Practicing Financial Planning for Professionals

This is the textbook version of the critically acclaimed Practicing Financial Planning for Professionals. It is the 9th edition, updated August 2005.

Dr. Sid Mittra is a Partner with the financial consulting firm of Mittra Associates. In this capacity, Dr. Mittra offers his services to individuals, foundations, associations, and corporations.

The services include virtually all areas of financial planning, including: risk management, tax, investment, retirement, estate and financial independence planning. Dr. Mittra provides financial planning services on a fee basis, thus servicing individuals and corporations as an independent objective financial advisor.

He participated in the creation of a proprietary mathematical model, called Dynamic One©, which the firm uses to provide investment management services for its individual and institutional clients.

Dr. Mittra 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.

In developing comprehensive financial plans, Dr. Mittra is supported by a group of highly trained and experienced planners and financial consultants, including CPAs and attorneys. He also makes generic as well as specific recommendations for achieving stated financial goals in the most efficient manner.

Dr. Mittra holds the title of Professor Emeritus of Finance. He was a board member of the International Board of Standards and Practices of Certified Financial Planners. He has been regularly invited to offer seminars at the World Congress of the IAFP, including those in Japan and Australia.

Dr. Mittra is in several prestigious listings, including: International Authors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry. Also, he has published 14 books, including, Practicing Financial Planning: A Complete Guide for Professionals, which enjoys wide acceptance among top universities and trade associations.

The City Council of Detroit has awarded Dr. Mittra the Spirit of Detroit Award in recognition of his long and distinguished service to the city. Dr. Mittra is also widely quoted in Money Magazine, Kiplinger’s Personal Finance Magazine and various newspapers. His professional articles appear in Journal of Accountancy, Financial Planning, Journal of Financial Planning, Personal Financial Planning, and American Economic Review.

Academic Degrees Ph.D. in Economics and Finance M.B.A. in Accounting Associate of the Accounting Institute (London) Associate of the Institute of Paris Article Publications Personal Financial Planning Financial Planning Magazine Journal of Financial Planning American Economic Review Kyklos Journal of Accountancy Planning Certification Certified Financial Planner Registry of Financial Planning Practitioners Professional Positions: Past & Present Proprietor, Mittra Kirkman & Associates President, Coordinated Financial Planning Chairman, Dept. Of Economics, Oakland University Professor of Finance, Oakland University Consultant, United Nations Joint Advisor, Planning Commission, Government of Venezuela Board: Past & Present Editorial Review Board, Journal of the ICFP Board of Examiners, CFP Board Licenses and Registrations Registered Investment Advisor Life, Accident and Health Insurance License Variable Annuity License Series 24 and 7, NASD International Planning Seminars Japan! , Australia, Spain, India Book Publications Fifteen books, including the following: Practicing Financial Planning: A Complete Guide for Professionals. Personal Finance: Management by Objectives. Investment Analysis and Portfolio Management. Inside Wall Street. Money and Banking Biographical Listings International Authors’ and Writers’ Who’s Who American Men of Science World Who’s Who of Authors