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Personal financial planning

Xem 1-20 trên 83 kết quả Personal financial planning
  • (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 31 4   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 24 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 28 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 26 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 19 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 13 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 10 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 23 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 13 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 14 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 9 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 18 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 15 0   Download

  • Lecture Personal financial planning – Chapter 15: Estate planning. The goals of this chapter are: Determine what estate planning is and how to employ its key topics, conclude that estate planning isn’t only for the rich, recognize the merits of having a will, establish the steps in an overall estate plan,...

    ppt39p thuongdanguyetan03 18-04-2020 19 0   Download

  • Lecture Personal financial planning – Chapter 18: Capital needs analysis. The goals of this chapter are: Understand the role of capital needs in PFP integration, appreciate how risk can alter the capital needs calculation, observe the advantages of a total portfolio management approach,...

    ppt34p thuongdanguyetan03 18-04-2020 9 0   Download

  • The goals of this chapter are: Complete the financial planning project, explain the importance of planning integration, demonstrate how PFP theory can improve the practice of financial planning, use overall planning tools such as SWOT, scenario and sensitivity analysis, list the keys to a successful plan.

    ppt30p thuongdanguyetan03 18-04-2020 13 0   Download

  • 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.

    ppt32p thuongdanguyetan03 18-04-2020 16 0   Download

  • Chapter 1 - Personal financial planning in action. In this chapter, you will learn to: Identify social and economic influences on personal financial goals and decisions, develop personal financial goals, calculate time value of money situations associated with personal financial decisions, implement a plan for making personal financial and career decisions.

    ppt22p estupendo2 12-08-2016 51 2   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

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