Practicing Financial Planning: For Professionals and CFP® Aspirants
Autor Sid Mittra, Anandi P Sahu, Brian Fischeren Limba Engleză Paperback – 23 feb 2017
Preț: 417.34 lei
Preț vechi: 434.73 lei
-4%
Puncte Express: 626
Preț estimativ în valută:
79.96€ • 86.61$ • 68.57£
79.96€ • 86.61$ • 68.57£
Cartea nu se mai tipărește
Doresc să fiu notificat când acest titlu va fi disponibil:
Se trimite...
Preluare comenzi: 021 569.72.76
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
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
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.