Personal financial planning theory

PREFACE ACKNOWLEDGEMENTS HOW TO USE THIS BOOK PART ONE: THE SOCIAL, ECONOMIC, AND REGULATORY FRAMEWORK FOR FINANCIAL PLANNING 1. The principles of modern financial planning 2. The economic and regulatory environment 3. Market fundamentals 4. Asset classes and investment styles 5. Asset allocation in portfolio construction 6. Performance measurement and monitoring PART TWO: PUTTING THE THEORY INTO PRACTICE 7. Protection insurance 8. Banking and debt 9. Savings 10. Gilts and bonds 11. Equities 12. Collective funds 1 13. Collective funds 2 14. Tax-efficient wrappers and administration platforms 15. Ethical investments, pensions and banking 16. Tangible (alternative) assets 17. Property 18. Lloyd's of London 19. Taxation 20. Education fee planning 21. State pensions 22. Defined benefit occupational pension schemes 23. Defined contribution schemes and plans 24. DC funds and the retirement income 25. Working and retiring abroad APPENDICES                                  

Product details

• Authors: Harrison, Debbie Harrison
• Publisher: Financial Times Management
• Languages: English
• Product format: Hardback
• Released: 09.11.2004
• EAN: 9780273681014
• ISBN: 978-0-273-68101-4
• Series: Financial Times; Financial Times
• Subject: Social sciences, law, business > Business > General, dictionaries