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Practicing Financial Planning: For Professionals and CFP® Aspirants

Autor Sid Mittra, Anandi P Sahu, Brian Fischer
en Limba Engleză Paperback – 23 feb 2017
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets 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. 
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Specificații

ISBN-13: 9789386042859
ISBN-10: 9386042851
Pagini: 852
Dimensiuni: 184 x 241 mm
Greutate: 0 kg
Ediția:12th Edition
Editura: SAGE Publications
Colecția Sage Publications Pvt. Ltd
Locul publicării:New Delhi, India

Cuprins

Foreword by Harold R. Evensky
Preface
Acknowledgments
INTRODUCTION TO FINANCIAL PLANNING AND BASIC TOOLS
Emerging Role of the Financial Planner
Personal Financial Planning Process
Time Value of Money: The Universal Tool
RISK MANAGEMENT PLANNING
Life Insurance: Structure, Concepts, and Planning Strategies
Health, Homeowner’s, Automobile, and Liability Insurance: Structure, Concepts, and Planning
CASH MANAGEMENT AND EDUCATIONAL PLANNING
Cash Management, Savings, Credit, and Debt Planning
Educational Planning
INVESTMENT PLANNING
Investment Products and Markets: An Introduction
Investment Management: Concepts and Strategies
Investment Planning Strategies
TAX PLANNING
Basic Federal Income Tax Structure
Tax Planning: Concepts and Strategies
RETIREMENT PLANNING
Basic Structure of Retirement Income
Retirement Planning: Concepts and Strategies
ESTATE PLANNING
Basic Structure of Estate Planning
Estate Planning: Concepts and Strategies
COMPREHENSIVE FINANCIAL PLAN
Comprehensive Financial Plan
SPECIAL TOPICS IN PLANNING
Divorce: Financial Planning Implications
Planning for Widows
Planning for Nontraditional Families
Management Financial Planning Practice
Sale of Financial Planning Practice
Index

Descriere

A comprehensive text for CFP® aspirants and a must-have companion for financial planners.