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Financial plans

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  • For the company to achieve future financial goals, through the annual financial statements is expected to predict future growth and capital needs of the situation 。 Can be roughly divided into the most optimistic, most pessimistic and normal, etc. Financial planning should be to make a prediction for the future, and based on certain assumptions. Once these assumptions are defeated by facts (such as assuming stable economic growth, but then gradually decline), the administrator shall immediately make appropriate amendments to reflect the real situation 。...

    ppt17p msnhinh610 19-08-2012 85 20   Download

  • (bq) part 2 book "personal financial planning" has contents: insuring your life, insuring your health, protecting your property, investment planning, investing in stocks and bonds, investing in mutual funds and real estate, planning for retirement, planning for retirement.

    pdf301p bautroibinhyen23 02-04-2017 27 4   Download

  • 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;...

    ppt23p estupendo2 12-08-2016 47 2   Download

  • Contents: What is Financial Planning?, Financial Planning Models, The Percentage of Sales Approach, External Financing and Growth, Some Caveats Regarding Financial Planning Models.

    ppt53p cutyhn 16-03-2017 17 2   Download

  • (bq) part 1 book "personal financial planning" has contents: understanding the financial planning process, developing your financial statements and plans, preparing your taxes, managing your cash and savings, making automobile and housing decisions, using credit, using consumer loans,...and other contents.

    pdf276p bautroibinhyen23 02-04-2017 22 2   Download

  • (bq) part 1 book "personal financial planning" has contents: understanding the financial planning process, developing your financial statements and plans, preparing your taxes, managing your cash and savings, making automobile and housing decisions, using credit,...and other contents.

    pdf294p bautroibinhyen23 02-04-2017 26 1   Download

  • (bq) part 2 book "personal financial planning" has contents: insuring your health, protecting your property, investment planning, investing in stocks and bond, investing in mutual funds and real estate, planning for retirement, preserving your estate.

    pdf257p bautroibinhyen23 02-04-2017 24 1   Download

  • Chapter 17 - Financial planning and forecasting. This chapter presents the following content: Forecasting sales, projecting the assets and internally generated funds, projecting outside funds needed, deciding how to raise funds.

    ppt25p hihihaha8 10-04-2017 28 1   Download

  • After completing this unit, you should be able to: Be able to compute the operating and cash cycles and understand why they are important, understand the different types of short-term financial policy, understand the essentials of short-term financial planning.

    ppt35p nomoney12 04-05-2017 25 1   Download

  • Chapter 9 - Financial planning and forecasting financial statements. This chapter presents the following content: Financial planning, additional funds needed (AFN) formula, forecasted financial statements.

    ppt40p nomoney12 04-05-2017 36 1   Download

  • Lecture Personal financial planning – Chapter 10: Risk management. The goals of this chapter are: Evaluate risk management as an overall household approach, distinguish the types of risk that people are exposed to, demonstrate how risk modification leads to improved financial management,...

    ppt41p thuongdanguyetan03 18-04-2020 17 1   Download

  • The chapter introduces personal financial planning (PFP) and its process for your preliminary examination. This chapter’s objectives are to: Understand what personal financial planning (PFP) is and how it works, place goals at the head of the PFP process, develop familiarity with PFP’s financial and personal frameworks.

    ppt31p thuongdanguyetan03 18-04-2020 15 0   Download

  • Lecture Personal financial planning – Chapter 2: The time value of money. The time value of money is one of the basic ideas in finance. As such, it is very important that you understand how to use it in decision making.

    ppt46p thuongdanguyetan03 18-04-2020 12 0   Download

  • Lecture Personal financial planning – Chapter 3: Beginning the planning process. Communication, data gathering, and goal setting are interrelated topics. Our objective is to begin the planning process smoothly so that goal establishment and data gathering occur correctly and the required information is received.

    ppt42p thuongdanguyetan03 18-04-2020 7 0   Download

  • Lecture Personal financial planning – Chapter 4: Household finance. Household finance and PFP theory reflect the basic thought that a household can be perceived as a business and include all resources in making its decisions.

    ppt38p thuongdanguyetan03 18-04-2020 17 0   Download

  • Lecture Personal financial planning – Chapter 5: Financial statements analysis. The goals of this chapter are: Recognize the importance of financial statements to PFP, produce and evaluate a balance sheet, construct a cash flow statement, compare finance and accounting based techniques.

    ppt39p thuongdanguyetan03 18-04-2020 12 0   Download

  • Lecture Personal financial planning – Chapter 6: Cash flow planning. The goals of this chapter are: Apply cash flow analysis to household finance, treat cash flow planning as a central activity in PFP, utilize budgeting techniques effectively, develop savings approaches, employ financial ratios as an evaluation method.

    ppt43p thuongdanguyetan03 18-04-2020 13 0   Download

  • Lecture Personal financial planning – Chapter 8: Nonfinancial investments. The household can be separated into financial and nonfinancial investments. Nonfinancial investments are the real and human-related assets that contribute importantly to your household portfolio.

    ppt42p thuongdanguyetan03 18-04-2020 8 0   Download

  • Lecture Personal financial planning – Chapter 12: Retirement planning. The goals of this chapter are: Recognize the importance of planning for retirement, evaluate retirement savings structures, weigh the advantages and disadvantages of pensions as compared with personal savings vehicles,...

    ppt41p thuongdanguyetan03 18-04-2020 14 0   Download

  • Lecture Personal financial planning – Chapter 13: Educational planning. The goals of this chapter are: Create an educational planning policy, calculate the amount of educational savings needed annually, establish the relevance of educational planning to overall needs,...

    ppt28p thuongdanguyetan03 18-04-2020 14 0   Download

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