cases and applications student textbook
Edición de la obra Personal financial planning
| Autor | Michael A. Dalton |
|---|---|
| Editorial | Kaplan Schweser |
| Fecha de publicación | 2009 |
| Lugar | La Crosse, WI |
| Idioma | inglés |
| Páginas | 290 |
| ISBN-13 | 9781427780034 |
| ISBN-10 | 142778003X |
| OCLC | 742420245 |
| LCCN | 2012428167 |
| Número de Cutter | D152p |
A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.