| Description |
1 online resource : illustrations |
| Contents |
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 |
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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 |
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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 |
| Summary |
A comprehensive text for CFP® aspirants and a must-have companion for financial planners |
| Notes |
CIP data; item not viewed |
| Subject |
Financial planners.
|
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Investment advisors.
|
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Finance, Personal.
|
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investment counsels.
|
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BUSINESS & ECONOMICS -- Finance.
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Finance, Personal
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Financial planners
|
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Investment advisors
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| Form |
Electronic book
|
| Author |
Sahu, Anandi Prasad, author.
|
|
Fischer, Brian, author
|
| ISBN |
9789386062024 |
|
938606202X |
|
9789386062031 |
|
9386062038 |
|
