Author : Sid Mittra
Publisher : Publishnow.Net
Page : 0 pages
File Size : 14,95 MB
Release : 2007
Category : Finance, Personal
ISBN : 9780979985508
Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.
Author : Sid Mittra
Publisher : SAGE Publications Pvt. Limited
Page : 0 pages
File Size : 50,82 MB
Release : 2016-09-14
Category : Business & Economics
ISBN : 9789386042859
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets 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.
Author : Mark C. Tibergien
Publisher : John Wiley and Sons
Page : 355 pages
File Size : 19,31 MB
Release : 2010-05-13
Category : Business & Economics
ISBN : 0470884983
Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Author : David Edward Marcinko
Publisher : Jones & Bartlett Learning
Page : 350 pages
File Size : 14,24 MB
Release : 2005
Category : Business & Economics
ISBN : 9780763745790
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 : CFP Board
Publisher : John Wiley & Sons
Page : 340 pages
File Size : 19,60 MB
Release : 2018-02-19
Category : Business & Economics
ISBN : 1119440904
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author : Coventry House Publishing
Publisher : Coventry House Publishing
Page : 125 pages
File Size : 29,19 MB
Release : 2024-07-19
Category : Business & Economics
ISBN :
Author :
Publisher :
Page : 926 pages
File Size : 24,32 MB
Release : 2001
Category : Business & Economics
ISBN :
Author : CFP Board
Publisher : John Wiley & Sons
Page : 945 pages
File Size : 11,36 MB
Release : 2015-07-09
Category : Business & Economics
ISBN : 1119094984
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 : Roy T. Diliberto
Publisher : Advisorpress
Page : 198 pages
File Size : 27,26 MB
Release : 2006-01-01
Category : Finance, Personal
ISBN : 9780975344842
Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset-centered financial planning in favor of the client-centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically from the starting point'who is your client and what are their personal goals and needs?Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
Author : John E. Grable
Publisher :
Page : 0 pages
File Size : 42,54 MB
Release : 2016
Category : Finance, Personal
ISBN : 9781945424021
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
