20
Keir's Introduction to
Financial Planning Course Book
$72.00
| This book serves as a distillation of important principles and concepts for students beginning their study in financial planning. The book begins with an overview of the financial planning process and regulatory, legal, and ethical issues for financial planners. The student is then introduced to the areas of insurance, investment, income tax, retirement and estate. For students enrolled in the financial planning courses, these five planning areas are the subjects of separate Course books which repeat much of this introductory material and then delve into these subjects in much more detail and depth. Questions are designed to serve only one purpose, to help a student learn the material. They will best serve this purpose when used as a study and learning aid to any study program, be it a class or self-study. |