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Practicing Financial Planning
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Practicing Financial Planning
For Professionals and CFP® Aspirants

12th Edition
  • Sid Mittra - Emeritus Professor of Finance, Oakland University
  • Anandi P. Sahu - PhD, Chair of Economics, School of Business Administration, Oakland University, Michigan
  • Brian Fischer - CFA, Financial Analyst at Evensky & Katz/Foldes Financial Wealth Management
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852 pages | SAGE India

The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants. 

 
Foreword by Harold R. Evensky
 
Preface
 
Acknowledgments
 
INTRODUCTION TO FINANCIAL PLANNING AND BASIC TOOLS
 
Emerging Role of the Financial Planner
 
Personal Financial Planning Process
 
Time Value of Money: The Universal Tool
 
RISK MANAGEMENT PLANNING
 
Life Insurance: Structure, Concepts, and Planning Strategies
 
Health, Homeowner’s, Automobile, and Liability Insurance: Structure, Concepts, and Planning
 
CASH MANAGEMENT AND EDUCATIONAL PLANNING
 
Cash Management, Savings, Credit, and Debt Planning
 
Educational Planning
 
INVESTMENT PLANNING
 
Investment Products and Markets: An Introduction
 
Investment Management: Concepts and Strategies
 
Investment Planning Strategies
 
TAX PLANNING
 
Basic Federal Income Tax Structure
 
Tax Planning: Concepts and Strategies
 
RETIREMENT PLANNING
 
Basic Structure of Retirement Income
 
Retirement Planning: Concepts and Strategies
 
ESTATE PLANNING
 
Basic Structure of Estate Planning
 
Estate Planning: Concepts and Strategies
 
COMPREHENSIVE FINANCIAL PLAN
 
Comprehensive Financial Plan
 
SPECIAL TOPICS IN PLANNING
 
Divorce: Financial Planning Implications
 
Planning for Widows
 
Planning for Nontraditional Families
 
Management Financial Planning Practice
 
Sale of Financial Planning Practice
 
Index

Supplements

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

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

Brian Fischer

Brian Fischer, CFA, Financial Analyst at Evensky & Katz/ Foldes Financial Wealth Management. A former commodity options trader, Brian’s experience with the animal spirits of the market combined with his education from the world renown Texas Tech University’s Personal Financial Planning program bring a unique perspective to financial planning. More About Author