Personal finance

Author: Xie Huaiju
Publisher:
Publish Date: 2004-11-01
Features: This book consists of three main parts. The first part covers the concepts and content of personal financial planning. The second part is about the theory and skills of personal financial planning. The third part is practical personal financial planning, which will teach professional financial advisors how to establish and define relationships with clients, collect personal and financial information from clients, analyze clients' financial expectations, and work with clients to determine a financial goal system.