Financial Planning and Wealth Management: An International Perspective

 
9780071249843: Financial Planning and Wealth Management: An International Perspective
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This book provides a strong and practical foundation for those who intend to prusue a career in financial planning and wealth management. The latest global developments in financial planning and wealth management are discussed so that financial services professionals can have a global perspective while working in the local environment.


Features

-- A detailed discussion of the six-step financial planning process

-- Interview with renowned financial planners

-- Practical approaches in conducting investment management

-- Comprehensive illustrations of risk profiling and asset allocation strategies

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About the Author:

Louis Cheng is associate Professor of Finance at the School of Accounting and Finance, and the track coordinator of the MBA (Financial Services) program at Hong Kong Polytechnic University. He is a member of the Examination Board and was an executive committee member of The Institute of Financial Planners of Hong Kong (IFPHK) from 2000 to 2005. He also serves as a member of the ISO/TC 222 Committee on global financial planning.

Dr. Cheng's main teaching interests are financial planning, corporate finance, investments, and risk management. He is the co-author of two edition of Corporate Risk Management, a co-editor of two editions of Personal Financial Planning: Theory and Practice, and the author of Fundamentals of Financial Planning(McGraw-Hill, 2006). He has had over 65 articles published in top finance research journals including the Journal of Finance. He is ranked among the top ten finance professors in the Asia Pacific in terms of research by aritlces in the Pacific Basin Finance Journal in 2001 and 2005.
Leung Tak Yan is Assistant Professor at the Department of Accountacy, City University of Hong Kong. Dr. Leung obtained her Bachelor of Commerce (Hoors) from the University of Melbourne, her Master of Philosophy from Baptist University of Hong Kong, and her Doctor of Philosophy from Hong Kong Polytechnic University. She is a Certified Public Accountant and a member of the Australia Society of Certified Practising Accountants (ASCPA). Before joining the academic field, Dr. Leung worked in commercial firms, nonprofit-making organizations (Community Chest), and the public sector (Hong Kong SAR Government). Dr, Leung's main teaching interests are financial accounting, ethics in accountancy, auditing, and taxation.
Wong Yiu Hing (PhD, MBA, BSocSc) is Associate Professor of Marketing at the Hong Kong Polytechnic University. Prior to joining the university, he worked as regional manager and general manager for several multinationals in the Asia-Pacific region, including Continental (USA) Group, Swire Pacific Group in Hong Kong, and Amcor Group (Australia) for more than 12 years. In 1989 his export department received a Certificate of Commendation in the Large Exporter catefory awarded by the Australia government.

Dr. Wong research interests are customer relationship management, ubiquitous marketing, and financial planning and well-being. He is the co-author of Guanxi: Relationship Marketing in a Chinese Context published by Taylor & Francis. He has had over 70 articles published in journals and conference proceeding including Industrial Marketing Management, International Business Review, and European Journal of Marketing.

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