Personal financial planning : an introduction
著者
書誌事項
Personal financial planning : an introduction
International Thomson Business Press, 1997, c1995
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注記
"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
内容説明・目次
内容説明
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.
目次
- 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.
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