Practicing financial planning for professionals and CFP aspirants
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning set this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weavin...
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Format: | UnknownFormat |
Sprache: | eng |
Veröffentlicht: |
Los Angeles
Sage
2016
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Ausgabe: | 12th edition |
Schlagworte: | |
Online Zugang: | Inhaltsverzeichnis |
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Zusammenfassung: | The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning set this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP designation aspirants Introduction to financial planning and basic tools -- Risk management planning -- Cash management and educational planning -- Investment planning -- Tax planning -- Retirement planning -- Estate planning -- Comprehensive financial plan -- Special topics in planning |
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Beschreibung: | Includes bibliographical references and index |
Beschreibung: | xxviii, 826 Seiten Illustrationen 24 cm |
ISBN: | 9386042851 93-86042-85-1 9789386042859 978-93-86042-85-9 |