What is included with this book?
Stephen M. Horan, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC.
Thomas R. Robinson, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.
|The Wealth Management Process||p. 1|
|Fiduciary and Professional Standards||p. 13|
|Client Goals and Constraints||p. 33|
|Risk Is a Four-Letter Word||p. 55|
|Data Gathering and Analysis||p. 75|
|Client Education||p. 103|
|Mathematics of Investing||p. 121|
|Investment Theory||p. 149|
|Asset Allocation||p. 179|
|Portfolio Optimization||p. 193|
|Retirement Planning||p. 267|
|Investment Policy Statement||p. 313|
|Portfolio Management||p. 341|
|Performance Appraisal and Evaluation||p. 373|
|Selecting Investment Managers||p. 393|
|Philosophy, Process, and People||p. 421|
|About the Authors||p. 439|
|About the CFA Institute Investment Series||p. 441|
|About the CFA Program||p. 445|
|Table of Contents provided by Ingram. All Rights Reserved.|