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The Tools & Techniques of Investment Planning, 5th Edition

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The Tools & Techniques of Investment Planning, 5th Edition is an easy-to-read desktop companion for financial planning practitioners. It demystifies the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

This book emphasizes not only perspective, but also how to apply investment theory to support unique client ob...