Practicing Financial Planning: For Professionals and CFP Aspirants

The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants. 

Sid Mittra, PhD, CFP®, is emeritus professor of finance at Oakland University. He is a past member of the CFP Board. Mittra is in several prestigious listings, including InternationalAuthors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry.

Mittra is the author of more than a dozen books, including Practicing Financial Planning for Professionals and CFP Aspirants (SAGE, 2016, 12th Edition). For many years, he published a weekly newspaper article on personal financial planning topics for The Oakland Press (MI) and The Macomb Daily (MI). His professional articles have appeared in the Journal of Accountancy, Financial Planning, Journal of Financial Planning, Personal Financial Planning, and American Economic Review. Mittra is widely quoted in Money magazine, Kiplinger’s Personal Finance, Financial Advisor, and other magazines and newspapers.

Mittra established and operated a boutique financial consulting firm, Coordinated Financial Planning, subsequently changing the name to Mittra & Associates, for over three decades. He uniquely combines conceptual and theoretical knowledge in financial management with communicative skills. He frequently speaks on financial economics, money, and financial management. He also advises corporations, partnerships, and closely held corporations.

Dr Sahu has published numerous articles in scholarly and professional journals. His journal publications include articles in the Southern Economic Journal, Financial Services Review, Quarterly Journal of Business and Economics, Review of Business and Economic Research, Eastern Economic Journal, Journal of Economics and Finance, Journal of Applied Business Research, Public Finance Quarterly, AAII Journal, and Personal Financial Planning. He is also a coauthor of four books: The Economic Legacy of Reagan Years: Euphoria or Chaos? (1991), Defense Spending and Economic Growth (1993), Understanding Macroeconomics (2006), and Practicing Financial Planning for Professionals (2007). He is also the author of An Agenda for a Great America (2008)―a book on long-term US public policy.

Brian Fischer, CFA, Financial Analyst at Evensky & Katz/ Foldes Financial Wealth Management. A former commodity options trader, Brian’s experience with the animal spirits of the market combined with his education from the world renown Texas Tech University’s Personal Financial Planning program bring a unique perspective to financial planning.