Self-Assessment of Fiduciary Excellence for Investment Stewards
Author : fi360
Publisher :
Page : pages
File Size : 16,86 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780989049030
Author : fi360
Publisher :
Page : pages
File Size : 16,86 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780989049030
Author : Fiduciary360
Publisher :
Page : pages
File Size : 49,71 MB
Release : 2006
Category :
ISBN : 9780978796655
A questionnaire based on the handbook Prudent Practices for Investment Stewards. Used to determine how well a Steward's organization is following the practices.
Author : Fiduciary360
Publisher :
Page : pages
File Size : 27,8 MB
Release : 2006-01-01
Category :
ISBN : 9780978796662
A questionnaire based on the Prudent Practices for Investment Advisors handbook. Used to analyze how well an organization meets a defined global fiduciary standard of excellence.
Author : David Edward Marcinko
Publisher : CRC Press
Page : 350 pages
File Size : 16,23 MB
Release : 2013-09-05
Category : Business & Economics
ISBN : 1466558741
In this book, a world-class editorial advisory board and an independent team of contributors draw on their experience in operations, leadership, and Lean managerial decision making to share helpful insights on the valuation of hospitals in today‘s changing reimbursement and regulatory environments.Using language that is easy to understand, Financia
Author : fi360
Publisher :
Page : pages
File Size : 34,61 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780989049023
Author : fi360
Publisher :
Page : pages
File Size : 48,83 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780989049047
Author : Michael J. Nathanson
Publisher : Springer Nature
Page : 275 pages
File Size : 41,97 MB
Release : 2021-04-22
Category : Business & Economics
ISBN : 3030654001
Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan. In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.
Author : Fiduciary360
Publisher :
Page : 56 pages
File Size : 14,24 MB
Release : 2006
Category : Investment advisors
ISBN : 9780978796600
This book details a prudent investment process for Investment Stewards--persons who have the legal responsibility for managing someone else's money, including trustees and investment committee members. It is used in conjunction with Fiduciary360's training programs in fiduciary responsibility.
Author : CFA Institute
Publisher : John Wiley & Sons
Page : 3163 pages
File Size : 30,38 MB
Release : 2016-08-01
Category : Business & Economics
ISBN : 1119315743
Master the practical aspects of the CFA Program Curriculum with expert instruction for the 2017 exam The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2017 Level II, Volumes 1-6 provides the complete Level II Curriculum for the 2017 exam, with practical instruction on the Candidate Body of Knowledge (CBOK) and how it is applied, including expert guidance on incorporating concepts into practice. Level II focuses on complex analysis with an emphasis on asset valuation, and is designed to help you use investment concepts appropriately in situations analysts commonly face. Coverage includes ethical and professional standards, quantitative analysis, economics, financial reporting and analysis, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management organized into individual study sessions with clearly defined Learning Outcome Statements. Charts, graphs, figures, diagrams, and financial statements illustrate complex concepts to facilitate retention, and practice questions with answers allow you to gauge your understanding while reinforcing important concepts. While Level I introduced you to basic foundational investment skills, Level II requires more complex techniques and a strong grasp of valuation methods. This set dives deep into practical application, explaining complex topics to help you understand and retain critical concepts and processes. Incorporate analysis skills into case evaluations Master complex calculations and quantitative techniques Understand the international standards used for valuation and analysis Gauge your skills and understanding against each Learning Outcome Statement CFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program Curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management.
Author :
Publisher :
Page : 60 pages
File Size : 18,23 MB
Release : 2008
Category : Investment advisors
ISBN :