Investment Primer for Beginners
Wealth Building Basics for the First-Time Investor
(First Edition)
©2026, 198 pages
Paperback list price: $46.95
Cognella Direct Ebook: $41.95
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Investment Primer for Beginners: Wealth Building for the First-Time Investor presents a clear pathway for students with no prior experience in financial markets to develop a firm understanding of investing principles. Designed to simplify complex investment concepts, this book explains stock markets, bond markets, mutual funds, and alternative markets to facilitate an introduction into investing.
The book takes a step-by-step approach, beginning with fundamental concepts such as the definition and importance of investment and progressing to more nuanced topics, including financial securities, equity and debt investments, mutual funds, derivative investment, portfolio and risk management, fintech basics, and personal finance. It emphasizes practical skills such as financial planning, assessing risk, asset allocation, and the use of technology in modern investment strategies.
Suitable for courses on personal finance, investment strategies, and financial markets, Investment Primer for Beginners is apt for both undergraduate and graduate levels. It offers a comprehensive starting point for learners seeking a coherent overview of the investment landscape and valuable insights for embarking on their investment journey.
The book takes a step-by-step approach, beginning with fundamental concepts such as the definition and importance of investment and progressing to more nuanced topics, including financial securities, equity and debt investments, mutual funds, derivative investment, portfolio and risk management, fintech basics, and personal finance. It emphasizes practical skills such as financial planning, assessing risk, asset allocation, and the use of technology in modern investment strategies.
Suitable for courses on personal finance, investment strategies, and financial markets, Investment Primer for Beginners is apt for both undergraduate and graduate levels. It offers a comprehensive starting point for learners seeking a coherent overview of the investment landscape and valuable insights for embarking on their investment journey.
Yan Lu is a professor of finance in the College of Business at the University of Central Florida. She holds a Ph.D., M.B.A., and M.S. from the University of Florida. Dr. Lu’s research interests are in the areas of alternative investments and behavioral finance. Her research has been published in the Journal of Finance, Management Science and the Journal of Financial Economics, and featured in CNN, the Economist, NPR, the Wall Street Journal, and numerous other popular and trade press articles.
Formats and Bulk Order Pricing for Confirmed Adoptions
Publisher Direct Versions — Available through the Cognella Student Store for confirmed adoptions |
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$41.95
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Publisher Direct Ebook | Publisher Direct ebooks are available in your Cognella account immediately after purchase and provide access for 180 days. Our ebooks run on VitalSource and RedShelf with perpetual/annual options available. |
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$48.95
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Publisher Direct Paperback | These special, discounted paperback editions are sold exclusively through the Cognella Student Store (store.cognella.com) for confirmed adoptions. They are not available through other retailers. The books are printed on demand, do not have an ISBN, and are not intended for resale, which results in savings we pass along to students. Most Publisher Direct Paperbacks also come with free, immediate access to the first 30% of the ebook and shipping included. |
Higher Education Bookstore Pricing — These suggested retail prices include a total projected mark-up of 25% |
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Inclusive Access Available!
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Ebook 979-8-8233-8862-7 |
We partner with VitalSource, Kortext, and RedShelf to provide day-one access to students through campus bookstores. Bookstores and these vendors share in the total projected mark-up. Learn more about Inclusive Access at cognella.com/inclusive-access. Contact us for details. |
| $46.95 | Paperback 979-8-8233-5905-4 |
Standard paperback version. Contact us for course adoptions; also available for individual purchase through national wholesalers and retailers — and from our website directly — see Purchase button above. |
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