Personal financial planning

Author: Chen Gongmeng
Publisher:
Publish Date: 2003-09-01
Features: This book is suitable for professional financial planners, investment experts, financial advisors, financial and insurance professionals, faculty and students of finance majors in higher education institutions, financial personnel in industrial and commercial enterprises, households and individuals, as well as a broad readership interested in financial planning and investment management. The book comprehensively and systematically introduces the fundamental knowledge and basic skills involved in financial planning for individuals or families during investment and wealth management. It elaborates on the analysis and evaluation of financial goals, the formulation and implementation of financial plans, the selection and use of financial planning tools, and the specific steps of financial planning, among other topics. The content design of the book aligns with the educational requirements of the Certified Financial Planner (CFP), while also incorporating relevant new knowledge and materials tailored to China's national conditions. The entire book is written in a fluent and accessible manner, making it an excellent practical guide and valuable resource for personal or family investment and wealth management.