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dr. Somnath Basu

dr. Somnath Basu

Financial planning
Taal : Engels

  • Categorieën

  • Economie & Financiën
    • Beleggen
    • Financieel Management
  • Inzetbaarheid

  • Lezing
  • Consultant/Trainer
  • Onderwerpen

  • Financiële planning
  • Investments planning
Dr. Basu is a Professor of Finance at California Lutheran University and the Director of its California Institute of Finance. Dr Basu earned his B.A. in Economics, University of Delhi, MBA (Finance), Marquette University and a Ph.D. (Finance), University of Arizona. 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
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Dr. Basu is a Professor of Finance at California Lutheran University and the Director of its California Institute of Finance. Dr Basu earned his B.A. in Economics, University of Delhi, MBA (Finance), Marquette University and a Ph.D. (Finance), University of Arizona. 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.
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Cover van Investment Planning

Investment Planning

Title:
 
Investment Planning
Subtitle:
 
Planning for financial professionals
Authors:
 
Geoffrey A. Hirt, Stanley B. Block, Somnath Basu
Publisher:
 
McGraw-Hill
Book:
 
Hardcover, 450 pages
ISBN:
 
978-00-714-3721-9
 
 
 

In 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
  • Types of investment risk
  • Measures of investment risk
  • Measures of investment returns
  • Time-influenced security valuation concepts
  • Bond and stock valuation methods
  • Portfolio management and measurement concepts
  • Formula investing
  • Investment strategies
  • Asset allocation and diversification
  • EMT
  • Asset pricing models
  • Leverage of investment assets
  • Hedging and option strategies
  • Tax efficient investing
  • Investment strategies in tax-advantaged accounts
  • 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!