Personal Financial Planning Theory and Practice

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This text is written for graduate and undergraduate students who are interested in acquiring an in-depth understanding of personal financial planning from a professional planning viewpoint. The text also serves as an excellent reference for practicing professional financial planners.

To get Started, Select a Chapter: 1: Introduction To Personal Financial Planning 2: External Environmental Analysis 3: Communication and Internal Environmental Analysis 4: Personal Financial Statements (Preparation and Analysis) 5: Establishing Financial Direction 6: Time Value of Money 7: Education Funding 8: An Introduction to Insurance and Risk Management 9: Managing Life, Health, and Disability Risks 10: Personal Property and Liability Insurance 11: Social Security and Other Social Insurance 12: Introduction to Investment Concepts 12: SUPPLEMENT A - Fixed-Income Securities 12: SUPPLEMENT B - Equity Securities 12: SUPPLEMENT C - Mutual Funds 13: Individual Income Tax and Tax Planning 14: Business Entities 14A: Tax Supplement 15: Introduction to Retirement Planning 16: Basic Retirement Plans 17: Introduction to Estate Planning 18: The Practice of Financial Planning 19: Ethical Responsibilities

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