Handbook of Financial Planning: An Experts' Guide for Advisors and Their Clients - Hardcover

Shim, Jae K.

Hardcover

ISBN 10: 0538726857 ISBN 13: 9780538726856

Publisher: South-Western Pub, 2003

Synopsis

A must-read for financial professionals and serious investors alike, this one-stop resource offers valuable insight into complex and fast-changing financial markets and advisory markets. It provides in-depth coverage of all the topics key to personal finance, including record-keeping, present and future value in investing, financial career planning, educational planning, cash management, consumer credit, housing, insurance, investment choices, retirement planning, estate planning, tax issues and much more. Packed with helpful tips and lessons, this comprehensive handbook will help professional investors in advising customers as well as provide relevant, cutting-edge information for independent investors.

About this title

About the Author

Dr. Jae K. Shim is Professor of Finance and Accounting at California State University, Long Beach and President of Delta Consulting Company, a financial consulting and training firm. Professor Shim received is M.B.A. and Ph.D. degrees from the University of California at Berkeley (Haas School of Business). He has been a consultant to commercial and nonprofit organizations for over 30 years. Dr. Shim has over 50 college and professional books to his credit, and has been quoted by such media as Personal Finance, Los Angeles Times, Orange County Register, Business Start-ups, and Money Radio. Dr. Shim has also published numerous articles in professional and academic journals. He was the recipient of the Credit Research Foundation Award for his article on cash flow forecasting.

Edition details

• Publisher: South-Western Pub
• Publication date: 2003
• Language: English
• ISBN 10: 0538726857
• ISBN 13: 9780538726856
• Binding: Hardcover
• Edition number: 1
• Number of pages: 350