Corporate Finance and Portfolio Management, CFA Program Curriculum (2009) Level 1 (Volume 4)

Corporate Finance and Portfolio Management, CFA Program Curriculum (2009) Level 1 (Volume 4)

Business & Money

Finance

Pearson/Custom Publishing

After numerous discussions with other insurance auditors over the years, it was clear that there was a need for a comprehensive guide to help new auditors trying to perform their jobs and also help experienced auditors performing reviews in areas they had not previously audited. I have leveraged my experience as an underwriter, claim adjuster, and auditor as well as interactions with auditors at various insurance companies to incorporate best practices to write this book. --Seth Davis Insuring valuables, commercial or personal, has become a $750 billion per year industry in the United States alone. Insurance companies, unlike traditional manufacturing companies, often don't realize the true costs of their products when sold. Insurance comapnies rely on actuarial estimates to determine expected claim costs. When you consider the vast array of complex products, each one has unique underwriting and claim considerations that auditors should be aware of in order to mitigate risks. Risky Business provides readers with an overview of the P&amp;C industry and takes a closer look at background information on departments generally found in insurance companies. The book is intended to help insurance auditors effectively add value within an insurance company by helping it manage the risks and maintain compliance with laws and regulations. At the conclusion of various chapters, readers will find a helpful tool to develop an audit program.

Risky Business: Principles of Auditing Property and Casualty Insurance

CISA

CPCU

Seth A. Davis

The Internal Audit Foundation

To date, most financial advisers for individual investors have operated as if taxes do not exist. This book offers a better way, a discussion of the after-tax valuation of assets held in one of four savings vehicles: tax-exempt accounts such as Roth IRAs, tax-deferred accounts such as 401ks, taxable accounts, and non-qualified tax-deferred annuities. By facing the reality that taxes exist and making reasonable adjustments, financial planners can better prepare their clients for the future, as well as add tangible value for clients through asset allocation and location options.

In the Presence of Taxes: Applications of After-tax Asset Valuations

William Reichenstein

PH.D.

Personal Finance

FPA Press

A complete guide to the role of surgical first assistant, this book covers the principles of assisting and teaches the fundamentals of the position. Surgical knots, instrument handling, suturing techniques, and dissecting techniques are demonstrated through photographs and step-by-step instruction. The book also includes a comprehensive section on surgical tasks that first assistants are expected to perform during surgery.l

The Surgical First Assistant

Ruben West

James E. Johnson

Ronald Degon

William Murphy

Sá, C.

Cine'-Med, Inc.

This book is about building systems. It describes a three-step program to increase the top line sales of a business using well built systems and processes. But don t most successful small businesses already have the systems in place to grow their sales? They have salespeople. They have marketing people. They have websites. My observation has been that even successful businesses have not developed top-notch marketing and sales systems, and in many cases they have no systems at all. They have great systems to run their production, client service (sometimes), administration, and finance. Yet somehow Marketing and Sales systems are not as structured.

Growing Sales

Scott Merritt

Hardway Press

Brand New still in the packaging CFA Level I study books with 3 practice exams and the quick sheet.

CFA Kaplan 2015 Level I, 5 Book, 1 Quicksheet, 3 Practice Exams

Twenty Years of Wall Street on Main Street is about the author's experiences working with myriad clients in just about every investment venue in existence. It also includes his observations of his peers and how they worked with the investing public and the use of various firm proprietary investment products to enhance firm revenue, often at the expense of the client's financial best interests. In the course of presenting his story, the author explains 20 years of financial market history and how that impacted his choices of investments for his clients. Additionally the author spends considerable time explaining the mechanics of investing through NYSE member firms including the rules of broker conduct, firm operations, the investment banking process, and how various firms exercised (or failed to exercise) their responsibilities in controlling broker misconduct. Finally, the text contains a wealth of information pertinent to investment decision making for investors of all levels of sophistication; a collection of necessary skills the author repeatedly demonstrated as a skilled practitioner under a multitude of difficult market conditions.

Twenty Years of Wall Street on Main Street

Craig P. Boulton

Biography & History

Jones Harvest Publishing

CFA Program Curriculum for the 2016 Level II Exam all volumes (1-6) by Wiley

CFA LEVEL 2 2016 ORIGINAL BOOKS US EDITION

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