MTU Library Catalogue

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Personal financial planning : theory and practice / Debbie Harrison.

By: Harrison, Debbie, 1957-.
Material type: materialTypeLabelBookPublisher: Harlow : Financial Times Prentice Hall, 2005Description: xxii, 391 p. : ill. ; 25 cm.ISBN: 027368101X (pbk.); 9780273681014.Subject(s): Finance, Personal | Finance | Advice and RightsDDC classification: 332.024 HAR Summary: Debbie Harrison presents the theory and practice for personal financial planning.
Holdings
Item type Current library Call number Copy number Status Barcode
General lending MTU Kerry North Campus Library Ground Floor Main 332.024 HAR (Browse shelf(Opens below)) 1 Available 38888000538375
Total holds: 0

Enhanced descriptions from Syndetics:

Covering both theory and practice, Personal Financial Planning goes beyond existing product-based regulatory guidebooks and consumer guides to personal finance. This book enables students to gain a greater breadth and understanding of all aspects of personal finance.

Formerly CIP. Uk

Includes bibliographical references (p. [379]) and index.

Debbie Harrison presents the theory and practice for personal financial planning.

Table of contents provided by Syndetics

  • Preface
  • Acknowledgements
  • How To Use This Book
  • Part 1 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 2 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