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Practicing financial planning : for professionals and CFP aspirants /
A comprehensive text for CFP® aspirants and a must-have companion for financial planners.
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Los Angeles :
SAGE,
2016.
|
| Edición: | Twelfth edition. |
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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.