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Author : Oran A. Hall
Publisher :
ISBN 13 : 9789766107949
Total Pages : 202 pages
Book Rating : 4.1/5 (79 download)
Download or read book The Handbook of Personal Financial Planning written by Oran A. Hall and published by . This book was released on 2007 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Margaret H. Belknap
Publisher : Stackpole Books
ISBN 13 : 9780811733106
Total Pages : 340 pages
Book Rating : 4.7/5 (331 download)
Download or read book Armed Forces Guide to Personal Financial Planning written by Margaret H. Belknap and published by Stackpole Books. This book was released on 2006-12 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete information and advice on personal finances How to prosper on a military salary and practical tips on investing your money, buying a car, buying a house, paying your taxes, and more Ideal for service financial management assistance offices Revised and updated for today's military, this comprehensive guide covers all key financial decisions from choosing checking accounts and using credit cards to deciding whether to rent or buy a home and choosing an insurance policy. In light of the realities of the war on terror, special attention is paid to managing your finances while deployed. Military personnel of all services and ranks will benefit from the advice given in this crisply written book. Each topic is covered in a thorough, logical, and easy-to-read manner.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 945 pages
Book Rating : 4.1/5 (19 download)
Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 945 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP 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. The only official CFP Board handbook on the market, 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. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : David Edward Marcinko
Publisher : Jones & Bartlett Learning
ISBN 13 : 9780763745790
Total Pages : 350 pages
Book Rating : 4.7/5 (457 download)
Download or read book Financial Planning Handbook for Physicians and Advisors written by David Edward Marcinko and published by Jones & Bartlett Learning. This book was released on 2005 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.
Author : Teri Clark
Publisher :
ISBN 13 :
Total Pages : 350 pages
Book Rating : 4.:/5 (958 download)
Download or read book Complete Personal Finance Handbook written by Teri Clark and published by . This book was released on 2014 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal financial planning is the process of establishing your own financial goals and creating a way to reach them.
Author : G. Victor Hallman
Publisher : McGraw-Hill Companies
ISBN 13 : 9780070256804
Total Pages : 604 pages
Book Rating : 4.2/5 (568 download)
Download or read book Personal Financial Planning written by G. Victor Hallman and published by McGraw-Hill Companies. This book was released on 1993 with total page 604 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide to controlling and planning personal finance has been substantially updated and revised to reflect the latest changes in tax laws, new investment strategies, and advice on such topics as insurance, estate planning, and medical coverage. It presents strategies for setting financial goals and reaching those goals with intelligent and systematic investment strategies.
Author : Ernst & Young LLP
Publisher : John Wiley & Sons
ISBN 13 : 9780471697459
Total Pages : 544 pages
Book Rating : 4.6/5 (974 download)
Download or read book Ernst & Young's Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
Author : John E. Grable
Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110727692
Total Pages : 652 pages
Book Rating : 4.1/5 (17 download)
Download or read book De Gruyter Handbook of Personal Finance written by John E. Grable and published by Walter de Gruyter GmbH & Co KG. This book was released on 2022-03-07 with total page 652 pages. Available in PDF, EPUB and Kindle. Book excerpt: The De Gruyter Handbook of Personal Finance provides a robust review of the core topics comprising personal finance, including the primary models, approaches, and methodologies being used to study particular topics that comprise the field of personal finance today. The contributors include many of the world’s leading personal finance researchers, financial service professionals, thought leaders, and leading contemporary figures conducting research in this area whose work has shaped—and continues to affect—the way that personal finance is conceptualized and practiced. The first section of the handbook provides a broad introduction to the discipline of personal finance. The following two sections are organized around the core elements of personal finance research and practice: saving, investing, asset management, and financial security. The fourth section introduces future research, practice, and policy directions. The handbook concludes with a discussion on an educational and research agenda for the future. This handbook will be a core reference work for researchers, financial service practitioners, educators, and policymakers and an excellent supplementary source of readings for those teaching undergraduate and graduate-level courses in personal finance, financial planning, consumer studies, and household finance.
Author : Coventry House Publishing
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)
Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1119421233
Total Pages : 464 pages
Book Rating : 4.1/5 (194 download)
Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Lewis Altfest
Publisher : McGraw-Hill Higher Education
ISBN 13 : 1259357422
Total Pages : 703 pages
Book Rating : 4.2/5 (593 download)
Download or read book Personal Financial Planning written by Lewis Altfest and published by McGraw-Hill Higher Education. This book was released on 2016-01-22 with total page 703 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sam Henderson
Publisher : John Wiley & Sons
ISBN 13 : 1742468292
Total Pages : 323 pages
Book Rating : 4.7/5 (424 download)
Download or read book Financial Planning DIY Guide written by Sam Henderson and published by John Wiley & Sons. This book was released on 2011-10-20 with total page 323 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!
Author : E. Thomas Garman
Publisher : Houghton Mifflin College Division
ISBN 13 : 9780618372317
Total Pages : 107 pages
Book Rating : 4.3/5 (723 download)
Download or read book Personal Finance Handbook written by E. Thomas Garman and published by Houghton Mifflin College Division. This book was released on 2003-07 with total page 107 pages. Available in PDF, EPUB and Kindle. Book excerpt: This handbook gives students a convenient point of reference for advice on financial planning, especially during the first five years after college. From the authors of Personal Finance, the Personal Finance Handbook derives much of its content from this introductory text and can be packaged with any Business textbook. This concise guide features figures, tables, boxes, and two sample budgets to help illustrate key concepts. The handbook covers four areas: Financial Planning and Management, Controlling Credit and Spending, Protecting What You Own and Your Future Income, and Investing for Your Future.
Author : Richard H. Mayer
Publisher : Beard Books
ISBN 13 : 9781587982323
Total Pages : 432 pages
Book Rating : 4.9/5 (823 download)
Download or read book Financial Planning for High Net Worth Individuals written by Richard H. Mayer and published by Beard Books. This book was released on 2003-12 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive and authoritative guide to the art and science of wealth management.
Author : Jae K. Shim
Publisher : Cengage Learning
ISBN 13 :
Total Pages : 368 pages
Book Rating : 4.:/5 ( download)
Download or read book Handbook of Financial Planning written by Jae K. Shim and published by Cengage Learning. This book was released on 2004 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-read for financial professionals and serious investors alike, this one-stop resource offers valuable insight into complex and fast-changing financial markets and advisory markets. It provides in-depth coverage of all the topics key to personal finance, including record-keeping, present and future value in investing, financial career planning, educational planning, cash management, consumer credit, housing, insurance, investment choices, retirement planning, estate planning, tax issues and much more. Packed with helpful tips and lessons, this comprehensive handbook will help professional investors in advising customers as well as provide relevant, cutting-edge information for independent investors.
Author : Rachel S. Siegel
Publisher :
ISBN 13 : 9781453334805
Total Pages : 0 pages
Book Rating : 4.3/5 (348 download)
Download or read book Personal Finance written by Rachel S. Siegel and published by . This book was released on 2021 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.
Author : Teri B. Clark
Publisher : Atlantic Publishing Company
ISBN 13 : 160138047X
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)
Download or read book The Complete Personal Finance Handbook written by Teri B. Clark and published by Atlantic Publishing Company. This book was released on 2007 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Guiding the way to financial security, this handbook highlights personal financial basics of budgeting, marriage, single and divorced financial solutions, health care possibilities, retirement, estate planning, managing debt, credit issues, and home ownership. The CD-ROM contains worksheets, charts, and quizzes.
