life Insurance 52 -- Protecting Your Health 54 -- Health 54 -- FSAs and HSAs 55 -- Long-Term-Care Insurance 56 -- 6 Finding Money to Invest 59 -- An Overview of Workplace Retirement Plans 60 -- 401(k)s, 403(b)s, and 457 Plans 60 -- How Much Should You Contribute? 61 -- The Drawbacks 62 -- Supplementing Your Workplace Plan with IRAs 63 -- Traditional IRA 64 -- Roth IRA 65 -- SEP-IRA 67 -- Brokerage Accounts 68 -- Dealing with Past Employers' Plans 68 -- Other Investing Considerations 69 -- Augmenting Your Investment Money Through Your Own Efforts 70 -- Selling Your Junk 70 -- Side Income and Part-Time Gigs 70 -- Money from Windfalls 71 -- Gifts, Rebates, Refunds, and Other Relatively Small Amounts 71 -- Settlements 71 -- Inheritances 72 -- 7 Where to Save Your Money While Planning 73 -- Saving in Your Mattress 74 -- The Necessity of Banks 75 -- Checking Accounts 75 -- Savings Accounts 75 -- Investment-Building Accounts 76 -- Internet Banks 76 -- Credit Unions 77 -- Mutual Fund Companies and Brokerage Houses 78 -- Other Places to Store Cash 80 -- Short-Term Bond Mutual Funds 81 -- Stable Value Funds 81 -- Part 2: Planning Your Investment Strategy 83 -- 8 Balancing Risk by Diversifying 85 -- Stocks and Bonds: The Basic Asset Allocation Decision 86 -- Stocks: Risk Versus Reward 86.
The Pros and Cons of Bonds 87 -- Combining Stocks and Bonds Based on Your Age 88 -- Further Diversifying Your Assets 89 -- Balanced Funds 90 -- Life Strategy Funds 90 -- Target Date Funds 90 -- Choosing Individual Investment Types 91 -- Diversifying Your Investments 92 -- A Simple Allocation 94 -- Diversifying Your Stocks 95 -- Market Timing 96 -- Can You Time the Market? 96 -- Rebalancing 97 -- 9 Getting Professional Advice 101 -- But First, a Word on the Media 102 -- Different Types of Financial Advisers 103 -- Brokers 103 -- Fee-Based Advisers 106 -- Fee-Only Planners and Advisers 108 -- Robo-Advisers 112 -- Insurance Agents 114 -- Accountants, CPAs, Attorneys, and Other Financial Service Providers 114 -- Part 3: Where to Invest 117 -- 10 Investing in Mutual Funds 119 -- What Are Mutual Funds and How Do You Buy Them? 120 -- Purchasing a Mutual Fund 120 -- Full-Service Companies and Discount Brokers 121 -- Load or No-Load? 122 -- Choosing a Company 122 -- How Many Funds? 123 -- Researching a Mutual Fund 124 -- The Decision Process 125 -- Analyzing the Return 126 -- What's in the Portfolio? 128 -- Other Types of Funds 129 -- Exchange-Traded Funds 129 -- Closed-End Funds and Unit Investment Trusts 130 -- 11 Investing in Stocks 133 -- Deciding Whether to Invest in Stocks 134 -- A Word on Diversification 135 -- Choosing a Stock-Purchasing Strategy 136 -- The Crazy Methods 136 -- Technical Analysis 138 -- 12 Investing in Bonds 147 -- Should You Buy Bonds? 148 -- Bond Basics 149 -- Bond Quality 150 -- Other Bond Risks 151 -- Buying Bonds 152 -- Characteristics of Corporate and Government Bonds 153 -- Types of Bonds 155 -- 13 Choosing Alternative Investments 159 -- Concerns Common to Alternative Investments 160 -- The Nontraditional Markets 160 -- The Cost of Selling 161 -- Taxation Issues 161 -- Usage and Ownership Costs 161.
