Author: Dr Vimal Krishna Rajput
Publisher: Notion Press
ISBN: 1685388868
Category : Business & Economics
Languages : en
Pages : 182
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Book Description
In his book, author Vimal Rajput will take you through a step-by-step approach on how to envision your financial goals, plan for them, and achieve them. Inspired by the five W’s of life, this book, 5 W’s of Financial Planning, helps you understand and formulate your complete financial plan by asking five essential questions: What is financial planning? Why is financial planning important? When should you do financial planning? What should you do in financial planning? Who should do your financial planning? You might have just started earning or you might be comfortably placed within your job; it does not matter which stage of life you are currently in; this book will give a process-oriented approach to enable you to perform financial planning all by yourself, and take control of your future, financially.
Author: Kwok Ho
Publisher:
ISBN: 9781553224211
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
"This text/reference book is the most up-to-date integrated presentation of the field of personal financial planning. This sixth edition has been thoroughly revised to incorporate changes in laws and professional requirements applicable to personal financial planning."--
Author: Amy Baldwin
Publisher:
ISBN: 9781951693169
Category :
Languages : en
Pages :
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Book Description
Author: E. Denby Brandon, Jr.
Publisher: John Wiley & Sons
ISBN: 0470553790
Category : Business & Economics
Languages : en
Pages : 379
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Book Description
The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
Author: Michael A. Dalton
Publisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278
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Book Description
Author: Jeffrey Small
Publisher: Advisor's Academy Press
ISBN: 9780997544121
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Financial planning today is formulaic, redundant and not very helpful to the consumer! This book reveals exactly how Wall Street, financial planners, and the news steer investors into poor and expensive decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary in their situation.
Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421209
Category : Business & Economics
Languages : en
Pages : 515
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Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author: Richard H. Mayer
Publisher: Beard Books
ISBN: 9781587982323
Category : Business & Economics
Languages : en
Pages : 432
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Book Description
A comprehensive and authoritative guide to the art and science of wealth management.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119094666
Category : Business & Economics
Languages : en
Pages : 948
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Book Description
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author: Sid Mittra
Publisher: Publishnow.Net
ISBN: 9780979985508
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.
