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

By:

Bertot, Cathey H [author]

Material type: Text

TextPublication details: Homewood, Illinois : Dow Jones-Irwin, c1986Description: xvi, 266 pages ; 24 cmISBN:

870945874

Subject(s):

FINANCE

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	National University - Manila	LRC - Annex Relegation Room	Financial Management	GC HG 179.5 .B47 1986 (Browse shelf(Opens below))	c.1	Available		NULIB000006108

Browsing LRC - Annex shelves, Shelving location: Relegation Room, Collection: Financial Management Close shelf browser (Hides shelf browser)

Previous	No cover image available	No cover image available	No cover image available	No cover image available	No cover image available	No cover image available		Next
Previous	GC HF 5667 .R63 1988 Auditing /	GC HF 5681 .M35 1983 c.1 Analyzing financial statements /	GC HF 5681 .M35 1983 c.2 Analyzing financial statements /	GC HG 179.5 .B47 1986 The New financial planner : a guide to client service /	GC HG 1601 .T44 1981 The Banking job finder.	GC HG 179 .A45 1983 Creating wealth /	GC HG 179 .K37 1988 c.1 Personal finance /	Next

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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