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Author : C. W. Copeland
Publisher :
ISBN 13 : 9781582933139
Total Pages : 122 pages
Book Rating : 4.9/5 (331 download)
Download or read book Foundations of Financial Planning written by C. W. Copeland and published by . This book was released on 2018 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Allen C. McLellan
Publisher :
ISBN 13 : 9781582931555
Total Pages : 458 pages
Book Rating : 4.9/5 (315 download)
Download or read book Foundations of Financial Planning written by Allen C. McLellan and published by . This book was released on 2014-04-01 with total page 458 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael A. Dalton
Publisher :
ISBN 13 : 9781936602032
Total Pages : 776 pages
Book Rating : 4.6/5 (2 download)
Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Bruce C. Worsham
Publisher :
ISBN 13 : 9781579960865
Total Pages : 612 pages
Book Rating : 4.9/5 (68 download)
Download or read book Foundations of Financial Planning written by Bruce C. Worsham and published by . This book was released on 2003-10 with total page 612 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Kirk Okumura
Publisher :
ISBN 13 : 9781582932682
Total Pages : 500 pages
Book Rating : 4.9/5 (326 download)
Download or read book Foundations of Financial Planning written by Kirk Okumura and published by . This book was released on 2018-07 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Kirk S. Okumura
Publisher :
ISBN 13 : 9781582933207
Total Pages : 125 pages
Book Rating : 4.9/5 (332 download)
Download or read book Foundations of Financial Planning written by Kirk S. Okumura and published by . This book was released on 2019-04 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Allen C. McLellan
Publisher :
ISBN 13 : 9781582931487
Total Pages : 458 pages
Book Rating : 4.9/5 (314 download)
Download or read book Foundations of Financial Planning written by Allen C. McLellan and published by . This book was released on 2014-01-01 with total page 458 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Allen C. McLellan
Publisher :
ISBN 13 : 9781932819908
Total Pages : 488 pages
Book Rating : 4.8/5 (199 download)
Download or read book Foundations of Financial Planning written by Allen C. McLellan and published by . This book was released on 2010-01 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : C. Bruce Worsham
Publisher :
ISBN 13 : 9781932819281
Total Pages : 400 pages
Book Rating : 4.8/5 (192 download)
Download or read book Foundations of Financial Planning written by C. Bruce Worsham and published by . This book was released on 2007-07-01 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Marshall Weintraub
Publisher : Archway Publishing
ISBN 13 : 148087213X
Total Pages : 389 pages
Book Rating : 4.4/5 (88 download)
Download or read book Financial Planning Basics for Doctors written by Marshall Weintraub and published by Archway Publishing. This book was released on 2019-01-25 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.
Author : John E. Grable
Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)
Download or read book The Case Approach to Financial Planning written by John E. Grable and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Author : E. Denby Brandon, Jr.
Publisher : John Wiley & Sons
ISBN 13 : 0470553790
Total Pages : 379 pages
Book Rating : 4.4/5 (75 download)
Download or read book The History of Financial Planning written by E. Denby Brandon, Jr. and published by John Wiley & Sons. This book was released on 2009-09-17 with total page 379 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Cheng Few Lee
Publisher : World Scientific Publishing Company
ISBN 13 : 981472386X
Total Pages : 1390 pages
Book Rating : 4.8/5 (147 download)
Download or read book Financial Analysis, Planning And Forecasting: Theory And Application (Third Edition) written by Cheng Few Lee and published by World Scientific Publishing Company. This book was released on 2016-08-10 with total page 1390 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is an introduction-level text that reviews, discusses, and integrates both theoretical and practical corporate analysis and planning. The field can be divided into five parts: (1) Information and Methodology for Financial Analysis; (2) Alternative Finance Theories and Cost of Capital; (3) Capital Budgeting and Leasing Decisions; (4) Corporate Policies and their Interrelationships; (5) Financial Planning and Forecasting.The theories used and discussed in this book can be grouped into the following classical theoretical areas of corporate finance: (1) Pre-M&M Theory, (2) M&M Theory, (3) CAPM, and (4) Option Pricing Theory (OPT). The interrelationships among these theories are carefully analyzed. Real world examples are used to enrich the learning experience; and alternative planning and forecasting models are used to show how the interdisciplinary approach can be used to make meaningful financial-management decisions.In this third edition, we have extensively updated and expanded the topics of financial analysis, planning and forecasting. New chapters were added, and some chapters combined to present a holistic view of the subject and much of the data revised and updated.
Author : John E. Grable
Publisher :
ISBN 13 : 9781949506365
Total Pages : 832 pages
Book Rating : 4.5/5 (63 download)
Download or read book The Fundamentals of Writing a Financial Plan, First Edition (Revised) written by John E. Grable and published by . This book was released on 2019-01-16 with total page 832 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family. The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more - but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case--the Hubble family. This book features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning strategies that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel(tm) package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material.
Author : John Zietlow
Publisher : John Wiley & Sons
ISBN 13 : 1119382599
Total Pages : 791 pages
Book Rating : 4.1/5 (193 download)
Download or read book Financial Management for Nonprofit Organizations written by John Zietlow and published by John Wiley & Sons. This book was released on 2018-04-06 with total page 791 pages. Available in PDF, EPUB and Kindle. Book excerpt: Essential tools and guidance for effective nonprofit financial management Financial Management for Nonprofit Organizations provides students, professionals, and board members with a comprehensive reference for the field. Identifying key objectives and exploring current practices, this book offers practical guidance on all major aspects of nonprofit financial management. As nonprofit organizations fall under ever-increasing scrutiny and accountability, this book provides the essential knowledge and tools professional need to maintain a strong financial management system while serving the organization’s stated mission. Financial management, cash flow, and financial sustainability are perennial issues, and this book highlights the concepts, skills, and tools that help organizations address those issues. Clear guidance on analytics, reporting, investing, risk management, and more comprise a singular reference that nonprofit finance and accounting professionals and board members should keep within arm’s reach. Updated to reflect the post-recession reality and outlook for nonprofits, this new edition includes new examples, expanded tax-exempt financing material, and recession analysis that informs strategy going forward. Articulate the proper primary financial objective, target liquidity, and how it ensures financial health and sustainability Understand nonprofit financial practices, processes, and objectives Manage your organization’s resources in the context of its mission Delve into smart investing and risk management best practices Manage liquidity, reporting, cash and operating budgets, debt and other liabilities, IP, legal risk, internal controls and more Craft appropriate financial policies Although the U.S. economy has recovered, recovery has not addressed the systemic and perpetual funding challenges nonprofits face year after year. Despite positive indicators, many organizations remain hampered by pursuit of the wrong primary financial objective, insufficient funding and a lack of investment in long-term sustainability; in this climate, financial managers must stay up-to-date with the latest tools, practices, and regulations in order to serve their organization’s interests. Financial Management for Nonprofit Organizations provides clear, in-depth reference and strategy for navigating the expanding financial management function.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)
Download or read book The Tools & Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jack Alexander
Publisher : John Wiley & Sons
ISBN 13 : 1119491487
Total Pages : 647 pages
Book Rating : 4.1/5 (194 download)
Download or read book Financial Planning & Analysis and Performance Management written by Jack Alexander and published by John Wiley & Sons. This book was released on 2018-06-13 with total page 647 pages. Available in PDF, EPUB and Kindle. Book excerpt: Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.
