| Edition |
Twelfth edition. |
| Description |
1 online resource : illustrations |
|
text file |
| Access |
Owing to Legal Deposit regulations this resource may only be accessed from within National Library of Scotland. For more information contact enquiries@nls.uk. StEdNL |
| Contents |
Cover; Half title page; Marketing page; Title page; Copyright page; Contents; Detailed Contents; Foreword; Preface to the Twelfth Edition; Acknowledgments; About the Authors; Introduction to Financial Planning and Basic Tools; 1 Emerging Role of the Financial Planner; 2 Personal Financial Planning Process; 3 Time Value of Money: The Universal Tool; Risk Management Planning; 4 Life Insurance: Structure, Concepts, and Planning Strategies; 5 Health, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and Planning; Cash Management and Educational Planning |
|
6 Cash Management, Savings, Credit, and Debt Planning7 Educational Planning; Investment Planning; 8 Investment Products and Markets: An Introduction; 9 Investment Management: Concepts and Strategies; 10 Investment Planning Strategies; Tax Planning; 11 Basic Federal Income Tax Structure; 12 Tax Planning: Concepts and Strategies; Retirement Planning; 13 Basic Structure of Retirement Income; 14 Retirement Planning: Concepts and Strategies; Estate Planning; 15 Basic Structure of Estate Planning; 16 Estate Planning: Concepts and Strategies; Comprehensive Financial Plan |
|
17 Comprehensive Financial PlanningSpecial Topics in Planning; 18 Divorce: Financial Planning Implications; 19 Planning for Widows; 20 Planning for Nontraditional Families; 21 Management of Financial Planning Practice; 22 Sale of Financial Planning Practice; Index |
| Summary |
A comprehensive text for CFP® aspirants and a must-have companion for financial planners. |
| Local Note |
eBooks on EBSCOhost EBSCO eBook Subscription Academic Collection - North America |
| Subject |
Financial planners.
|
|
Financial planners. |
|
Investment advisors.
|
|
Investment advisors. |
|
Finance, Personal.
|
|
Finance, Personal. |
| Genre/Form |
Electronic books.
|
| Added Author |
Sahu, Anandi Prasad, author.
|
|
Fischer, Brian, author.
|
| Other Form: |
Print version: 9789386042859 |
| ISBN |
9789386062024 (electronic book) |
|
938606202X (electronic book) |
|
9789386062031 (electronic book) |
|
9386062038 (electronic book) |
|
9789386042859 (paperback) |
|
