Verfügbarkeit: Financial planning competency handbook

Financial planning competency handbook:

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Bibliographische Detailangaben
1. Verfasser:	Chaffin, Charles R. (VerfasserIn)
Format:	Buch
Sprache:	English
Veröffentlicht:	Hoboken, New Jersey Wiley [2015]
Ausgabe:	Second edition
Schlagworte:	Financial planners Investment advisors Finance, Personal Financial planning industry Finanzplanung Aufsatzsammlung
Online-Zugang:	Inhaltsverzeichnis
Beschreibung:	XXXIII, 907 Seiten
ISBN:	9781119094661

Internformat

MARC


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Datensatz im Suchindex

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adam_text	Acknowledgments xiii About the Book xv Preface xvii Charles R. Chaffin, EdD, CFP Board About the Practice Questions xxiii About the Contributors xxv Introduction 1 Charles R. Chaffin, EdD, CFP Board 1 Theory and Practice 5 Charles R. Chaffin, EdD, CFP Board 2 Function, Purpose, and Regulation of Financial Institutions 15 John E. Grable, PhD, CFP®, University of Georgia Sonya L. Britt, PhD, CFP®, Kansas State University 3 Financial Services Regulations and Requirements 25 John E. Grable, PhD, CFP®, University of Georgia Sonya L Britt, PhD, CFP®, Kansas State University 4 Consumer Protection Laws 35 John E. Grable, PhD, CFP®, University of Georgia Sonya L. Britt, PhD, CFP®, Kansas State University 5 Fiduciary 45 Martie Gillen, PhD, University of Florida 6 Financial Planning Process 51 John E. Grable, PhD, CFP®, University of Georgia Ronald A. Sages, PhD, AEP®, CFP®, CTFA, EA, Kansas State University 7 Financial Statements 63 Thomas Warschauer, PhD, CFP®, San Diego State University v vi CONTENTS 8 Cash How Management 78 Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida 9 Hnancing Strategies 81 Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida Jorge Ruiz-Menjivar, University of Georgia 10 Economic Concepts 88 Dave Yeske, DBA, CFP®, Golden Gate University 11 lime Value of Money 97 Jorge Ruiz-Menjivar, University of Georgia Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida 12 Client and Planner Attitudes, Values, Biases, and Behavioral Hnance 107 Dave Yeske, DBA, CFP®, Golden Gate University 13 Principles of Communication and Counseling 115 John E. Grable, PhD, CFP®, University of Georgia Kristy L. Archuleta, PhD, LMFT, Kansas State University 14 Debt Management 127 Joseph W. Goetz, PhD, University of Georgia John E. Grable, PhD, CFP®, University of Georgia 15 Education Needs Analysis 137 Taylor Spangler, MS, University of Florida Michael Gutter, PhD, University of Florida Martie Gillen, PhD, University of Florida Sailesh Acharya, University of Florida 16 Education Savings Vehicles 145 Michael Gutter, PhD, University of Florida Martie Gillen, PhD, University of Florida 17 Rnancial Aid (Education) 153 Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida 18 Gift and Income Tax Strategies (Education) 158 Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida 19 Education Hnancing 165 Martie Gillen, PhD, University of Florida Michael Gutter, PhD, University of Florida Contents vH 20 Principles of Risk and Insurance 173 Dave Yeske, DBA, CFP®, Golden Gate University 21 Analysis and Evaluation of Risk Exposures 183 Dave Yeske, DBA, CFP®, Golden Gate University 22 Health Insurance and HeaRh Care Cost Management 189 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 23 Disability Income Insurance (Individual) 197 Dave Yeske, DBA, CFP®, Golden Gate University 24 Long-Term Care Insurance 205 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 25 Annuities 213 Andrew Head, MA, CFP®, Western Kentucky University John Gilliam, PhD, CFP®, Texas Tech University 26 life Insurance (Individual) 225 Dave Yeske, DBA, CFP®, Golden Gate University 27 Business Uses of Insurance 233 L. Ann Coulson, PhD, CFP®, Kansas State University John Gilliam, PhD, CFP®, Texas Tech University 28 Insurance Needs Analysis 245 Thomas Warschauer, PhD, CFP®, San Diego State University 29 Insurance Policy and Company Selection 253 Thomas Warschauer, PhD, CFP®, San Diego State University Andrew Head, MA, CFP®, Western Kentucky University 30 Property and Casualty Insurance 263 Derek R. Lawson, MS, Sonas Financial Group, Inc. and Kansas State University Sarah D. Asebedo, MS, CFP®, Virginia Tech Martin C. Seay, PhD, CFP®, Kansas State University 31 Characteristics, Uses, and TaxaUon of bivestment Vehicles 275 Swarn Chatterjee, PhD, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia 32 IVpes of Investment Risk 283 Thomas Warschauer, PhD, CFP®, San Diego State University 33 Quantitative bivestment Concepts 291 Thomas Warschauer, PhD, CFP®, San Diego State University 34 Measures of Investment Returns 299 Thomas Warschauer, PhD, CFP®, San