Financial planning in the bank:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Washington, DC
American Bankers Assoc.
1990
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | VIII, 388 S. graph. Darst. |
| ISBN: | 0899823645 |
Internformat
MARC
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| 245 | 1 | 0 | |a Financial planning in the bank |c by Mary P. Merrill |
| 264 | 1 | |a Washington, DC |b American Bankers Assoc. |c 1990 | |
| 300 | |a VIII, 388 S. |b graph. Darst. | ||
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| 650 | 4 | |a Banks and banking |z United States | |
| 650 | 4 | |a Financial planners |z United States | |
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| 650 | 4 | |a Investment analysis | |
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| 999 | |a oai:aleph.bib-bvb.de:BVB01-004211050 | ||
Datensatz im Suchindex
| _version_ | 1804120867914907648 |
|---|---|
| adam_text | CONTENTS
V
PREFACE
1
CHAPTER I
The Emergence of Financial Planning
21
CHAPTER II
Meeting Customer Needs
39
CHAPTER III
Building a Customer Base
63
CHAPTER IV
Comprehensive Planning
89
CHAPTER V
Data Processing
105
CHAPTER VI
Analyzing the Present Financial Position
125
CHAPTER VII
Effective Cash Flow Strategies
143
CHAPTER VIII
Insurance Planning
179
CHAPTER IX
Investment Planning
219
CHAPTER X
Retirement Planning
243
CHAPTER XI
Tax Planning
263
CHAPTER XII
Estate Planning
289
CHAPTER XIII
Planning for Special Situations
309
CHAPTER XIV
Case Studies
A Snapshot Plan and A Focus Plan
353
APPENDIX
367
GLOSSARY
375
INDEX
|
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| dewey-raw | 332.1/7 |
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| dewey-sort | 3332.1 17 |
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| discipline | Wirtschaftswissenschaften |
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| geographic | USA |
| geographic_facet | USA |
| id | DE-604.BV006594961 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T16:48:55Z |
| institution | BVB |
| isbn | 0899823645 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-004211050 |
| oclc_num | 21442311 |
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| owner | DE-739 |
| owner_facet | DE-739 |
| physical | VIII, 388 S. graph. Darst. |
| publishDate | 1990 |
| publishDateSearch | 1990 |
| publishDateSort | 1990 |
| publisher | American Bankers Assoc. |
| record_format | marc |
| spelling | Merrill, Mary P. Verfasser aut Financial planning in the bank by Mary P. Merrill Washington, DC American Bankers Assoc. 1990 VIII, 388 S. graph. Darst. txt rdacontent n rdamedia nc rdacarrier Bank Banks and banking United States Financial planners United States Investment advisors United States Investment analysis Finanzplanung (DE-588)4017200-4 gnd rswk-swf Bank (DE-588)4004436-1 gnd rswk-swf USA Bank (DE-588)4004436-1 s Finanzplanung (DE-588)4017200-4 s DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=004211050&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Merrill, Mary P. Financial planning in the bank Bank Banks and banking United States Financial planners United States Investment advisors United States Investment analysis Finanzplanung (DE-588)4017200-4 gnd Bank (DE-588)4004436-1 gnd |
| subject_GND | (DE-588)4017200-4 (DE-588)4004436-1 |
| title | Financial planning in the bank |
| title_auth | Financial planning in the bank |
| title_exact_search | Financial planning in the bank |
| title_full | Financial planning in the bank by Mary P. Merrill |
| title_fullStr | Financial planning in the bank by Mary P. Merrill |
| title_full_unstemmed | Financial planning in the bank by Mary P. Merrill |
| title_short | Financial planning in the bank |
| title_sort | financial planning in the bank |
| topic | Bank Banks and banking United States Financial planners United States Investment advisors United States Investment analysis Finanzplanung (DE-588)4017200-4 gnd Bank (DE-588)4004436-1 gnd |
| topic_facet | Bank Banks and banking United States Financial planners United States Investment advisors United States Investment analysis Finanzplanung USA |
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