Practicing financial planning : for professionals and CFP aspirants /: for professionals and CFP aspirants. (2016)

• Record Type: Book
• Further Information: Note: Sid Mittra, Anandi P. Sahu, Brian Fischer.
• Authors: Mittra, Sid, 1930-; Sahu, Anandi Prasad; Fischer, Brian
• Contents: Foreword by Harold R. Evensky; Preface; Acknowledgments; INTRODUCTION TO FINANCIAL PLANNING AND BASIC TOOLS; Emerging Role of the Financial Planner; Personal Financial Planning Process; Time Value of Money: The Universal Tool; RISK MANAGEMENT PLANNING; Life Insurance: Structure, Concepts, and Planning Strategies; Health, Homeowner’s, Automobile, and Liability Insurance: Structure, Concepts, and Planning; CASH MANAGEMENT AND EDUCATIONAL PLANNING; Cash Management, Savings, Credit, and Debt Planning; Educational Planning; INVESTMENT PLANNING; Investment Products and Markets: An Introduction; Investment Management: Concepts and Strategies; Investment Planning Strategies; TAX PLANNING; Basic Federal Income Tax Structure; Tax Planning: Concepts and Strategies; RETIREMENT PLANNING; Basic Structure of Retirement Income; Retirement Planning: Concepts and Strategies; ESTATE PLANNING; Basic Structure of Estate Planning; Estate Planning: Concepts and Strategies; COMPREHENSIVE FINANCIAL PLAN; Comprehensive Financial Plan; SPECIAL TOPICS IN PLANNING; Divorce: Financial Planning Implications; Planning for Widows; Planning for Nontraditional Families; Management Financial Planning Practice; Sale of Financial Planning Practice; Index
• Edition: Twelfth edition
• Publisher Details: Los Angeles : SAGE
• Publication Date: 2016
• Extent: 1 online resource, illustrations
• Subjects: 332.024; Financial planners; Investment advisors; Finance, Personal
• Languages: English
• ISBNs: 9789386062024; 9789386062031
• Related ISBNs: 9789386042859
• Notes: Note: Description based on CIP data; item not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.