Collecting Collectibles 162 -- Gold, Precious Metals, and Gems 164 -- Gold as a Disaster Hedge 164 -- Gold Coins and Bullion 165 -- Gold-Based Investment Shares 166 -- Natural Resources and Commodities 166 -- Real Estate Investment Trusts and Master Limited Partnerships 167 -- REITs 167 -- MLPs 169 -- 14 Investing in Real Estate 171 -- Buying a Home as an Investment 172 -- Your Primary Residence 172 -- Buy the Worst House on the Best Block 173 -- Understand the Real Estate Business 174 -- Get an Inspection 175 -- Be Canny with Improvements 176 -- Don't Neglect Maintenance 177 -- What About Staging? 177 -- Have an Exit Timeline in Mind 177 -- What's a Good Profit? 178 -- Other Considerations 178 -- Purchasing Small Multi-Unit Properties 180 -- Apartment Buildings, Offices, and Other Real Estate Investments 181 -- Part 4: Investing for Specific Goals 183 -- 15 Investing for Retirement 185 -- Estimating How Much You Need 186 -- Employer Plans 187 -- Guaranteed Income 188 -- Social Security 188 -- Pensions 189 -- SPIAs 190 -- Realigning Your Portfolio to Produce Retirement Income 192 -- Reevaluating Your Risk Tolerance in Retirement 194 -- What If It's Just Not Enough? 194 -- 16 Investing for a New Home 197 -- How Much Money Will You Need? 198 -- Deciding How Much to Invest 198 -- Sources of Housing Loans 200 -- Lending Institutions 201 -- The Bank of Mom and Dad 202 -- What Investments Should You Make to Build Funds? 202 -- Protecting Your Investment 203 -- The Importance of Regular Maintenance 203 -- Making Improvements That Increase Value 203 -- Selling with a Real Estate Agent Versus Going It Alone 205 -- On Your Own 205 -- Using an Agent 206 -- Deciding When and If to Sell 206 -- Should You Pay Off Your Home? 208 -- 17 Investing for College 211 -- Investigating the Costs of College 212.
Setting a Reasonable Savings Goal and Payment Expectations 214 -- Will You Have to Pay Sticker Price? 215 -- Applying for Need-Based Aid 217 -- Public Colleges and Universities 217 -- Private Colleges 218 -- The Importance of Saving 218 -- Places to Save for College 219 -- Workplace Retirement Programs 219 -- Traditional IRAs 219 -- Roth IRAs 219 -- 529 Plans 220 -- Coverdell Plans 222 -- U S Savings Bonds (Series EE or I) 222 -- Loans 222 -- 18 Investing for Luxury Purchases 225 -- Planning for Your Luxury Purchase 226 -- Deciding If a Luxury Purchase Is Worthwhile 226 -- Developing a Decision Scale 227 -- The Yardstick-of-Luxury System 228 -- Strategic Ways to Buy Luxuries 229 -- "If I Had More Money I Would ..." 230 -- Travel More for Less 230 -- Getting That Car 233 -- Vacation Home Strategies 234 -- 19 Managing Windfalls and Sudden Life Changes 239 -- Understanding Your Spending Power 240 -- Protecting Yourself 240 -- Assembling Your Team 241 -- Choosing Between a Lump Sum or Structured Settlement 242 -- Thinking Through Your Spending Priorities 243 -- Should You Pay Off Debt? 243 -- Should You Pay Off Someone Else's Debt? 243 -- What to Do About the House 244 -- Changes to Other Plans 246 -- Saving for College 246 -- (Early) Retirement 247 -- Death of a Spouse 248 -- Special Concerns in a Divorce 248 -- Part 5: When to Buy and Sell Investments 253 -- 20 Good Reasons to Buy and Sell 255 -- Bad Reasons to Hold on to an Investment 256 -- Waiting Until It Gets Back to the Price You Paid 256 -- It's Gone Up -- Maybe It Will Go Up More 257 -- "I Can't Sell Because I' ll Have to Pay Taxes" 257 -- Good Reasons to Sell an Investment 258 -- You Need the Money 258 -- The Investment Isn't Working Out 259 -- It's Time to Overhaul the Portfolio 262 -- A Better Opportunity Has Arisen 265 -- 21 Recovering from Mistakes and Bad Markets 269.
Stock Market Disasters 270.
Record Nr. UNINA-9910136584503321
Schultz Danielle L.  
Indianapolis, Indiana : , : Alpha, a member of Penguin Random House LLC, , [2016]
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Bloomberg wealth manager [[electronic resource]]
Bloomberg wealth manager [[electronic resource]]
Pubbl/distr/stampa Princeton, NJ, : Bloomberg, LP
Descrizione fisica 1 online resource
Disciplina 332
Soggetto topico Portfolio management
Investment analysis
Finance, Personal
Soggetto genere / forma Periodicals.
Formato Materiale a stampa
Livello bibliografico Periodico
Lingua di pubblicazione eng
Record Nr. UNISA-996207660903316
Princeton, NJ, : Bloomberg, LP
Materiale a stampa
Lo trovi qui: Univ. di Salerno
Opac: Controlla la disponibilità qui
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
Opac: Controlla la disponibilità qui
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
Opac: Controlla la disponibilità qui