Diego State University viii CONTENTS 35 Asset Allocation and Portfolio Diversification 307 Dave Yeske, DBA, CFP®, Golden Gate University 36 Bond and Stock Valuation Concepts 315 Dave Yeske, DBA, CFP®, Golden Gate University 37 Portfolio Development and Analysis 325 Thomas Warschauer, PhD, CFF®,San Diego State University 38 Investment Strategies 335 Dave Yeske, DBA, CFP®, Golden Gate University 39 Alternative Investments 343 L. Michael Ladd, CFA, CAIA, CMT, CFP® 40 Fundamental Tax Law 353 Lance Palmer, PhD, CPA, CFP®, University of Georgia 41 Income Tax Fundamentals and Calculations 363 Lance Palmer, PhD, CPA, CFP®, University of Georgia 42 Characteristics and Income Taxation of Business Entities 373 Webster Hewitt, CPA, CFP®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia 43 Income Taxation of Trusts and Estates 383 MartinC. Seay, PhD, CFP®, Kansas State University Lance Palmer, PhD, CPA, CFP®, University of Georgia 44 Alternative Minimum Tax (AMT) 391 Webster Hewitt, CPA, CFP®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia 45 Tax Reduction and Management Techniques 399 Lance Palmer, PhD, CPA, CFP®, University of Georgia 46 Tax Consequences of Property Transactions 409 Lance Palmer, PhD, CPA, CFP®, University of Georgia Martin C. Seay, PhD, CFF®, Kansas State University 47 Passive Activity and At-Risk Rules 417 Lance Palmer, PhD, CPA, CFP®, University of Georgia 48 Tax Implications of Special Circumstances 423 Lance Palmer, PhD, CPA, CFP®, University of Georgia 49 Charitable/Philanthropic Contributions and Deductions 431 Webster Hewitt, CPA, CFP®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia 50 Retirement Needs Analysis 439 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (inactive) Contents ix 51 Social Security and Medicare 447 Sarah D. Asebedo, MS, CFP®, Virginia Tech Martin C. Seay, PhD, CFP®, Kansas State University Thomas Warschauer, PhD, CFP®, San Diego State University 52 Medicaid 463 Katie Seay CFP®, The Trust Company Martin C. Seay PhD, CFP®, Kansas State University 53 types of Retirement Plans 471 John E Grable, PhD, CFP®, University of Georgia 54 Qualified Plan Rules and Options 479 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 55 Other Tax-Advantaged Plans 485 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 56 Regulatory Considerations 491 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 57 Key Factors Affecting Plan Selection for Businesses 495 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 58 Distribution Rules and Taxation 501 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 59 Retirement Income and Distribution Strategies 509 Dave Yeske, DBA, CFP®, Golden Gate University Bissa Buie, MBA, CFP®, Golden Gate University 60 Dusbiess Succession Planning 515 John E. Grable, PhD, CFP®, University of Georgia Joseph W. Goetz, PhD, University of Georgia Kevin Valentino, MS, University of Georgia 61 Characteristics and Consequences of Property Titling 527 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) 62 Gifting Strategies 533 Bissa Buie, MBA, CFP®, Golden Gate University 63 Estate Planning Documents 541 Andrew Head, MA, CFP®, Western Kentucky University Sharon A. Burns, PhD, CPA (Inactive) X CONTENTS 64 Estate Tax Compliance and Tax Calculation 547 Elissa Buie, MBA, CEP®, Golden Gate University 65 Sources for Estate Liquidity 555 Elissa Buie, MBA, CFP®, Golden Gate University 66 types, Features, and Taxation of trusts 561 Elissa Buie, MBA, CFP®, Golden Gate University 67 Marital Deduction 568 Elissa Buie, MBA, CFP®, Golden Gate University 68 Intra-Family and Other Dusiness Transfer Techniques 575 Elissa Buie, MBA, CFP®, Golden Gate University 69 Postmortem Estate Planning Techniques 585 Elissa Buie, MBA, CFP®, Golden Gate University 70 Estate Planning for Non-Traditional Relationships 591 Elissa Buie, MBA, CFP®, Golden Gate University Supplement: CFP Board s Code of Ethics and Professional Responsibility 601 PART TWO .......... Introduction 605 Charles R. Chaffin, EdD, CFP Board Thomas Warschauer, PhD, CFP®, San Diego State University 71 Establishing and Defining the Client-Planner Relationship 609 Elissa Buie, MBA, CFP®, Golden Gate University Dave Yeske, DBA, CFP®, Golden Gate University 72 Gathering information Necessary to Fulfill the Engagement 617 Elissa Buie, MBA, CFP®, Golden Gate University Dave Yeske, DBA, CFP®, Golden Gate University 73 Analyzing and Evaluating the Client s Current Financial Status 625 Thomas Warschauer, PhD, CFP®, San Diego State University Vickie Hampton, PhD, CFP®, Texas Tech University Andrew Head, MA, CFP®, Western Kentucky University 74 Developing Rnancial Planning Recommendations 635 John E. Grable, PhD, CFF®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia 75 Communicating the Financial Planning