dr. Somnath Basu
Biografie van dr. Somnath Basu
Financial planning
Dr. Basu is extensively published in the field of financial planning and investments and is an award winning teacher. He has significant consulting experience with US Fortune 100 companies, advising institutional money managers and in developing proprietary financial planning software. Dr. Basu is actively involved with financial planning organizations. He recently chaired the Model Curriculum Revision Committee for the CFP Board of Standards and the Chair of the Board’s Program Director Conference, Co-chair of the Global Co-Curriculum Committee for the FPSB and is on the Executive Committee of both US and International CFP Program Directors.
He is a founding member of the Foresight Group, a FPA think-tank group and a member of the College Advisory Board at the National Endowment for Financial Education (NEFE). His new co-authored book, "Investment Planning for Financial Professionals" is recently released.
Onderwerpen
- Financiële planning
- Investments planning
Foto's van dr. Somnath Basu
Boeken van dr. Somnath Basu
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Title:Investment PlanningSubtitle:Planning for financial professionalsAuthors:Geoffrey A. Hirt, Stanley B. Block, Somnath BasuPublisher:McGraw-HillBook:Hardcover, 450 pagesISBN:978-00-714-3721-9In Investment Planning, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients' investments consistent with their personal objectives and levels of risk tolerance.
This landmark book carefully explains the essential theory required to understand how financial markets work_and describes step by step how best to diversify and balance a portfolio of investments to reduce risk and increase expected returns.
Ranging from fixed-income securities, common and preferred stock, and mutual funds…to options, futures, derivatives, and other investment vehicles, Investment Planning cuts through the complexities of today's burgeoning financial landscape with clear, concise accounts of:-
Types and uses of investment vehicles
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Types of investment risk
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Measures of investment risk
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Measures of investment returns
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Time-influenced security valuation concepts
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Bond and stock valuation methods
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Portfolio management and measurement concepts
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Formula investing
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Investment strategies
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Asset allocation and diversification
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EMT
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Asset pricing models
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Leverage of investment assets
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Hedging and option strategies
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Tax efficient investing
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Investment strategies in tax-advantaged accounts
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Taxation of investment vehicles
An excellent resource for preparing for the Certified Financial Planner (CFP) exam, this comprehensive reference also includes real-world case studies and listings of investment websites in each chapter_plus a broad array of at-a-glance charts and tables.
Authoritative and completely up-to-date, Investment Planning now offers professionals all the tools, techniques, and guidance they need to seize new opportunities in the financial marketplace and maximize returns on their clients' investments! -
Referenties van dr. Somnath Basu
Publicaties van dr. Somnath Basu
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Telefoon: +31 (0) 10 - 433 33 22 of per e-mail: info@speakersacademy.eu