Personal financial planning : an introduction

Author(s)

• McRae, T. W. (Thomas W.)

Bibliographic Information

Personal financial planning : an introduction

Thomas McRae

International Thomson Business Press, 1997, c1995

Note

"First edition published 1995 by Chapman & HalL, reprinted 1997 by International Thomson Business Press"--T.p. verso

Includes bibliographical references (p. 311-315) and indexes

Description and Table of Contents

Description

This text should be of interest to undergraduate students on financial services courses, personal financial planning modules, MBA personal financial planning electives; Financial Intermediaries, Managers and Brokers Regulatory Association (FIMBRA) and registered advisers taking the new CII Financial Planning Certificate.

Table of Contents

• The personal financial profession. Personal finance record keeping. The UK financial system. Personal taxation. Personal investment. Insurance. Pensions. Housing. Consumer credit. Computers in personal finance. Regulation of the personal financial adviser. Case studies in personal finance. Appendices: discounting and personal finance
• financial products
• beta and market risk
• some useful addresses and telephone numbers.

by "Nielsen BookData"

Details

• NCID: BA41023769
• ISBN:
  • 0412626608
• LCCN: 95067594
• Country Code: uk
• Title Language Code: eng
• Text Language Code: eng
• Place of Publication: London ; Tokyo
• Pages/Volumes: xii, 337 p.
• Size: 24 cm
• Classification:
  • DC20 : 332.02400941
• Subject Headings:
  • LCSH : Finance, Personal -- Great Britain
  • LCSH : Financial services industry -- Vocational guidance -- Great Britain