Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners - Brossura

Yeske, David

Brossura

ISBN 10: 3838399994 ISBN 13: 9783838399997

Casa editrice: LAP LAMBERT Academic Publishing, 2010

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.

Su questo libro

L'autore:

Dr. David B. 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.

Su questa edizione

• Editore: LAP LAMBERT Academic Publishing
• Data di pubblicazione: 2010
• ISBN 10: 3838399994
• ISBN 13: 9783838399997
• Rilegatura: Copertina flessibile
• Numero di pagine: 92