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Author : Ruth Harry Lytton
Publisher :
ISBN 13 : 9780872186927
Total Pages : 355 pages
Book Rating : 4.1/5 (869 download)
Download or read book The Process of Financial Planning written by Ruth Harry Lytton and published by . This book was released on 2006 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Amy Baldwin
Publisher :
ISBN 13 : 9781951693169
Total Pages : pages
Book Rating : 4.6/5 (931 download)
Download or read book College Success written by Amy Baldwin and published by . This book was released on 2020-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Carl Richards
Publisher : Portfolio
ISBN 13 : 1591847559
Total Pages : 226 pages
Book Rating : 4.5/5 (918 download)
Download or read book The One-Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 944 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 944 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 : Ruth H. Lytton
Publisher :
ISBN 13 : 9781936362981
Total Pages : 0 pages
Book Rating : 4.3/5 (629 download)
Download or read book The Process of Financial Planning written by Ruth H. Lytton and published by . This book was released on 2012-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.
Author : Jason L Smith
Publisher : Greenleaf Book Group
ISBN 13 : 1626344612
Total Pages : 160 pages
Book Rating : 4.6/5 (263 download)
Download or read book The Bucket Plan® written by Jason L Smith and published by Greenleaf Book Group. This book was released on 2017-08-29 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
Author : Jane King
Publisher : Oxford University Press
ISBN 13 : 0198748779
Total Pages : 413 pages
Book Rating : 4.1/5 (987 download)
Download or read book Personal Finance written by Jane King and published by Oxford University Press. This book was released on 2017 with total page 413 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explains the fundamentals of financial planning, including budgeting and managing debt, before engaging with major issues and life events where financial literacy is key. Pedagogical features including learning objectives, terminology boxes, and examples fully support students in developing their practical skills, whilst ponder points and questions encourage the application of these skills when making informed financial decisions. Engaging case studies and extensive examples throughout the text bring the subject to life.
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 : 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 : Bill Bachrach
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.0/5 (6 download)
Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
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 : Arthur J. Keown
Publisher : Pearson Higher Ed
ISBN 13 : 0133062309
Total Pages : 648 pages
Book Rating : 4.1/5 (33 download)
Download or read book Personal Finance written by Arthur J. Keown and published by Pearson Higher Ed. This book was released on 2012-05-09 with total page 648 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Through the presentation of the Ten Fundamental Principles of Personal Finance, this text empowers students with the knowledge they need to successfully make and carry out a plan for their own financial future.
Author : Alan W. Steiss
Publisher : CRC Press
ISBN 13 : 9780824705831
Total Pages : 426 pages
Book Rating : 4.7/5 (58 download)
Download or read book Financial Planning and Management in Public Organizations written by Alan W. Steiss and published by CRC Press. This book was released on 2001-08-17 with total page 426 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work focuses on the theory and practice of financial management in public organizations and local government, highlighting the planning, analysis, and control skills necessary to navigate a future of change in technology, society, politics and economics. It details three fundamental areas of responsibility in the annual financial management cycle - cash management, financial planning, and management control. The authors discuss the financial planning-control continuum, cash management and investment strategies, and techniques of financial and managerial cost accounting to assist financial managers and public administrators in their daily efforts to promote more efficient and effective use of financial resources.
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 : 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.
Author : Jeffrey Small
Publisher : Advisor's Academy Press
ISBN 13 : 9780997544121
Total Pages : 0 pages
Book Rating : 4.5/5 (441 download)
Download or read book Turning Financial Planning Right-Side Up written by Jeffrey Small and published by Advisor's Academy Press. This book was released on 2017-12-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 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.
