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Practicing financial planning : for professionals and CFP aspirants /

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 weavin...

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Bibliographic Details
Main Authors: Mittra, Sid, 1930 (Author)
Group Author: Sahu, Anandi Prasad (writer of foreword.); Fischer, Brian; Evensky, Harold
Published: Sage Publications,
Publisher Address: New Delhi :
Publication Dates: 2016.
Literature type: Book
Language: English
Edition: 12th edition.
Subjects:
Finance, Personal > Handbooks, manuals, etc
Investments > Handbooks, manuals, etc
Financial planners > Handbooks, manuals, etc
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.
Carrier Form: xxviii, 826 pages : illustrations ; 24 cm
Bibliography: Includes bibliographical references and index.
ISBN: 9789386042859
9386042851
Index Number: HG179
CLC: F830.59-62
Call Number: F830.59-62/M685/12th ed.
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.

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