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ISBN10: 1259277186 | ISBN13: 9781259277184
ISBN10: 1259277186
ISBN13: 9781259277184
* The estimated amount of time this product will be on the market is based on a number of factors, including faculty input to instructional design and the prior revision cycle and updates to academic research-which typically results in a revision cycle ranging from every two to four years for this product. Pricing subject to change at any time.
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Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique take on this important subject.
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 TOPICSA. 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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