Free Ebook Personal Financial Planning, by Lewis Altfest
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Personal Financial Planning, by Lewis Altfest
Free Ebook Personal Financial Planning, by Lewis Altfest
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Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject.
- Sales Rank: #775656 in Books
- Published on: 2006-04-05
- Original language: English
- Number of items: 1
- Dimensions: 10.30" h x 1.17" w x 8.30" l, 3.05 pounds
- Binding: Hardcover
- 704 pages
Most helpful customer reviews
6 of 6 people found the following review helpful.
Impressed!
By Siloam
The book list for the Financial Planner training course I'm taking had another book specified that was pretty well trashed on [...] so I was pleasantly surprised to find this one as an alternative on the instructor's reading list and although it was too new to have any reviews written I tried it anyway. I've only gotten through the first chapter but am already very impressed with the clarity, information format and most importantly the inclusion of real world examples. The way the examples are presented give you the feel of mentoring with a financial planner while he/she works and provide immediately implementable knowledge.
2 of 3 people found the following review helpful.
New version is available but nobody should buy it!
By Michael Goodman
This is the worst college textbook I've ever seen. It actually has two sets of page numbers (large numbers at the top of the page and smaller ones in the margin in the middle) and the Subject Index in the back only applies to the small ones. In this new 2013 version, the information, graphs, and charts are seriously outdated (this book does not appear to have been updated since the previous version in 2006) and the descriptions of life insurance include no descriptions of indexed universal life insurance (IUL), nor is there any mention of fixed/indexed annuities (FIA) with the lifetime income benefit rider (LIBR). These products have been widely available for some years now. In an era where writers are valued for their ability to make complicated matters sound easy, this writer consistently makes simple matters sound complicated! This text should not be used for any class.
0 of 0 people found the following review helpful.
Easy to understand
By Valp0
I've read three chapters so far and I have to say I really am enjoying the clarity and simplicity of the way it is written. The information is presented in such a way that I look forward to learning the material. It is very easy to understand.
The only thing that confuses me are the stories included between the advisor/planner and the clients (to which I presume). One paragraph is written in first person, while the one following it may be written in third, and then switches back to first person again. I couldn't understand what these stories were about- if they were the author's own personal recounts of business with clients, or if these were hypothetical situations.
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