Investments: An Introduction

Investments: An Introduction, 12th Edition, presents core financial principles from the perspective of an individual financial planner. Published by Cengage Learning, the textbook introduces the investing process alongside fundamental concepts and advanced topics.

The text outlines alternatives for portfolio construction, comparing active strategies in which individuals directly manage assets with passive approaches that rely on external portfolio managers.

Intended to support exam preparation and practical financial reasoning, the volume covers material relevant to the investing section of the CFP exam and includes an ongoing Financial Advisor's Investment Case.