Product Details
0-459-57381-0
Supplemented book + CD-ROM
$127 per supplement (3-5 per year). Supplements invoiced separately.
3 volumes looseleaf, filed to date, with 2 months free service
3-Ring Binder
1993-11-01
Carswell

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Guide to Personal Financial Planning
Availability: In Stock
$615.00
Description

The Guide to Personal Financial Planning sets the standard for the activities and practices of Canada’s personal financial planning professionals. Originally developed by a team of senior financial planners with expertise in a wide variety of areas, the Guide is now updated on a quarterly basis by  Alexandra Macqueen, CFP a leading specialist in financial education and technical writing. In one complete and comprehensive publication, the Guide provides:

  • Up-to-date technical information on all subject areas of financial planning: financial management, risk management, tax planning, education planning, retirement planning, estate planning and asset management
  • Quarterly summary of new developments in financial planning
  • The Best Practices System – step-by-step assistance in developing a financial plan and documenting the process
  • Practice management strategies that help financial planners offer their services in an efficient and cost-effective manner

New and experienced planners alike will benefit from the technical detail and practical application of knowledge contained in the Guide to Personal Financial Planning. Table of Contents • Volume 1 • Summary of Professional, Tax and Legislative Developments • Key Facts and Figures • Special Issues • The PFP Process – The Best Practices Approach • Beginning the Engagement (Steps 1 and 2) • Data Gathering (Steps 1 and 2) • Identifying Financial Problems (Step 3) • Cash Management and Budgeting (Step 3) • Risk Management and Insurance • Education Planning and Income Splitting (Step 3) • Volume 2 • Retirement and Financial Independence Planning (Step 3) • Estate and Tax Planning (Step 3) • Investment Planning and Asset Allocation (Step 3) • Developing Final Recommendations (Step 4) • PFP Reports (Step 4) • Implementation and Review (Steps 5 and 6) • Modular Planning and Special Planning Goals • Volume 3 • Regulatory, Ethical and Legal Issues • Computer Resources for PFP • Marketing PFP Services • PFP Practice Administration • Client Profiles • Planning for the Closely Held Business • Planning Strategies - Quick Reference • Financial Tables • Index • Firm Policies.

About the Author

ALEXANDRA MACQUEEN, CFPAlexandra Macqueen has been involved in the financial services industry, as an investment advisor, fee-for-service financial planner, author, instructor and independent consultant for more than a decade.

 Throughout her career, she has been involved in the design and delivery of communications and training materials, and in the development of written materials on financial planning issues. As a technical writer, she has prepared case studies, examination material, and resource material for the Canadian Securities Institute, the Financial Planning Standards Council, and Oliver's Learning. Since 2015, Alexandra has taught a senior undergraduate course on personal finance at the Schulich School of Business at York University.

 Alexandra's first book, Pensionize Your Nest Egg: How to Use How to Use Product Allocation to Create a Guaranteed Income for Life, co-authored with Dr. Moshe Milevsky was published by Wiley Canada in 2010. A revised and updated global edition was published by Wiley Finance in 2015. In 2016, Alexandra edited Successful Defined Contribution Investment Design: How to Align Target-Date, Core, and Income Strategies to the PRICE of Retirement, authored by Stacy Schaus, CFP with Ying Gao, PhD, CFA, CAIA and published by Wiley Finance in 2017.

 Alexandra's articles on financial issues have been published in the Globe and Mail, Policy Options, The Toronto Star, FORUM Magazine, Advisor's Edge, the Retirement Income Journal, and the Insurance & Investment Journal, among others. She has also edited articles published in peer-reviewed academic finance journals, such as the Financial Analysts Journal, the Canadian Tax Journal, and the Journal of Retirement.

Alexandra holds an M.A. in Political Studies from Queen's University. She has held the CFP designation since 2006.