Author: Kevin M. LynchPublisher:
ISBN: 9781582932347
Category :
Languages : en
Pages : 918
Book Description
Fundamentals of Insurance Planning, Sixth Edition
Author: Kevin M. LynchPublisher:
ISBN: 9781582932347
Category :
Languages : en
Pages : 918
Book Description
Fundamentals of Financial Planning
Author: Michael A. DaltonPublisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278
Book Description
Essentials of Personal Financial Planning
Author: Susan M. TilleryPublisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Fundamentals of Risk and Insurance
Author: Emmett J. VaughanPublisher: John Wiley & Sons
ISBN:
Category : Business & Economics
Languages : en
Pages : 664
Book Description
This classic, comprehensive book is divided into three sections. The first section examines the concept of risk, the nature of the insurance device, and the principles of risk management. This section also provides an overview of the insurance industry. The second section examines the traditional fields of life and health insurance as solutions to the risks connected with the loss of income. The Social Security system, workers compensation, and other social insurance coverages are discussed. The final section deals with the risks associated with the ownership of property and legal liability. Updated to reflect the changes in the field of insurance since 1996, and a listing of Web sites of interest.
The Playbook
Author: Benjamin JamesPublisher:
ISBN: 9781735377704
Category :
Languages : en
Pages :
Book Description
Fundamentals of Insurance
Author: Tena B. CrewsPublisher: Cengage Learning
ISBN: 9781439042090
Category : Insurance
Languages : en
Pages : 320
Book Description
FUNDAMENTALS OF INSURANCE, 2E, International Edition combines hands-on activities, examples from news-making companies, creative special features, and solid content to give your students a full understanding of insurance. Extensive use of activities help students better understand the importance of insurance and how it affects them today—and through to their retirement days.Insurance careers are integrated throughout the text, as well as being provided as a focus in their own chapter. Research questions require students to make contact with the insurance world where they will get additional career information and bring interest and realism into the classroom. Students learn the importance of risk management, property and auto insurance, health coverage, insurance rates, claims procedures, careers in insurance, annuities and planning for retirement.
CFP Board Financial Planning Competency Handbook
Author: CFP BoardPublisher: John Wiley & Sons
ISBN: 1119094984
Category : Business & Economics
Languages : en
Pages : 945
Book Description
The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Fundamentals of Insurance Planning, Fifth Edition
Author: Kevin M. LynchPublisher:
ISBN: 9781582931302
Category : Finance, Personal
Languages : en
Pages : 918
Book Description
Personal Financial Planning
Author: Lewis AltfestPublisher: McGraw-Hill Higher Education
ISBN: 1259357422
Category :
Languages : en
Pages : 703
Book Description
Principles of Risk Management and Insurance
Author: George E. RejdaPublisher: Pearson Education India
ISBN: 9788131725849
Category :
Languages : en
Pages : 772
Book Description