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...

Ausführliche Beschreibung

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Bibliographische Detailangaben
1. Verfasser: Mittra, Sid (VerfasserIn)
Weitere Verfasser: Sahu, Anandi Prasad (VerfasserIn), Fischer, Brian (VerfasserIn), Evensky, Harold R. (VerfasserIn eines Vorworts)
Format: UnknownFormat
Sprache:eng
Veröffentlicht: Los Angeles Sage 2016
Ausgabe:12th edition
Schlagworte:
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Beschreibung
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
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