ISBN 10: 3838399994 / ISBN 13: 9783838399997
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Riassunto: Personal financial planning is an interdisciplinary practice that draws many of its tools and techniques from the fields of finance, economics, law, taxation, and investment theory. The profession's body of knowledge is dominated by research devoted to these practical and theoretical "sub-sets." What has largely been missing to date is any significant theoretical work devoted to the actual planning activities of financial planners as they develop comprehensive strategies for using all of a client's human and material resources to achieve their various life goals. This work for the first time offers an integrating framework for describing the strategy-making activities of financial planners. This framework consists of five modes of strategy- making that fall along the dimension of relative involvement by the planner and the client in the planning process. These modes can also be shown to fall along a parallel dimension that might be described as "planning versus emergence." This new model operates as a self-assessment tool for practitioners and a robust foundation for future research.

L'autore: Dr. Dave Yeske, CFP®, managing director of Yeske Buie and a past president of the FPA(US), holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business, where he earned his doctorate in finance. He holds a BS in Applied Economics and an MA in Economics from the University of San Francisco.

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Yeske, David
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Descrizione libro LAP Lambert Academic Publishing, 2010. Condizione libro: New. This item is printed on demand for shipment within 3 working days. Codice libro della libreria KP9783838399997

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Descrizione libro LAP Lambert Academic Publishing, 2010. PAP. Condizione libro: New. New Book. Delivered from our UK warehouse in 3 to 5 business days. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Codice libro della libreria LQ-9783838399997

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Descrizione libro LAP Lambert Academic Publishing, 2016. Paperback. Condizione libro: New. PRINT ON DEMAND Book; New; Publication Year 2016; Not Signed; Fast Shipping from the UK. No. book. Codice libro della libreria ria9783838399997_lsuk

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Descrizione libro LAP Lambert Academic Publishing, 2010. PAP. Condizione libro: New. New Book. Shipped from US within 10 to 14 business days. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Codice libro della libreria IQ-9783838399997

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Descrizione libro LAP Lambert Academic Publishing, Germany, 2010. Paperback. Condizione libro: New. 220 x 150 mm. Language: English . Brand New Book ***** Print on Demand *****.Personal financial planning is an interdisciplinary practice that draws many of its tools and techniques from the fields of finance, economics, law, taxation, and investment theory. The profession s body of knowledge is dominated by research devoted to these practical and theoretical sub-sets. What has largely been missing to date is any significant theoretical work devoted to the actual planning activities of financial planners as they develop comprehensive strategies for using all of a client s human and material resources to achieve their various life goals. This work for the first time offers an integrating framework for describing the strategy-making activities of financial planners. This framework consists of five modes of strategy- making that fall along the dimension of relative involvement by the planner and the client in the planning process. These modes can also be shown to fall along a parallel dimension that might be described as planning versus emergence. This new model operates as a self-assessment tool for practitioners and a robust foundation for future research. Codice libro della libreria AAV9783838399997

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Descrizione libro LAP LAMBERT Academic Publishing, 2010. Paperback. Condizione libro: New. book. Codice libro della libreria 3838399994

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Descrizione libro LAP LAMBERT Academic Publishing. Paperback. Condizione libro: New. Paperback. 92 pages. Dimensions: 8.7in. x 5.9in. x 0.2in.Personal financial planning is an interdisciplinary practice that draws many of its tools and techniques from the fields of finance, economics, law, taxation, and investment theory. The professions body of knowledge is dominated by research devoted to these practical and theoretical sub-sets. What has largely been missing to date is any significant theoretical work devoted to the actual planning activities of financial planners as they develop comprehensive strategies for using all of a clients human and material resources to achieve their various life goals. This work for the first time offers an integrating framework for describing the strategy-making activities of financial planners. This framework consists of five modes of strategy- making that fall along the dimension of relative involvement by the planner and the client in the planning process. These modes can also be shown to fall along a parallel dimension that might be described as planning versus emergence. This new model operates as a self-assessment tool for practitioners and a robust foundation for future research. This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Paperback. Codice libro della libreria 9783838399997

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