Practicing financial planning :: for professionals and CFP aspirants /
A comprehensive text for CFP® aspirants and a must-have companion for financial planners.
Gespeichert in:
| Hauptverfasser: | , , |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Los Angeles :
SAGE,
2016.
|
| Ausgabe: | Twelfth edition. |
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Zusammenfassung: | A comprehensive text for CFP® aspirants and a must-have companion for financial planners. |
| Beschreibung: | 1 online resource : illustrations |
| ISBN: | 9789386062024 938606202X 9789386062031 9386062038 |
Internformat
MARC
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| 245 | 1 | 0 | |a Practicing financial planning : |b for professionals and CFP aspirants / |c Sid Mittra, Anandi P. Sahu, Brian Fischer. |
| 250 | |a Twelfth edition. | ||
| 264 | 1 | |a Los Angeles : |b SAGE, |c 2016. | |
| 300 | |a 1 online resource : |b illustrations | ||
| 336 | |a text |b txt |2 rdacontent | ||
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| 505 | 0 | |a Cover; Half title page; Marketing page; Title page; Copyright page; Contents; Detailed Contents; Foreword; Preface to the Twelfth Edition; Acknowledgments; About the Authors; Introduction to Financial Planning and Basic Tools; 1 Emerging Role of the Financial Planner; 2 Personal Financial Planning Process; 3 Time Value of Money: The Universal Tool; Risk Management Planning; 4 Life Insurance: Structure, Concepts, and Planning Strategies; 5 Health, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and Planning; Cash Management and Educational Planning. | |
| 505 | 8 | |a 6 Cash Management, Savings, Credit, and Debt Planning7 Educational Planning; Investment Planning; 8 Investment Products and Markets: An Introduction; 9 Investment Management: Concepts and Strategies; 10 Investment Planning Strategies; Tax Planning; 11 Basic Federal Income Tax Structure; 12 Tax Planning: Concepts and Strategies; Retirement Planning; 13 Basic Structure of Retirement Income; 14 Retirement Planning: Concepts and Strategies; Estate Planning; 15 Basic Structure of Estate Planning; 16 Estate Planning: Concepts and Strategies; Comprehensive Financial Plan. | |
| 505 | 8 | |a 17 Comprehensive Financial PlanningSpecial Topics in Planning; 18 Divorce: Financial Planning Implications; 19 Planning for Widows; 20 Planning for Nontraditional Families; 21 Management of Financial Planning Practice; 22 Sale of Financial Planning Practice; Index. | |
| 520 | |a A comprehensive text for CFP® aspirants and a must-have companion for financial planners. | ||
| 650 | 0 | |a Financial planners. |0 http://id.loc.gov/authorities/subjects/sh86000185 | |
| 650 | 0 | |a Investment advisors. |0 http://id.loc.gov/authorities/subjects/sh85067705 | |
| 650 | 0 | |a Finance, Personal. |0 http://id.loc.gov/authorities/subjects/sh85048263 | |
| 650 | 6 | |a Planificateurs financiers. | |
| 650 | 6 | |a Conseillers en placements. | |
| 650 | 7 | |a investment counsels. |2 aat | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Finance. |2 bisacsh | |
| 650 | 7 | |a Finance, Personal |2 fast | |
| 650 | 7 | |a Financial planners |2 fast | |
| 650 | 7 | |a Investment advisors |2 fast | |
| 700 | 1 | |a Sahu, Anandi Prasad, |e author. |0 http://id.loc.gov/authorities/names/n88639704 | |
| 700 | 1 | |a Fischer, Brian, |e author. | |
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Datensatz im Suchindex
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| author | Mittra, Sid, 1930- Sahu, Anandi Prasad Fischer, Brian |
| author_GND | http://id.loc.gov/authorities/names/n79105726 http://id.loc.gov/authorities/names/n88639704 |
| author_facet | Mittra, Sid, 1930- Sahu, Anandi Prasad Fischer, Brian |
| author_role | aut aut aut |
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| contents | Cover; Half title page; Marketing page; Title page; Copyright page; Contents; Detailed Contents; Foreword; Preface to the Twelfth Edition; Acknowledgments; About the Authors; Introduction to Financial Planning and Basic Tools; 1 Emerging Role of the Financial Planner; 2 Personal Financial Planning Process; 3 Time Value of Money: The Universal Tool; Risk Management Planning; 4 Life Insurance: Structure, Concepts, and Planning Strategies; 5 Health, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and Planning; Cash Management and Educational Planning. 6 Cash Management, Savings, Credit, and Debt Planning7 Educational Planning; Investment Planning; 8 Investment Products and Markets: An Introduction; 9 Investment Management: Concepts and Strategies; 10 Investment Planning Strategies; Tax Planning; 11 Basic Federal Income Tax Structure; 12 Tax Planning: Concepts and Strategies; Retirement Planning; 13 Basic Structure of Retirement Income; 14 Retirement Planning: Concepts and Strategies; Estate Planning; 15 Basic Structure of Estate Planning; 16 Estate Planning: Concepts and Strategies; Comprehensive Financial Plan. 17 Comprehensive Financial PlanningSpecial Topics in Planning; 18 Divorce: Financial Planning Implications; 19 Planning for Widows; 20 Planning for Nontraditional Families; 21 Management of Financial Planning Practice; 22 Sale of Financial Planning Practice; Index. |
| ctrlnum | (OCoLC)976441617 |
| dewey-full | 332.024 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.024 |
| dewey-search | 332.024 |
| dewey-sort | 3332.024 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| edition | Twelfth edition. |
| format | Electronic eBook |
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| id | ZDB-4-EBA-ocn976441617 |
| illustrated | Illustrated |
| indexdate | 2024-11-27T13:27:44Z |
| institution | BVB |
| isbn | 9789386062024 938606202X 9789386062031 9386062038 |
| language | English |
