樱桃书房 -The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005)
The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) 下载 pdb txt pdf 百度云 kindle umd 夸克云
The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005)电子书下载地址
- 文件名
- [epub 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) epub格式电子书
- [azw3 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) azw3格式电子书
- [pdf 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) pdf格式电子书
- [txt 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) txt格式电子书
- [mobi 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) mobi格式电子书
- [word 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) word格式电子书
- [kindle 下载] The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005) kindle格式电子书
内容简介：
For over a decade, The New Wealth Management: The Financial
Advisor's Guide to Managing and Investing Client Assets has
provided financial planners with detailed, step-by-step guidance on
developing an optimal asset allocation policy for their clients.
And, it did so without resorting to simplistic model portfolios,
such as lifecycle models or black box soluti***. Today, while
The New Wealth Management still provides a thorough
background on investment theories, and includes many ready to use
client presentati*** and questionnaires, the guide is newly updated
to meet twenty-first century investment challenges. The book
书籍目录：
Acknowledgments.
Foreword.
Preface.
Chapter 1 The Wealth Management Process.
Chapter 2 Fiduciary and Professional Standards.
Chapter 3 Client Goals and C***traints
Chapter 4 Risk Is a Four Letter Word.
Chapter 5 Data Gathering and Analysis.
Chapter 6 Client Education.
Chapter 7 Mathematics of Investing.
Chapter 8 Investment Theory.
Chapter 9 Asset Allocation.
Chapter 10 Portfolio Optimization.
Chapter 11 Taxes.
Chapter 12 Retirement Planning.
Chapter 13 Investment Policy Statement.
Chapter 14 Portfolio Management.
Chapter 15 Performance Appraisal and Evaluation.
Chapter 16 Selecting Investment Managers.
Chapter 17 Philosophy, Process, and People.
About the Authors.
About the CFA Institute Investment Series.
About the CFA Program.
Index.
作者介绍：
Harold Evensky CFP, is President of Evensky
& Katz, a nationally recognized wealth management firm.
Acknowledged by Financial Planning, Financial Planning
Professional, Investment News, and Worth as an industry
leader, he served as chair of the TIAA-CREF Institute Advisory
Board and is a member of the American Bar Association. In 1999, he
was awarded the Dow Jones Investment Advisor Portfolio Management
Award for Lifetime Achievement.
出版社信息：
暂无出版社相关信息，正在全力查找中！
书籍摘录：
暂无相关书籍摘录，正在全力查找中！
在线阅读/听书/购买/PDF下载地址：
原文赏析：
暂无原文赏析，正在全力查找中！
其它内容：
暂无其它内容！
网站评分
书籍多样性：3分
书籍信息完全性：6分
网站更新速度：6分
使用便利性：8分
书籍清晰度：9分
书籍格式兼容性：9分
是否包含广告：6分
加载速度：5分
安全性：3分
稳定性：7分
搜索功能：9分
下载便捷性：5分
下载点评
- 赚了(81+)
- 内涵好书(647+)
- 值得下载(406+)
- 内容齐全(524+)
- 体验满分(448+)
- 书籍多(349+)
- 图文清晰(129+)
- 推荐购买(532+)
下载评价
- 网友 家***丝：
好6666666
- 网友 康***溪：
强烈推荐！！！
- 网友 常***翠：
哈哈哈哈哈哈
- 网友 通***蕊：
五颗星、五颗星，大赞还觉得不错！~~
- 网友 后***之：
强烈推荐！无论下载速度还是书籍内容都没话说 真的很良心！
- 网友 濮***彤：
好棒啊！图书很全
- 网友 陈***秋：
不错，图文清晰，无错版，可以入手。
- 网友 益***琴：
好书都要花钱，如果要学习，建议买实体书；如果只是娱乐，看看这个网站，对你来说，是很好的选择。
- 网友 田***珊：
可以就是有些书搜不到
- 网友 辛***玮：
页面不错 整体风格喜欢
- 网友 屠***好：
还行吧。
- 网友 冯***丽：
卡的不行啊
- 网友 权***颜：
下载地址、格式选择、下载方式都还挺多的
喜欢"The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(I***N=9780470624005)"的人也看了
《税收征收管理法》修订的若干制度研究 下载 pdb txt pdf 百度云 kindle umd 夸克云
漫步民间神庙（漫步中国） 下载 pdb txt pdf 百度云 kindle umd 夸克云
中国书画装潢艺术 下载 pdb txt pdf 百度云 kindle umd 夸克云
秘书学导论(第2版高校秘书学专业系列教材) 下载 pdb txt pdf 百度云 kindle umd 夸克云
巴拉巴西网络科学 下载 pdb txt pdf 百度云 kindle umd 夸克云
锂业自主创新发展战略研究 下载 pdb txt pdf 百度云 kindle umd 夸克云
职务犯罪监察调查程序研究 下载 pdb txt pdf 百度云 kindle umd 夸克云
自来水生产工(城镇供水行业职业技能培训教材) 下载 pdb txt pdf 百度云 kindle umd 夸克云
爱德 小学数学口算心算题卡 六年级上册 人教版速算口算心算 下载 pdb txt pdf 百度云 kindle umd 夸克云
供应链理论前沿 下载 pdb txt pdf 百度云 kindle umd 夸克云
随机推荐
- 新东方 2023恋练有题 决胜高考历史 小题大做 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 研究生同等学力英语词汇快易通 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 衣观传统 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 金花的秘密 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 情理与法理：权利正义观念的***与调适——以一起征地纠纷案为例 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 秦文化 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 追名逐利到违法犯罪：犯罪行为产生机制研究 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 瞿昙寺 中国建筑工业出版社 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 银行招聘考试一本通(2022版全国银行系统招聘考试专用教材) 下载 pdb txt pdf 百度云 kindle umd 夸克云
- 渎职罪比较研究（刑法分则比较研究丛书） 下载 pdb txt pdf 百度云 kindle umd 夸克云
书籍真实打分
故事情节：3分
人物塑造：3分
主题深度：7分
文字风格：9分
语言运用：5分
文笔流畅：9分
思想传递：3分
知识深度：4分
知识广度：5分
实用性：4分
章节划分：8分
结构布局：9分
新颖与独特：4分
情感共鸣：7分
引人入胜：6分
现实相关：4分
沉浸感：3分
事实准确性：8分
文化贡献：6分