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Fundamentals of Personal Financial Planning
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Fundamentals of Personal Financial Planning Paperback - 2003

by Mershon, Jeffrey B

  • Used
  • very good
  • Paperback
  • Signed
  • first

Description

Boca Raton, FL.: Kaplan College, 2003. Comprehensive text written by a leader in the field, contains detailed topics in data gathering; client attitudes and behavioral characteristics; personal financial statements and budgeting; managing debt; regulation of financial planning activities; CFP Board's code of ethics, professional responsibility, and related disciplinary rules and procedures; business law as it relates to financial planning; introduction to education funding; the implications of property titling; planning for financial windfalls; the economic environment; time value of money concepts and applications; quantitative analysis; etc. 400 pgs. Minimal shelfwear. Includes a signed presentation letter by the author.. Signed by Author. First Edition. Soft Cover. Very Good/ . 4to - over 9¾" - 12" tall.
Used - Very Good
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