Recommendations 653 Dave Yeske, DBA, CFF®, Golden Gate University John E. Grable, PhD, CFP®, University of Georgia Contents xi 76 Implementing the Hnancial Planning Recommendations Ronald A. Sages, PhD, AEP®, CTFA, EA Kansas State University 665 77 Monitoring the Hnancial Planning Recommendations Thomas Warschauer, PhD, CFP®, San Diego State University Sharon A. Burns, PhD, CPA (Inactive) 677 PART TURE Introduction 685 Charles R. Chaffin, EdD, CFP Board 78 6athering Data from Clients: Insights from Cognitive Task Analysis Kelly S. Steelman, PhD, Michigan Technological University Jason S. McCarley, PhD, Flinders University John E. Grable, PhD, CFP®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia Dave Yeske, DBA, CFP®, Golden Gate University Charles R. Chaffin, EdD, CFP Board 78 The Need for Education 763 Joyce Schnur, CFP®, MBA, ChFC, Kaplan University Charles R. Chaffin, EdD, CFP Board 80 Hnancial Planning Standards Board 708 Michael Snowdon, CFP®, Financial Planning Standards Board 81 Behavioral Hnance and Its Implications for Hnancial Advisors 737 Keith Redhead, PhD, Coventry University 82 Applications of Behavioral Economics in Personal Hnancial Planning 751 Swarn Chatterjee, PhD, University of Georgia Joseph W. Goetz, PhD, University of Georgia 83 Marriage and Family Therapy Applications to Hnancial Planning 763 Kristy L. Archuleta, PhD, LMFT, Kansas State University D. Bruce Ross III, MS, University of Georgia 84 Hnancial Therapy: The Integration of Hnancial Planning and Theory 778 Kristy L. Archuleta, PhD, LMFT, Kansas State University Bradley T. Klontz, PsyD, CFF®, Kansas State University Sonya L. Britt, PhD, CFP®, Kansas State University 85 Aging Clients: Special Considerations 785 Deanna L. Sharpe, PhD, CFP®, University of Missouri and Requirements Engineering 687 xii CONTENTS 86 Accounting for Urne: Important Distinctions and Concepts for Financial Planners 829 John E.Grable, PhD, CFP®, University of Georgia Robert Rodermund, MS, Lindenwood University 87 The Psychology of Decisions: A Short tutorial 843 Jason S. McCarley, PhD, Flinders University Kelly S. Steelman, PhD, Michigan Technological University John E. Grable, PhD, CFP®, University of Georgia Lance Palmer, PhD, CPA, CFP®, University of Georgia Dave Yeske, DBA, CFP®, Golden Gate University Charles R. Chaffin, EdD, CFP Board CONCLUSION 88 Moving Forward 861 Charles R. Chaffin, EdD, CFP Board Elissa Buie, MBA, CFP®, Golden Gate University Sharon A. Burns, PhD, CPA (Inactive) Vickie Hampton, PhD, CFF®, Texas Tech University Lance Palmer, PhD, CPA, CFP®, University of Georgia Thomas Warschauer, PhD, CFP®, San Diego State University Dave Yeske, DBA, CFP®, Golden Gate University Index 879
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spelling	Chaffin, Charles R. Verfasser (DE-588)1112661395 aut Financial planning competency handbook Charles R. Chaffan, EdD, Editor Second edition Hoboken, New Jersey Wiley [2015] © 2015 XXXIII, 907 Seiten txt rdacontent n rdamedia nc rdacarrier Includes bibliographical references and index Financial planners Investment advisors Finance, Personal Financial planning industry Finanzplanung (DE-588)4017200-4 gnd rswk-swf (DE-588)4143413-4 Aufsatzsammlung gnd-content Finanzplanung (DE-588)4017200-4 s DE-604 Erscheint auch als Online-Ausgabe, EPUB 978-1-119-09501-9 Erscheint auch als Online-Ausgabe, PDF 978-1-119-09502-6 Digitalisierung UB Bamberg - ADAM Catalogue Enrichment application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=028744537&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis
spellingShingle	Chaffin, Charles R. Financial planning competency handbook Includes bibliographical references and index Financial planners Investment advisors Finance, Personal Financial planning industry Finanzplanung (DE-588)4017200-4 gnd
subject_GND	(DE-588)4017200-4 (DE-588)4143413-4
title	Financial planning competency handbook
title_auth	Financial planning competency handbook
title_exact_search	Financial planning competency handbook
title_full	Financial planning competency handbook Charles R. Chaffan, EdD, Editor
title_fullStr	Financial planning competency handbook Charles R. Chaffan, EdD, Editor
title_full_unstemmed	Financial planning competency handbook Charles R. Chaffan, EdD, Editor
title_short	Financial planning competency handbook
title_sort	financial planning competency handbook
topic	Financial planners Investment advisors Finance, Personal Financial planning industry Finanzplanung (DE-588)4017200-4 gnd
topic_facet	Financial planners Investment advisors Finance, Personal Financial planning industry Finanzplanung Aufsatzsammlung
url	http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=028744537&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA
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