The Tools & Techniques of Financial Planning
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 256 |
Release | : 1986 |
Genre | : Business & Economics |
ISBN | : |
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Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 256 |
Release | : 1986 |
Genre | : Business & Economics |
ISBN | : |
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 2002 |
Genre | : Finance, Personal |
ISBN | : 9780872186156 |
Author | : Stephan Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 2023-09-11 |
Genre | : |
ISBN | : 9781588528124 |
Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features: Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, investment, estate and insurance planning, and tax issues In-depth discussions of fundamental concepts like business law, property ownership and economic principles A comprehensive guide to calculating time value of money with keystroke solutions and practical examples Professional ethics for major professional organizations and practice standards in the financial planning field Helpful examples show how concepts apply for real-world planning scenarios Detailed citations that provide jumping off points for more detailed research needs New in the 14th Edition: Newly revised chapter on Time Value of Money which includes the basic concepts of TVM and step-by-step calculator instructions to solve TVM calculations Updated tax and accounting information, including updated statistics and government policy information Updated insurance and risk management content Key Topics Covered: Time Value of Money CFP Standards Budget and cash management Credit and debit management The planner-client relationship As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 2015-04-20 |
Genre | : Finance, Personal |
ISBN | : 9781941627518 |
The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 2004 |
Genre | : Finance, Personal |
ISBN | : 9780872186569 |
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 1998 |
Genre | : Finance, Personal |
ISBN | : 9780872181953 |
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 568 |
Release | : 2004 |
Genre | : Business & Economics |
ISBN | : |
Author | : Stephan R. Leimberg |
Publisher | : |
Total Pages | : 0 |
Release | : 2012-06-12 |
Genre | : Finance, Personal |
ISBN | : 9781936362844 |
Author | : Stephan Leimberg |
Publisher | : |
Total Pages | : 656 |
Release | : 2019-08-30 |
Genre | : |
ISBN | : 9781949506518 |
Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of the products being offered. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features: Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues In-depth discussions of fundamental concepts like time value of money, business law, and economic principles Ethical and practice standards for major professional organizations in the financial planning field Helpful examples show how concepts apply for real-world planning scenarios Detailed citations that provide jumping off points for more detailed research needs New in the 13th Edition: Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board Updated insurance and risk management content, including the new commercial flood program Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses New chapter on state best interest requirements, including New York's Section 187 Topics Covered: Principles and Processes of Financial Planning Education and Retirement Planning Tax and Investment Issues Estate Planning The Planner-Client Relationship Practice Standards and Ethical Considerations Ethical Rules for the CFP Board Financial Planning Goals Planning for Special Needs Financial Planning Fundamentals Cash and Budget Management Credit and Debt Management Time Value of Money and Quantitative Analysis Legal Issues Wills and Trusts Related Disciplines Risk Management and Insurance Health, Disability, and Long-Term Care Insurance State Best Interest Requirements And More! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.
Author | : Jack Alexander |
Publisher | : John Wiley & Sons |
Total Pages | : 647 |
Release | : 2018-06-13 |
Genre | : Business & Economics |
ISBN | : 1119491487 |
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.