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Product Description
Now in its 10th printing this book has become an institution in the field of financial planning. The 10th edition has been completely updated for the needs of today’s planner or planner to be. If one were to own only one book on the subject of financial planning, Practicing Financial Planning for Professionals it. Now some 40 pages larger (820 pages), this book is a complete text and reference book for the financial professional, the aspiring planner and for anyone truly interested in the financial planning process. This book is complete and unique. All areas of planning are discussed in an understandable and complete way. No one planner, no matter how long they have been in practice or no matter how well educated can have complete mastery in all of the areas covered by this book. It belongs on the desk of any one serious about financial planning.
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Review
Harold Evensky, CFP, 2008
Now in it’s 10th edition, Practicing Financial Planning for Professionals serves as a comprehensive and effective reference guide for aspiring planners all the way to highly experienced planners. For new planners it is a daily reference guide to fill in areas of technical weakness and a practical guide providing experientially based guidance for those occasions when the planner comes up short. For experienced planners, it’s an invaluable educational reference when facing an issue only infrequently encountered and a handy and robust reference book.
Review
John Henry McDonald, CFP, ChFC, CLU Austin Asset Management 2008
No one who holds himself out as a financial planner should be without it.
Review
Michael Gay, CFP, MBA, CEO Intellivest, LLC, 2008
You'll find this book your “go to book” for all things related to financial planning. This is a must have book for any planner at any level.
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About Sid Mittra
Dr. Sid Mittra former Partner with the financial consulting firm of Mittra Associates is the lead author of this venerable text. In this capacity, Dr. Mittra offered his services to individuals, foundations, associations, and corporations. The services included virtually all areas of financial planning, including: risk management, tax, investment, retirement, estate and financial independence planning. Dr. Mittra provided financial planning services on a fee basis, thus servicing individuals and corporations as an independent objective financial advisor. He participated in the creation of a proprietary mathematical model, called Dynamic One©, which the firm uses to provide investment management services for its individual and institutional clients. Dr. Mittra uniquely combines conceptual and theoretical knowledge in financial management with communicative skills. He frequently speaks on financial economics, money and financial management. He also advises corporations, partnerships and closely held corporations. Dr. Mittra is supported by a group of highly trained and experienced planners and financial consultants, including CPAs and attorneys.
Dr. Mittra holds the title of Professor Emeritus of Finance. He was a board member of the International Board of Standards and Practices of Certified Financial Planners. He has been regularly invited to offer seminars at the World Congress of the IAFP, including those in Japan and Australia. Dr. Mittra is in several prestigious listings, including: International Authors’ Who’s Who, American Men of Science, and Who’s Who in Finance and Industry. Also, he has published 14 books, including, Practicing Financial Planning: A Complete Guide for Professionals, which enjoys wide acceptance among top universities and trade associations. The City Council of Detroit has awarded Dr. Mittra the Spirit of Detroit Award in recognition of his long and distinguished service to the city. Dr. Mittra is also widely quoted in Money Magazine, Kiplinger’s Personal Finance Magazine and various newspapers. His professional articles appear in Journal of Accountancy, Financial Planning, Journal of Financial Planning, Personal Financial Planning, and American Economic Review. Academic Degrees Ph.D. in Economics and Finance M.B.A. in Accounting Associate of the Accounting Institute (London) Associate of the Institute of Paris Article Publications Personal Financial Planning Financial Planning Magazine Journal of Financial Planning American Economic Review Kyklos Journal of Accountancy Planning Certification Certified Financial Planner Registry of Financial Planning Practitioners Professional Positions: Past & Present Proprietor, Mittra Kirkman & Associates President, Coordinated Financial Planning Chairman, Dept. Of Economics, Oakland University Professor of Finance, Oakland University Consultant, United Nations Joint Advisor, Planning Commission, Government of Venezuela Board: Past & Present Editorial Review Board, Journal of the ICFP Board of Examiners, CFP Board Licenses and Registrations Registered Investment Advisor Life, Accident and Health Insurance License Variable Annuity License Series 24 and 7, NASD International Planning Seminars Japan, Australia, Spain, India Book Publications Fifteen books, including the following: Practicing Financial Planning: A Complete Guide for Professionals. Personal Finance: Management by Objectives. Investment Analysis and Portfolio Management. Inside Wall Street. Money and Banking Biographical Listings International Authors’ and Writers’ Who’s Who American Men of Science World Who’s Who of Authors |
