Principles of Financial Planning: Down

Author: China Financial Education Development Foundation Certified Financial Planner Standards Council
Publisher:
Publish Date: 2007-02-01
Features: Principles of Financial Planning is uniformly compiled by the China Financial Education Development Foundation Certified Financial Planner Standards Council and serves as the designated textbook for the Phase I of the CEP (Certified Financial Planner) qualification certification system—AFP (Certified Financial Planner) training and examination. Principles of Financial Planning is divided into five parts: Basic Knowledge and Skills of Financial Planning, Investment Planning, Risk Management and Insurance Planning, Basic Employee Benefits and Retirement Planning, and Basic Tax and Estate Planning. The book is published in two volumes: the first volume covers Part I, while the second volume includes 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 majoring in finance and economics, as well as readers interested in financial planning.