Portfolio Management for Financial Advisors
Author | : Prince Sarpong |
Publisher | : Centre for financial Planning Studies |
Total Pages | : 319 |
Release | : 2024-01-22 |
ISBN-10 | : 9798877002630 |
ISBN-13 | : |
Rating | : 4/5 (30 Downloads) |
Download or read book Portfolio Management for Financial Advisors written by Prince Sarpong and published by Centre for financial Planning Studies. This book was released on 2024-01-22 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.