Practicing Financial Planning : For Professionals and CFP Aspirants （12 Reprint）

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Practicing Financial Planning : For Professionals and CFP Aspirants （12 Reprint）

Mittra, Sid, Ph.D./ Sahu, Anandi P., Ph.D./ Fischer, Brian

Sage Pubns Pvt Ltd（2016/09発売）

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製本 Paperback:紙装版/ペーパーバック版／ページ数 826 p.
言語 ENG
商品コード 9789386042859
DDC分類 657

Full Description

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 (R) designation aspirants.

Foreword by Harold R. EvenskyPrefaceAcknowledgmentsEmerging Role of the Financial PlannerPersonal Financial Planning ProcessTime Value of Money: The Universal ToolRISK MANAGEMENT PLANNINGLife Insurance: Structure, Concepts, and Planning StrategiesHealth, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and PlanningCASH MANAGEMENT AND EDUCATIONAL PLANNINGCash Management, Savings, Credit, and Debt PlanningEducational PlanningINVESTMENT PLANNINGInvestment Products and Markets: An IntroductionInvestment Management: Concepts and StrategiesInvestment Planning StrategiesTAX PLANNINGBasic Federal Income Tax StructureTax Planning: Concepts and StrategiesRETIREMENT PLANNINGBasic Structure of Retirement IncomeRetirement Planning: Concepts and StrategiesESTATE PLANNINGBasic Structure of Estate PlanningEstate Planning: Concepts and StrategiesCOMPREHENSIVE FINANCIAL PLANComprehensive Financial PlanDivorce: Financial Planning ImplicationsPlanning for WidowsPlanning for Nontraditional FamiliesManagement Financial Planning PracticeSale of Financial Planning PracticeIndex