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Investment Course: Timeless Principles for Building Wealth – Book review

The CFA Institute and Forbes have come together to publish The Forbes / CFA Institute Investment Course: Timeless Principles for Building Wealth.

The Forbes magazine has long been the go-to destination for retail investors seeking quality investment advice. Investment professionals from the CFA Institute bring their investment expertise to the fore in this collaboration.The co-authors all have extensive knowledge about the investment industry and it’s practices. All of them hold PhD’s in finance and work in different capacities in the financial industry.


The book has the following chapters:

  • Building Capital
  • How Securities Markets Function
  • Selecting a Broker and Trading
  • Tax-Favored Investment Strategies
  • Reading Financial Statements
  • Sources for Investment Information
  • Common Stocks and Economic Indicators
  • Fundamental Analysis
  • Technical Analysis
  • Fixed Income
  • Derivatives
  • Mutual Funds
  • Rules of Thumb and Key Phrases

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