Practicing Financial Planning: For Professionals and Cfp(r) Aspirants

12. Auflage 2016
ISBN: 978-93-86042-85-9
Verlag: SAGE PUBN

Buch, Englisch, 852 Seiten, Format (B × H): 197 mm x 235 mm, Gewicht: 1548 g

The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.

Autoren/Hrsg.

Mittra, Sid

Sahu, Anandi P.

Fischer, Brian

Fachgebiete

• Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Anlagen & Wertpapiere

Inhaltsverzeichnis

Foreword by Harold R. Evensky
Preface
Acknowledgments
INTRODUCTION TO FINANCIAL PLANNING AND BASIC TOOLS
Emerging Role of the Financial Planner
Personal Financial Planning Process
Time Value of Money: The Universal Tool
RISK MANAGEMENT PLANNING
Life Insurance: Structure, Concepts, and Planning Strategies
Health, Homeowner’s, Automobile, and Liability Insurance: Structure, Concepts, and Planning
CASH MANAGEMENT AND EDUCATIONAL PLANNING
Cash Management, Savings, Credit, and Debt Planning
Educational Planning
INVESTMENT PLANNING
Investment Products and Markets: An Introduction
Investment Management: Concepts and Strategies
Investment Planning Strategies
TAX PLANNING
Basic Federal Income Tax Structure
Tax Planning: Concepts and Strategies
RETIREMENT PLANNING
Basic Structure of Retirement Income
Retirement Planning: Concepts and Strategies
ESTATE PLANNING
Basic Structure of Estate Planning
Estate Planning: Concepts and Strategies
COMPREHENSIVE FINANCIAL PLAN
Comprehensive Financial Plan
SPECIAL TOPICS IN PLANNING
Divorce: Financial Planning Implications
Planning for Widows
Planning for Nontraditional Families
Management Financial Planning Practice
Sale of Financial Planning Practice
Index

Über Autor(innen)

Fischer, Brian
Brian Fischer, CFA, Financial Analyst at Evensky & Katz/ Foldes Financial Wealth Management. A former commodity options trader, Brian’s experience with the animal spirits of the market combined with his education from the world renown Texas Tech University’s Personal Financial Planning program bring a unique perspective to financial planning.

Mittra, Sid
Sid Mittra, PhD, CFP®, is emeritus professor of finance at Oakland University. He is a past member of the CFP Board. Mittra is in several prestigious listings, including InternationalAuthors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry.

Mittra is the author of more than a dozen books, including Practicing Financial Planning for Professionals and CFP Aspirants (SAGE, 2016, 12th Edition). For many years, he published a weekly newspaper article on personal financial planning topics for The Oakland Press (MI) and The Macomb Daily (MI). His professional articles have appeared in the Journal of Accountancy, Financial Planning, Journal of Financial Planning, Personal Financial Planning, and American Economic Review. Mittra is widely quoted in Money magazine, Kiplinger’s Personal Finance, Financial Advisor, and other magazines and newspapers.

Mittra established and operated a boutique financial consulting firm, Coordinated Financial Planning, subsequently changing the name to Mittra & Associates, for over three decades. He uniquely combines conceptual and theoretical knowledge in financial management with communicative skills. He frequently speaks on financial economics, money, and financial management. He also advises corporations, partnerships, and closely held corporations.

Sahu, Anandi P.
Anandi P. Sahu is a Professor and Chair of Economics at the School of Business Administration, Oakland University, Michigan. He obtained an MA degree and a Ph.D. degree in economics from Washington University in St. Louis in 1985. He has concentrated his research efforts in three fields: macroeconomics, monetary theory, and finance.
Dr Sahu has published numerous articles in scholarly and professional journals. His journal publications include articles in the Southern Economic Journal, Financial Services Review, Quarterly Journal of Business and Economics, Review of Business and Economic Research, Eastern Economic Journal, Journal of Economics and Finance, Journal of Applied Business Research, Public Finance Quarterly, AAII Journal, and Personal Financial Planning. He is also a coauthor of four books: The Economic Legacy of Reagan Years: Euphoria or Chaos? (1991), Defense Spending and Economic Growth (1993), Understanding Macroeconomics (2006), and Practicing Financial Planning for Professionals (2007). He is also the author of An Agenda for a Great America (2008)—a book on long-term US public policy.