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Personal Financial Planning Book

Personal Financial Planning
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Personal Financial Planning, Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneous, Personal Financial Planning
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Digital Copy
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  • Personal Financial Planning
  • Written by author Lewis J. Altfest
  • Published by McGraw-Hill Companies,Inc., 2006
  • Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneous
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Book Categories

Authors

PART I PLANNING BASICS

Chapter 1 Introduction to PFP


Chapter 2 Time Value of Money


Chapter 3 Beginning the Planning Process

PART II ONGOING HOUSEHOLD PLANNING


Chapter 4 Household Finance


Chapter 5 Financial Statements Analysis


Chapter 6 Cash Flow Planning


Chapter 7 Debt

PART III PORTFOLIO MANAGEMENT


Chapter 8 Non Financial Investments


Chapter 9 Financial Investments


Chapter 10 Risk Management

PART IV SPECIALIZED PLANNING


Chapter 11 Other Insurance


Chapter 12 Retirement Planning


Chapter 13 Educational Planning

PART V TAX AND ESTATE PLANNING


Chapter 14 Tax Planning


Chapter 15 Estate Planning

PART VI PLANNING ESSENTIALS


Chapter 16 Stocks, Bonds and Mutual Funds


Chapter 17 Background Topics

PART VII Integrated Decision Making


Chapter 18 Capital Needs Analysis


Chapter 19 Behavioral Financial Planning


Chapter 20 Completing the Process

PART VIII FURTHER SPECIALIZED TOPICS

A. Special Circumstances Planning


B. Career Basics


C. Regulation


Appendix A Modern Investment Theory


Appendix B Employee Benefits


Appendix C Behavioral Finance-Applications


Appendix D Comprehensive Financial Plan-Dan and Laura


*Web based


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