Product details

Publisher: 
Carswell
Practice area: 
Finance & banking
Jurisdiction: 
General
Publication date: 
1993-01-11
Carswell

Guide to Personal Financial Planning

Availability: In Stock

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.

Carswell

Guide to Personal Financial Planning

Availability: In Stock

Description

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.