Provides a background on investment theories, and includes many ready to use client presentations and questionnaires. This guide presents an approach that places achieving client objectives ahead of investment vehicles. It blends investment theory and real world applications.[...]
The most up-to-date and all encompassing guide to investing in today's markets From Forbes and the CFA Institute-two of the most highly respected and recognized names in the investment industry- The Forbes/CFA Institute Investment Course is an interactive roadmap to investing in today's challengin[...]