Harold Evensky CFP
, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News
, and Worth
as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.
Stephen M. Horan, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC.
Thomas R. Robinson, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.
Chapter 1 The Wealth Management Process.
Chapter 2 Fiduciary and Professional Standards.
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four Letter Word.
Chapter 5 Data Gathering and Analysis.
Chapter 6 Client Education.
Chapter 7 Mathematics of Investing.
Chapter 8 Investment Theory.
Chapter 9 Asset Allocation.
Chapter 10 Portfolio Optimization.
Chapter 11 Taxes.
Chapter 12 Retirement Planning.
Chapter 13 Investment Policy Statement.
Chapter 14 Portfolio Management.
Chapter 15 Performance Appraisal and Evaluation.
Chapter 16 Selecting Investment Managers.
Chapter 17 Philosophy, Process, and People.
About the Authors.
About the CFA Institute Investment Series.
About the CFA Program.