Self Assessment Of Fiduciary Excellence Safe For Investment Stewards
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Author | : Fiduciary360 |
Publisher | : |
Total Pages | : |
Release | : 2006 |
Genre | : |
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 | : |
Total Pages | : |
Release | : 2006-01-01 |
Genre | : |
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 | : fi360 |
Publisher | : |
Total Pages | : |
Release | : 2013-04-01 |
Genre | : Business & Economics |
ISBN | : 9780989049030 |
Author | : Fiduciary360 |
Publisher | : |
Total Pages | : 56 |
Release | : 2006 |
Genre | : 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 |
Total Pages | : 3163 |
Release | : 2016-08-01 |
Genre | : 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 | : fi360 |
Publisher | : |
Total Pages | : |
Release | : 2013-04-01 |
Genre | : Business & Economics |
ISBN | : 9780989049023 |
Author | : fi360 |
Publisher | : |
Total Pages | : |
Release | : 2013-04-01 |
Genre | : Business & Economics |
ISBN | : 9780989049047 |
Author | : Harris Nydick Cfp(r) |
Publisher | : Lioncrest Publishing |
Total Pages | : 170 |
Release | : 2018-04-09 |
Genre | : Business & Economics |
ISBN | : 9781544510293 |
The decisions you make about your 401(k) or 403(b) plan today will have a huge impact on your life tomorrow. Your future isn't going to pay for itself. Common Financial Sense will give you the knowledge you need to fund the retirement you deserve. Common Financial Sense helps you to better understand your 401(k) or 403(b) plan and how to save smarter for your retirement. Common Financial Sense lays out the basics of 401(k) and 403(b) planning in simple, easy to understand language. With the guidance of nationally recognized investment experts Harris Nydick and Greg Makowski, you'll learn how to: Choose the investments best suited for you Make other important choices that are appropriate to your stage of life Identify common misconceptions about retirement planning Calculate the optimum amount to save each year Be calm in the face of market fluctuations Get to retirement with a large enough nest egg When it comes to investing for your future, many people don't even know where to begin or what questions to ask. Common Financial Sense is your starting point.
Author | : Steven Atkinson |
Publisher | : |
Total Pages | : |
Release | : 2013-06-15 |
Genre | : |
ISBN | : 9780985808730 |
Our goal in writing this book is to give you the tools you need to make smarter financial decisions and avoid the mistakes that too often trip up investors.
Author | : Helle Bank Jørgensen |
Publisher | : |
Total Pages | : 171 |
Release | : 2021 |
Genre | : Boards of directors |
ISBN | : 9781988025797 |
Climate- and ESG-competent boards are in high demand by investors and other stakeholders. In fact, climate change and other environmental, social, and governance (ESG) issues have become some of the biggest challenges faced by 21st-century board directors. Today's boards must contend with a wide range of stakeholders who can affect the fortunes of a company--customers, suppliers, employees, shareholders, politicians, activists, and social-media influencers, among others.This book demonstrates that for long-term profits and sustainability, boards need to not only define the purpose of their company in society but have the insight to ask the right questions of management on complex issues such as climate change, ESG, corruption, cybersecurity, human trafficking, supply-chain resilience, and much more.With insightful contributions from over one hundred world experts, this book provides board members and executives with a practical guide on what is required today to develop thriving, future-fit organizations. The insights shared in this book have one common message: the companies with the best chance of surviving and thriving will be guided by leaders with the foresight, knowledge, and determination to tackle the daunting challenges that confront all of humankind.