Personal Financial Planning / Edition 2

by Lewis J. Altfest

Overview

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 simultaneously providing a platform for further research and innovation within the discipline. Altfest's innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject.

Product Details

ISBN-13:	2901259277183
Publication date:	03/18/2016
Pages:	704
Product dimensions:	8.30(w) x 10.10(h) x 1.20(d)

Table of Contents

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