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| spelling | Mittra, Sid, 1930- author. https://id.oclc.org/worldcat/entity/E39PBJkHtDMjYbXwqVTPmKVHmd http://id.loc.gov/authorities/names/n79105726 Practicing financial planning : for professionals and CFP aspirants / Sid Mittra, Anandi P. Sahu, Brian Fischer. Twelfth edition. Los Angeles : SAGE, 2016. 1 online resource : illustrations text txt rdacontent still image sti rdacontent computer c rdamedia online resource cr rdacarrier CIP data; item not viewed. Cover; Half title page; Marketing page; Title page; Copyright page; Contents; Detailed Contents; Foreword; Preface to the Twelfth Edition; Acknowledgments; About the Authors; Introduction to Financial Planning and Basic Tools; 1 Emerging Role of the Financial Planner; 2 Personal Financial Planning Process; 3 Time Value of Money: The Universal Tool; Risk Management Planning; 4 Life Insurance: Structure, Concepts, and Planning Strategies; 5 Health, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and Planning; Cash Management and Educational Planning. 6 Cash Management, Savings, Credit, and Debt Planning7 Educational Planning; Investment Planning; 8 Investment Products and Markets: An Introduction; 9 Investment Management: Concepts and Strategies; 10 Investment Planning Strategies; Tax Planning; 11 Basic Federal Income Tax Structure; 12 Tax Planning: Concepts and Strategies; Retirement Planning; 13 Basic Structure of Retirement Income; 14 Retirement Planning: Concepts and Strategies; Estate Planning; 15 Basic Structure of Estate Planning; 16 Estate Planning: Concepts and Strategies; Comprehensive Financial Plan. 17 Comprehensive Financial PlanningSpecial Topics in Planning; 18 Divorce: Financial Planning Implications; 19 Planning for Widows; 20 Planning for Nontraditional Families; 21 Management of Financial Planning Practice; 22 Sale of Financial Planning Practice; Index. A comprehensive text for CFP® aspirants and a must-have companion for financial planners. Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Finance, Personal. http://id.loc.gov/authorities/subjects/sh85048263 Planificateurs financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Finance, Personal fast Financial planners fast Investment advisors fast Sahu, Anandi Prasad, author. http://id.loc.gov/authorities/names/n88639704 Fischer, Brian, author. Print version: 9789386042859 FWS01 ZDB-4-EBA FWS_PDA_EBA https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1488136 Volltext |
| spellingShingle | Mittra, Sid, 1930- Sahu, Anandi Prasad Fischer, Brian Practicing financial planning : for professionals and CFP aspirants / Cover; Half title page; Marketing page; Title page; Copyright page; Contents; Detailed Contents; Foreword; Preface to the Twelfth Edition; Acknowledgments; About the Authors; Introduction to Financial Planning and Basic Tools; 1 Emerging Role of the Financial Planner; 2 Personal Financial Planning Process; 3 Time Value of Money: The Universal Tool; Risk Management Planning; 4 Life Insurance: Structure, Concepts, and Planning Strategies; 5 Health, Homeowner's, Automobile, and Liability Insurance: Structure, Concepts, and Planning; Cash Management and Educational Planning. 6 Cash Management, Savings, Credit, and Debt Planning7 Educational Planning; Investment Planning; 8 Investment Products and Markets: An Introduction; 9 Investment Management: Concepts and Strategies; 10 Investment Planning Strategies; Tax Planning; 11 Basic Federal Income Tax Structure; 12 Tax Planning: Concepts and Strategies; Retirement Planning; 13 Basic Structure of Retirement Income; 14 Retirement Planning: Concepts and Strategies; Estate Planning; 15 Basic Structure of Estate Planning; 16 Estate Planning: Concepts and Strategies; Comprehensive Financial Plan. 17 Comprehensive Financial PlanningSpecial Topics in Planning; 18 Divorce: Financial Planning Implications; 19 Planning for Widows; 20 Planning for Nontraditional Families; 21 Management of Financial Planning Practice; 22 Sale of Financial Planning Practice; Index. Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Finance, Personal. http://id.loc.gov/authorities/subjects/sh85048263 Planificateurs financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Finance, Personal fast Financial planners fast Investment advisors fast |
| subject_GND | http://id.loc.gov/authorities/subjects/sh86000185 http://id.loc.gov/authorities/subjects/sh85067705 http://id.loc.gov/authorities/subjects/sh85048263 |
| title | Practicing financial planning : for professionals and CFP aspirants / |
| title_auth | Practicing financial planning : for professionals and CFP aspirants / |
| title_exact_search | Practicing financial planning : for professionals and CFP aspirants / |
| title_full | Practicing financial planning : for professionals and CFP aspirants / Sid Mittra, Anandi P. Sahu, Brian Fischer. |
| title_fullStr | Practicing financial planning : for professionals and CFP aspirants / Sid Mittra, Anandi P. Sahu, Brian Fischer. |
| title_full_unstemmed | Practicing financial planning : for professionals and CFP aspirants / Sid Mittra, Anandi P. Sahu, Brian Fischer. |
| title_short | Practicing financial planning : |
| title_sort | practicing financial planning for professionals and cfp aspirants |
| title_sub | for professionals and CFP aspirants / |
| topic | Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Finance, Personal. http://id.loc.gov/authorities/subjects/sh85048263 Planificateurs financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Finance, Personal fast Financial planners fast Investment advisors fast |
| topic_facet | Financial planners. Investment advisors. Finance, Personal. Planificateurs financiers. Conseillers en placements. investment counsels. BUSINESS & ECONOMICS Finance. Finance, Personal Financial planners Investment advisors |
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