Introduction to Personal Financial Planning: A Practical Approach
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Introduction to Personal Financial Planning: A Practical Approach

Introduction to Personal Financial Planning: A Practical Approach

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About the Book

Introduction to Personal Financial Planning: A Practical Approach is a concise, rigorous, and exciting textbook for students enrolled in an introductory course to finance and personal finance. Every topic of this text is infused with real life examples and practical applications, allowing students to realize how they can personally benefit from the material they study. Introduction to Personal Financial Planning: A Practical Approach features: Practical Applications and end of Chapter Review Questions An Instructor’s Manual with solutions to chapter Review Questions PowerPoint slides and Test Bank Updated chapters with the latest income tax, Retirement, and estate tax changes  

Table of Contents:
About the Authors Preface CHAPTER ONE Personal Financial Planning 1.1 Introduction 1.2 The Financial Planning Process 1.3 The CFP Board of Standards Code of Ethics and Professional Responsibility 1.4 Practical Application: Meet the Milfords Summary Review Questions Appendix CHAPTER TWO Time Value of Money: Loan and Investment Calculations 2.1 Introduction 2.2 Annuities 2.3 Perpetuities Summary Review Questions CHAPTER THREE Applied Time Value of Money 3.1 Introduction 3.2 Annuities and More Frequent Compounding 3.3 Growing Annuities Summary Review Questions CHAPTER FOUR Personal Financial Scorecards 4.1 Introduction 4.2 Financial Statement Analysis 4.3 The Budget 4.4 Practical Application: Good Debt-Bad Debt Summary Review Questions CHAPTER FIVE Income Tax Planning 5.1 Introduction 5.2 Calculating Personal Income Taxes 5.3 Practical Application: How Much Do You Have to Earn to File a Tax Return? 5.4 Income Tax Planning Strategies Summary Review Questions CHAPTER SIX Higher Education Planning: Paying for College 6.1 Introduction 6.2 Types of Federal Financial Aid for Higher Education 6.3 Planning for Higher Education Expenses Summary Review Questions CHAPTER SEVEN Investment Planning: Creating Wealth 7.1 Introduction 7.2 Measuring Investment Returns 7.3 Measuring Investment Risk 7.4 Risk Preferences Summary Review Questions CHAPTER EIGHT Insurance Planning: Risk Management 8.1 Introduction 8.2 Life Insurance 8.3 Disability Insurance 8.4 Health Insurance 8.5 Social Insurance 8.6 Property and Liability Insurance Summary Review Questions CHAPTER NINE Retirement Planning: Retirement for Older People, Planning for Young and Old Alike 9.1 Introduction 9.2 Sources of Retirement Income Summary Review Questions CHAPTER TEN Estate Planning: Closing the Book and Leaving a Legacy 10.1 Introduction 10.2 The Federal Estate Tax (Transfers at Death) 10.3 Trusts and Estate Planning 10.4 Gifts (Transfers during Life) 10.5 The Federal Generation-Skipping Transfer Tax Summary Review Questions CHAPTER ELEVEN The Legal and Regulatory Environment of Financial Planning 11.1 Introduction 11.2 Business Law 11.3 Types of Business Entities Summary Review Questions  


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Product Details
  • ISBN-13: 9781465231376
  • Publisher: Kendall/Hunt Publishing Co ,U.S.
  • Binding: Paperback
  • Height: 279 mm
  • No of Pages: 264
  • Width: 216 mm
  • ISBN-10: 1465231374
  • Publisher Date: 21 Aug 2013
  • Edition: Revised edition
  • Language: English
  • Spine Width: 14 mm


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Introduction to Personal Financial Planning: A Practical Approach
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