Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Download or read book Cases in Financial Planning written by Michael A. Dalton and published by . This book was released on 2017 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Analysis Planning And Forecasting Theory And Application Third Edition written by Cheng Few Lee and published by World Scientific Publishing Company. This book was released on 2016-08-10 with total page 1390 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is an introduction-level text that reviews, discusses, and integrates both theoretical and practical corporate analysis and planning. The field can be divided into five parts: (1) Information and Methodology for Financial Analysis; (2) Alternative Finance Theories and Cost of Capital; (3) Capital Budgeting and Leasing Decisions; (4) Corporate Policies and their Interrelationships; (5) Financial Planning and Forecasting.The theories used and discussed in this book can be grouped into the following classical theoretical areas of corporate finance: (1) Pre-M&M Theory, (2) M&M Theory, (3) CAPM, and (4) Option Pricing Theory (OPT). The interrelationships among these theories are carefully analyzed. Real world examples are used to enrich the learning experience; and alternative planning and forecasting models are used to show how the interdisciplinary approach can be used to make meaningful financial-management decisions.In this third edition, we have extensively updated and expanded the topics of financial analysis, planning and forecasting. New chapters were added, and some chapters combined to present a holistic view of the subject and much of the data revised and updated.

Download or read book College Success written by Amy Baldwin and published by . This book was released on 2020-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Planning Analysis and Performance Management written by Jack Alexander and published by John Wiley & Sons. This book was released on 2018-06-13 with total page 647 pages. Available in PDF, EPUB and Kindle. Book excerpt: Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.

Download or read book Personal Finance written by Vickie L Bajtelsmit and published by John Wiley & Sons. This book was released on 2024-04 with total page 514 pages. Available in PDF, EPUB and Kindle. Book excerpt: "With the highest inflation in decades, her graduation cohort faced much higher costs for rent and food, without the benefit of similarly higher salary offers. Many of her friends, particularly those who had high levels of student loan and credit card debts, decided to move back home with their families temporarily to help make ends meet. Recent evidence suggests that as many as 20 percent of young adults are now living with their parents-about twice as many as did so in past decades. In fact, as more kids come home to roost with their Baby Boom parents, it's increasingly common to hear them called the "boomerang" generation"--

Download or read book Personal Financial Planning written by and published by . This book was released on 2001 with total page 926 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Software Applications Concepts Methodologies Tools and Applications written by Tiako, Pierre F. and published by IGI Global. This book was released on 2009-03-31 with total page 3994 pages. Available in PDF, EPUB and Kindle. Book excerpt: Includes articles in topic areas such as autonomic computing, operating system architectures, and open source software technologies and applications.

Download or read book Financial Planning Essentials written by Warren McKeown and published by John Wiley & Sons. This book was released on 2024-10-28 with total page 516 pages. Available in PDF, EPUB and Kindle. Book excerpt: The second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.

Download or read book Personal Financial Planning written by Lewis Altfest and published by McGraw-Hill Higher Education. This book was released on 2016-01-22 with total page 703 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Planning Fundamentals written by Jill Booker and published by CCH Canadian Limited. This book was released on 2006 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 726 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

Download or read book The Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2013-04-03 with total page 555 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more

Download or read book ICEBE 2021 written by Darmawan Napitupulu and published by European Alliance for Innovation. This book was released on 2022-04-20 with total page 501 pages. Available in PDF, EPUB and Kindle. Book excerpt: ICEBE is “International Conference of Economics, Business & Entrepreneurship on Global Innovation and Trend in Economy”. The fourth ICEBE 2021 conference was held on October 7, 2021 as a joint collaboration from four distinguished universities in Indonesia, which are Universitas Lampung, Universitas Multimedia Nusantara, Universitas Bhayangkara Raya Jaya and Universitas Malahayati. This conference has brought researchers, scholars and practitioners who were passionate to share their thoughts and research findings on current business management, accounting and economics latest issues. The theme of ICEBE 2021 was “Reshaping Business Strategy Through Technological Innovation from Post Covid-19 Recovery”.

Download or read book SAP NetWeaver BI Integrated Planning for Finance written by Kumar Srinivasan and published by SAP PRESS. This book was released on 2007 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: his practical reference introduces you to the BI Integrated Planning tool, an integral part of the SAP NetWeaver 2004s platform. Avoid spending countless hours researching the various options available in the BI Integrated Planning tool - as all the resources you need are right here in this convenient guide. Readers learn how best to configure, develop, and manage a planning application, plus much more. The authors take you on a journey, the goal of which is to make BI Integrated Planning for Finance more accessible. Real-world, practical examples help you learn vital concepts via a step-by-step, easy-to-understand approach. You'll quickly enhance your understanding of the importance of planning and then leverage that knowledge to build a complete financial planning application using SAP BI Integrated Planning. The highly-detailed examples help you develop a deeper understanding of the various features and allow you the opportunity to then reproduce them in your own environment, showing you firsthand how the BI Integrated Planning tool really works. Plus, readers also get expert guidance on the fundamentals of developing their own custom financial planning applications.Whether you're a functional analyst, a consultant, a business manager or a developer, this book goes beyond the basics to help you build world class planning applications in support of your organization's most important business processes.

Download or read book Catalog of Federal Domestic Assistance written by and published by . This book was released on 1991 with total page 1728 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identifies and describes specific government assistance opportunities such as loans, grants, counseling, and procurement contracts available under many agencies and programs.