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" Personal financial planning : "
Debbie Harrison.
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BL
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| Record Number
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785833
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| Doc. No
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b605848
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| Main Entry
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Debbie Harrison.
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| Title & Author
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Personal financial planning : : theory and practice\ Debbie Harrison.
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| Publication Statement
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Harlow ; New York: Financial Times Prentice Hall, 2005
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| Page. NO
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xxii, 391 pages : illustrations ; 25 cm
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| ISBN
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027368101X
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: 9780273681014
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| Contents
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PREFACEACKNOWLEDGEMENTSHOW TO USE THIS BOOKPART ONE: THE SOCIAL, ECONOMIC, AND REGULATORY FRAMEWORK FOR FINANCIAL PLANNING1. The principles of modern financial planning 2. The economic and regulatory environment 3. Market fundamentals 4. Asset classes and investment styles5. Asset allocation in portfolio construction6. Performance measurement and monitoringPART TWO: PUTTING THE THEORY INTO PRACTICE7. Protection insurance 8. Banking and debt 9. Savings10. Gilts and bonds11. Equities 12. Collective funds 113. Collective funds 214. Tax-efficient wrappers and administration platforms15. Ethical investments, pensions and banking16. Tangible (alternative) assets17. Property18. Lloyd's of London19. Taxation20. Education fee planning21. State pensions22. Defined benefit occupational pension schemes23. Defined contribution schemes and plans24. DC funds and the retirement income25. Working and retiring abroadAPPENDICES
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| Subject
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Finance, Personal.
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| LC Classification
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HG179.D433 2005
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| Added Entry
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Debbie Harrison
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