Principles of Financial Planning: I

Author: Financial Planning Standards Committee of China Foundation for Financial Education Development
Publisher:
Publish Date: 2007-02-01
Features: Principles of Financial Planning is uniformly compiled by the Financial Planning Standards Committee of China Foundation for Financial Education Development. It is the designated textbook for the Phase I of the CEP (Certified Financial Planner) qualification certification system – the AFP (Certified Financial Planner) training and examination. Principles of Financial Planning consists of five parts: Basic Knowledge and Skills of Financial Planning, Investment Planning, Risk Management and Insurance Planning, Basic Employee Benefits and Retirement Plans, and Basic Tax and Estate Planning. The book is divided into two volumes: Volume 1 covers Part I, while Volume 2 covers Parts II, III, IV, and V. This book is suitable for students participating in the AFP (Certified Financial Planner) and CFP (Certified Financial Planner) qualification certifications, senior undergraduate and graduate students in finance-related fields, and readers interested in financial planning.