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Financial Planning
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Financial Planning
Theory and Practice

  • Sid Mittra - Emeritus Professor of Finance, Oakland University
  • Shailendra Kumar Rai - Management Development Institute, Gurgaon, India
  • Anandi P. Sahu - PhD, Chair of Economics, School of Business Administration, Oakland University, Michigan
  • Harry Starn,Jr, - California Lutheran University, California


August 2015 | 444 pages | SAGE Texts

An all-encompassing companion to understanding the nuances of the financial planning process.

This comprehensive text is the outcome of decades of teaching and practical experience of the authors in the field of financial planning. It is the first Indian adaptation of Practicing Financial Planning for Professionals (now in its 11th edition in the United States), which is already a classic textbook. This adaptation has been carefully undertaken to suit the requirements of various courses on financial planning offered in India.

Key Features:

•  Extensive coverage of topics—from basics of planning process, insurance, investment to tax and retirement planning.

•  Indispensable resource to the students of PGDM (in financial markets, wealth management and financial services) and CFPCM.

•  Text interspersed with examples, cases/case-lets, quizzes, and tabular data.

•  Up-to-date coverage of financial planning essentials specific to the India context.

 

 
Foreword by M. Damodaran
 
Preface to the First Indian Edition
 
I: INTRODUCTION TO FINANCIAL PLANNING AND BASIC TOOLS
 
Emerging Role of the Financial Planner
 
Personal Financial Planning Process
 
Time Value of Money: The Universal Tool
 
II: RISK MANAGEMENT PLANNING
 
Life Insurance: Structure, Concepts and Planning Strategies
 
Health, Homeowner’s, Automobile, and Liability Insurance: Structure, Concepts and Planning
 
III: CASH MANAGEMENT AND EDUCATIONAL PLANNING
 
Cash Management, Savings, Credit, and Debt Planning
 
Educational Planning
 
IV: INVESTMENT PLANNING
 
Investment Products and Markets: An Introduction
 
Investment Management: Concepts and Strategies
 
Investment Planning Strategies
 
V: TAX PLANNING
 
Basic Income Tax Structure
 
Tax Planning: Concepts and Strategies
 
VI: RETIREMENT PLANNING
 
Basic Structure of Retirement Income
 
Retirement Planning: Concepts and Strategies
 
VII: ESTATE PLANNING
 
Basic Structure of Estate Planning
 
Index

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Sid Mittra

Sid Mittra, PhD, CFP®, is emeritus professor of finance at Oakland University. He is a past member of the CFP Board. Mittra is in several prestigious listings, including InternationalAuthors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry. ... More About Author

Shailendra Kumar Rai

Shailendra Kumar Rai, Ph.D., is an Assistant Professor of Finance at the Management Development Institute (MDI), Gurgaon, and a General Fellow of Indian Council of Social Science Research. He has published numerous articles on finance, financial institutions, and entrepreneurship in national and international journals. He is actively involved in joint research at the national and international levels.Dr Rai has extensive teaching and research experience both in India and abroad, including the USA, Germany, Sweden, Portugal, Belgium Greece, Lithuania, and Taiwan. Also, he has worked as a consultant and conducted training for corporations... More About Author

Anandi P. Sahu

Anandi P. Sahu is a Professor and Chair of Economics at the School of Business Administration, Oakland University, Michigan. He obtained an MA degree and a Ph.D. degree in economics from Washington University in St. Louis in 1985. He has concentrated his research efforts in three fields: macroeconomics, monetary theory, and finance.Dr Sahu has published numerous articles in scholarly and professional journals. His journal publications include articles in the Southern Economic Journal, Financial Services Review, Quarterly Journal of Business and Economics, Review of Business and Economic Research, Eastern Economic Journal, Journal of... More About Author

Harry Starn,Jr,

Harry Starn, Jr., is an Executive Faculty Member in California Lutheran University’s MBA in Financial Planning Program and serves as the Associate Director of its California Institute of Finance. He earned a Bachelor of Science Degree from the United States Military Academy at West Point and a Master of Science Degree in Finance from the University of Colorado in Boulder. He holds professional credentials as a CFP® and Chartered Financial Analyst (CFA). ... More About Author

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ISBN: 9789351502500
₹475.00