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Personal Financial Planning

ISBN10: 1259277186 | ISBN13: 9781259277184

Personal Financial Planning

Personal Financial Planning, 2nd Edition

ISBN10: 1259277186
ISBN13: 9781259277184
By Lewis Altfest
© 2017

* The estimated amount of time this product will be on the market is based on a number of factors, including faculty input to instructional design and the prior revision cycle and updates to academic research-which typically results in a revision cycle ranging from every two to four years for this product. Pricing subject to change at any time.

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Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique take on this important subject.

PART I PLANNING BASICS

Chapter 1 Introduction to PFP

Chapter 2 Time Value of Money

Chapter 3 Beginning the Planning Process

PART II ONGOING HOUSEHOLD PLANNING

Chapter 4 Household Finance

Chapter 5 Financial Statements Analysis

Chapter 6 Cash Flow Planning

Chapter 7 Debt

PART III PORTFOLIO MANAGEMENT

Chapter 8 Non Financial Investments

Chapter 9 Financial Investments

Chapter 10 Risk Management

PART IV SPECIALIZED PLANNING

Chapter 11 Other Insurance

Chapter 12 Retirement Planning

Chapter 13 Educational Planning

PART V TAX AND ESTATE PLANNING

Chapter 14 Tax Planning

Chapter 15 Estate Planning

PART VI PLANNING ESSENTIALS

Chapter 16 Stocks, Bonds and Mutual Funds

Chapter 17 Background Topics

PART VII Integrated Decision Making

Chapter 18 Capital Needs Analysis

Chapter 19 Behavioral Financial Planning

Chapter 20 Completing the Process

PART VIII FURTHER SPECIALIZED TOPICS

A. Special Circumstances Planning

B. Career Basics

C. Regulation

Appendix A Modern Investment Theory

Appendix B Employee Benefits

Appendix C Behavioral Finance-Applications

Appendix D Comprehensive Financial Plan-Dan and Laura

*Web based

About the Author

Lewis Altfest

Lewis J. Altfest, Ph.D., CFP, CFA, CPA, PFS
Lewis J. Altfest has balanced a career in financial planning and investing with one as an associate professor of finance. He began as an accountant working for a then “Big 8” accounting firm and became a Certified Public Accountant. After some shorter-lived ventures, he joined the Wall Street firm of Wertheim and Co. in its investment research department. He held similar positions with Lehman Brothers and Lord Abbett & Co.

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