How to read a financial report? An annual report is unfamiliar terrain to many people. For those who are not accountants, analysts or financial planners, this booklet can help them to better understand such reports and possibly become more informed investors.
Learning outcomes in this chapter: Identify the benefits of using personal financial planning techniques to manage your finances; describe the personal financial process and define your goals; explain the life cycle of financial plans, the role they play in achieving your financial goals, how to deal with special planning concerns, and the use of professional financial planners;...
The objective of this book is to help financial planners improve
their spreadsheet skills by providing a structured approach to
developing spreadsheets for forecasting, financial planning and
The book assumes that the reader is familiar with the basic operation
of Excel and is not intended for beginners.
The book has been divided into four parts covering the areas of
spreadsheet design for all types of planning, forecasting, business
planning and budgeting.
This book is dedicated to the many students we have taught over the years,
whose thought-provoking questions led us to rethink what we had learned as
graduate students. For all such questioning minds, we offer the research efforts
of scholars around the world who have come to the conclusion that uncertainty
can be decomposed into a risk component and a reward component; that all
uncertainty is not bad.
This chapter’s objectives are to: Evaluate financial planning as a business, construct a business plan for a PFP business, define the major types of planner compensation, appreciate the importance of marketing and the ways of doing it, classify common profiles for planning as a career.
In time of crisis, one is looking for an edge over
During the last three years, the number of candidates
registering for various certifications has exploded.
If you are planning to enter the finance industry or try
to give a boost to your career, this article will help
you to choose the right designation.
For people not familiar with finance professional
designations, before registering, generally you have
Investment professionals offer a variety of services at a variety
of prices. It pays to comparison shop. You can get investment
advice from most financial institutions that sell investments,
including brokerages, banks, mutual funds, and insurance com-
panies. You can also hire a broker, an investment adviser, an ac-
countant, a financial planner, or other professional to help you
make investment decisions.