The New financial planner : a guide to client service / Cathey H. Bertot

By: Material type: TextTextPublication details: Homewood, Illinois : Dow Jones-Irwin, c1986Description: xvi, 266 pages ; 24 cmISBN:
  • 870945874
Subject(s): LOC classification:
  • HG 179.5 .B47 1986
Contents:
Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.
Summary: Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.
Item type: Books
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Holdings
Item type Current library Home library Collection Call number Copy number Status Date due Barcode
Books Books National University - Manila LRC - Annex Relegation Room Financial Management GC HG 179.5 .B47 1986 (Browse shelf(Opens below)) c.1 Available NULIB000006108

Includes index.

Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.

Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.

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