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Finding the Planning in Financial Planning by David Yeske (Paperback, 2010)

About this product

About this product

Product Information

Personal financial planning is an interdisciplinary practice that draws many of its tools and techniques from the fields of finance, economics, law, taxation, and investment theory. The profession's body of knowledge is dominated by research devoted to these practical and theoretical sub-sets. What has largely been missing to date is any significant theoretical work devoted to the actual planning activities of financial planners as they develop comprehensive strategies for using all of a client's human and material resources to achieve their various life goals. This work for the first time offers an integrating framework for describing the strategy-making activities of financial planners. This framework consists of five modes of strategy- making that fall along the dimension of relative involvement by the planner and the client in the planning process. These modes can also be shown to fall along a parallel dimension that might be described as planning versus emergence. This new model operates as a self-assessment tool for practitioners and a robust foundation for future research.

Product Identifiers

Publisher
Lap Lambert Academic Publishing
ISBN-13
9783838399997
eBay Product ID (ePID)
104010716

Product Key Features

Author
David Yeske
Publication Name
Finding the Planning in Financial Planning
Format
Paperback
Language
English
Subject
Government, Business
Publication Year
2010
Type
Textbook
Number of Pages
92 Pages

Dimensions

Item Height
229mm
Item Width
152mm
Item Weight
145g

Additional Product Features

Title_Author
David Yeske
Country/Region of Manufacture
Germany

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