Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2019 exam
The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2020 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2020 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas.
Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures.
Master essential portfolio management and compliance topics
Synthesize your understanding into professional guidance
Reinforce your grasp of complex analysis and valuation
Apply ethical and professional standards in the context of real-world cases
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.
Описание: More than ever before, institutional investors and their consultants are probing investment management firms' risk management policies and procedures. Beyond market, credit and liquidity risk, their concern extends to investment managers' back- and middle-office functions. For example, investors and consultants are asking: - Is the firm managed and staffed by qualified people? - Are workflows properly documented and consistently followed? - Are employees cross-trained to handle one another's jobs? - Does the firm keep track of collateral in the hands of prime brokers? - How does the firm plan ahead for changes in the regulatory and competitive environment? In the aftermath of the global financial crisis, clients and prospects want to know the answers to these and many other questions. And they will not entrust assets to organizations whose day-to-day operations are chaotic or whose long-term business prospects are doubtful. "In worst-case scenarios, an investment firm's failure to identify and mitigate operational risk can result in significant direct costs and a devastating loss of reputation," write Holly H. Miller and Philip Lawton. "It may take years to reassure investors, regulators and trading partners that the firm is well-managed." Internationally known as dynamic speakers and engaging writers, the authors of The Top Ten Operational Risks draw upon their extensive practical experience to offer clear, compelling and-above all-useful advice about how to recognize and lessen the risk of loss due to inadequate internal processes, people and systems or external events. Starting with complacency on the part of senior management, each of this book's central chapters addresses one of the ways in which investment management firms may be exposed to unwelcome surprises. There are succinct, readable essays on staffing, training and the special attention due hand-offs among individuals, teams, systems and external service providers. Other chapters focus on technology, workflows and aspects of the segregation of duties that are especially significant in the investment management industry, such as observing the distinction between the firm and the funds it manages. The authors additionally bring their experience to bear on reconciliation gaps, the importance of knowing the firm's counterparties and the regulatory regimes to which they are answerable, and the challenges of effective strategic planning in a rapidly changing marketplace. C-level executives and middle managers in sales and marketing, client and consultant relations, compliance, human resources and internal audit will find The Top Ten Operational Risks intriguing. Their colleagues in risk management and investment operations will find it indispensible. As Milton Ezrati writes in the foreword, "The investment of an hour or two will offer managers numerous ways to improve their firm and their client service and, critically, a means to guard against rather large, unexpected expenses."
Описание: The Wiley Study Guides for the Level I CFA exam are proven to help candidates understand, retain, and master the CFA Program Curriculum, complete with color-coded Study Guides and coverage of every Learning Outcome Statement on the exam.
Автор: Rizzo Cfa Jamie Название: The Ultimate Career Guide for Business Majors ISBN: 1544059795 ISBN-13(EAN): 9781544059792 Издательство: Неизвестно Цена: 2067.00 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание:
Would I be happier in consulting, marketing, or auditing? What's the difference between venture capital and private-equity? And what exactly does a trader do all day?
Before embarking on a business career, you must discover the role that suits you best. Understanding what people do in different business careers, how they earn those positions, and the challenges and rewards that come with those roles helps you select a fulfilling career.
Author Jamie Rizzo, a business and finance world veteran, offers an insider's look at careers available with a business degree. Written for college students and anyone considering a business career, The Ultimate Career Guide for Business Majors reveals what it takes to succeed in more than thirty careers.
Each career section explains the day-to-day job functions and the personality traits best suited to that career. Readers get a blueprint of every different career you could pursue and where those positions lead. Real-life examples crystalize the demands and rewards of each career.
Informative and up-to-date, Rizzo's guide suits anyone considering a business career-from high-school juniors and seniors to college undergraduates and people considering returning to college for an MBA.
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