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The New financial planner : a guide to client service / Cathey H. Bertot

By: Bertot, Cathey H [author]Material type: Text

TextPublication details: Homewood, Illinois : Dow Jones-Irwin, c1986Description: xvi, 266 pages ; 24 cmISBN: 0870945874Subject(s): FINANCE | INVESTMENTSLOC classification: HG 179.5 .B47 1986

Contents:

Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.

Summary: Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.

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Item type	Current library	Home library	Collection	Shelving location	Call number	Copy number	Status	Date due	Barcode
Books	LRC - Annex	National University - Manila	Financial Management	Relegation Room	GC HG 179.5 .B47 1986 (Browse shelf (Opens below))	c.1	Available		NULIB000006108

Includes index.

Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.

Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law.
This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.

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