Personal Financial Planning
Theory and Practice
Published on 28. November 2004
Book
Paperback/Softback
416 pages
978-0-273-68101-4 (ISBN)
Description
Covering both theory and practice, Personal Financial Planning: Theory and Practice provides a broad and deep understanding of all aspects of personal finance, both from an academic and practical perspective.
More details
Language
English
Place of publication
Harlow
United Kingdom
Publishing group
Pearson Education Limited
Target group
Professional and scholarly
Dimensions
Height: 244 mm
Width: 187 mm
Thickness: 26 mm
Weight
800 gr
ISBN-13
978-0-273-68101-4 (9780273681014)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Content
PREFACE
ACKNOWLEDGEMENTS
HOW TO USE THIS BOOK
PART ONE: THE SOCIAL, ECONOMIC, AND REGULATORY FRAMEWORK FOR FINANCIAL PLANNING
1. The principles of modern financial planning
2. The economic and regulatory environment
3. Market fundamentals
4. Asset classes and investment styles
5. Asset allocation in portfolio construction
6. Performance measurement and monitoring
PART TWO: PUTTING THE THEORY INTO PRACTICE
7. Protection insurance
8. Banking and debt
9. Savings
10. Gilts and bonds
11. Equities
12. Collective funds 1
13. Collective funds 2
14. Tax-efficient wrappers and administration platforms
15. Ethical investments, pensions and banking
16. Tangible (alternative) assets
17. Property
18. Lloyd's of London
19. Taxation
20. Education fee planning
21. State pensions
22. Defined benefit occupational pension schemes
23. Defined contribution schemes and plans
24. DC funds and the retirement income
25. Working and retiring abroad
APPENDICES
ACKNOWLEDGEMENTS
HOW TO USE THIS BOOK
PART ONE: THE SOCIAL, ECONOMIC, AND REGULATORY FRAMEWORK FOR FINANCIAL PLANNING
1. The principles of modern financial planning
2. The economic and regulatory environment
3. Market fundamentals
4. Asset classes and investment styles
5. Asset allocation in portfolio construction
6. Performance measurement and monitoring
PART TWO: PUTTING THE THEORY INTO PRACTICE
7. Protection insurance
8. Banking and debt
9. Savings
10. Gilts and bonds
11. Equities
12. Collective funds 1
13. Collective funds 2
14. Tax-efficient wrappers and administration platforms
15. Ethical investments, pensions and banking
16. Tangible (alternative) assets
17. Property
18. Lloyd's of London
19. Taxation
20. Education fee planning
21. State pensions
22. Defined benefit occupational pension schemes
23. Defined contribution schemes and plans
24. DC funds and the retirement income
25. Working and retiring abroad
APPENDICES