A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.
Previews available in: English
Subjects
Places
| Edition | Availability |
|---|---|
1
Personal financial planning: cases and applications student textbook
2009, Kaplan Schweser
in English
- 6th ed.
142778003X 9781427780034
|
aaaa
|
Book Details
Edition Notes
Includes bibliographical references and index.
Classifications
The Physical Object
Edition Identifiers
Work Identifiers
Community Reviews (0)
Lists
Loading carousel