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Trainingwarehouse > Crisp Self-Development > Personal Development > Personal Financial Fitness

Personal Financial Fitness - Self-Directed Courseware Ref: CPFF

Duration:
Self-study

Description:
Newly revised to provide the latest in personal financial planning techniques and investment strategies, this book includes a step-by-step plan to help reduce taxes, increase investment income, build wealth, and plan for a more secure retirement.

Table Of Contents:

Section 1: Financial Planning: An Overview
What Is Personal Financial Planning?
The Financial Planning Process

Section 2: Examine and Diagnose: Determining Your Financial Condition
Examine Your Financial Situation
Think and Grow Rich
Three Important Financial Statements
The Role of Insurance in Financial Planning

Section 3: An Rx for Investment and Tax Planning
Making Your Money Work for You
Seven Factors Influencing Your Investment Decisions
Qualified Retirement Plans

Section 4: Planning for the Future
College Funding
Systematic Investing
Retirement Planning
Estate Investing

Section 5: Practical Case Studies
Maximizing Investment Returns
Helping the Single Parent Thrive
Adding Glitter to the Golden Years
Providing for the Future

Section 6: Monitor the Results
The Financial Fitness Exam

Glossary
Resources
How to Choose a Financial Planner

Appendix A: Record of Important Financial Information
Appendix B: Compound Interest Tables
Appendix C: Taxpayer Relief Act of 1997
Appendix D: Roth IRA

Price: (7 or fewer items) £9.95 (Excluding VAT at 20%)
Price: (8 to 19 items) £9.45 (Excluding VAT at 20%)
Price: (20 or more items) £8.96 (Excluding VAT at 20%)

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Trainingwarehouse > Crisp Self-Development > Personal Development > Personal Financial Fitness