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Portfolio Management for Financial Advisors
Prince Sarpong
其他書名
A Structured Approach to Mastering the Art and Science of Client Portfolio Management
出版Centre for financial Planning Studies, 2024-01-22
主題Business & Economics / Accounting / FinancialBusiness & Economics / Investments & Securities / Portfolio ManagementBusiness & Economics / Personal Finance / Investing
ISBN9798877002630
URLhttp://books.google.com.hk/books?id=8YzxEAAAQBAJ&hl=&source=gbs_api
EBookSAMPLE
註釋Volume 2 of Portfolio Management for Financial Advisors is a visionary exploration into the evolving landscape of managing client portfolios in financial planning. Being more than a sequel, this book challenges the financial planning profession to aspire for profound impact. Beyond foundational concepts, the author blends professional experience with academic rigour to provide a unique lens on managing client portfolios. Among other topics, the book delves into practical tools for portfolio risk management, retirement portfolio management, and boldly asserts the profession's potential to address global challenges.