Guide to Personal Financial Planning

What’s inside

Table of contents

Table of content not available at this time

Index

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Release notes

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Details and specs


The Guide to Personal Financial Planning sets the standard for the activities and practices of Canadas 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, and David Field, CFP.

In one complete and comprehensive publication, this work 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.

Publisher:
Carswell

Practice Area:
Finance & banking

Jurisdiction:
General

Publication Date:
1993-01-11

Hardcover Specifications

Service #:
30842679

Sub #:
30842249

Pages:
N/A

Shelf Space:
N/A

Volume:
N/A

Anticip Unkeep Cost:
N/A

eBook Specifications

ISBN:
N/A