Investment Planning - 3rd Ed. | Money Education

Investment Planning - 3rd Ed. | Money Education

Loading your content...

ISBN: 978-1-946711-11-3

eISBN: 978-1-946711-12-0

Our lives are all about investing in the future with hope of a return. The key of course is managing the risk of hope with knowledgeable expectations of return from an investment framework that includes preservation of capital, production of income, and growth in value.

Investment Planning; Concepts and Strategies blends this theoretical investment framework with practical knowledge of securities, portfolio management, asset allocation and implementation. The text includes thorough coverage of securities, securities markets, investment theory and analysis.

Written from both the academic and practitioner perspective, Investment Planning; Concepts and Strategies accomplishes our objective of creating a text that is in-depth, clear and readable.

Chapters include the following topics:

This professional investment planning perspective services multiple applications:

Comprehensive Curriculum

CFP Board Requirements

You can choose the print edition if you enjoy the tactile experience of a book, choose eBook for an online experience, or go for the print + eBook bundle for easy access to the content any time and on any device.

Get access to the Practice Portal with your book. When you purchase any book, you receive a unique code that unlocks access to our interactive Practice Portal. This isn’t just an add-on. It’s a complete digital learning environment.

Exercises and quizzes to reinforce your knowledge.

Analytics to monitor your learning progress.

Full digital platform included with your book.

Enhance learning efficiency, giving you more time to prepare for final exams.

Our support team is here to make sure you get the help you need—quickly and easily. We’re happy to assist!

Recommended articles