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Practicing financial planning : for professionals and CFP aspirants / Sid Mittra, Anandi P. Sahu, Brian Fischer ; foreword by Harold R. Evensky.
- Format:
- Book
- Author/Creator:
- Mittra, Sid, 1930- author.
- Sahu, Anandi P., author.
- Fischer, Brian, author.
- Language:
- English
- Subjects (All):
- Finance, Personal--Handbooks, manuals, etc.
- Finance, Personal.
- Investments--Handbooks, manuals, etc.
- Investments.
- Financial planners--Handbooks, manuals, etc.
- Financial planners.
- Physical Description:
- 1 online resource (857 pages)
- Edition:
- Twelfth edition.
- Place of Publication:
- Los Angeles, [California] : SAGE, 2016.
- Summary:
- The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning set this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP designation aspirants.
- Contents:
- Introduction to financial planning and basic tools
- Risk management planning
- Cash management and educational planning
- Investment planning
- Tax planning
- Retirement planning
- Estate planning
- Comprehensive financial plan
- Special topics in planning.
- Notes:
- Includes index.
- Description based on print version record.
- ISBN:
- 93-86062-03-8
- 93-86062-02-X
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