Financial Planning and Wealth Management

Part I Fundamental Concepts of Financial Planning and Wealth Management
1 An Overview of the Financial Planning and Wealth Management Professions
2 Financial Planning: Basic Concepts, Professional Ethics, and Practice Standards
3 Essential Concepts in Economics and Finance
4 Financial Planning Components (Part I)
5 Financial Planning Components (Part II)
6 Personal Profiling, Risk Profiling, and Life-cycle Analysis

Part II The Financial Planning Process
7 Step 1: Establishing Client-Planner Relationship
8 Step 2: Determining Client Goals and Expectations and Gathering Client Data
9 Step 3: Determining Client’s Current Financial Status
10 Step 4: Developing and Presenting the Financial Plan
11 Steps 5 and 6: Implementing and Monitoring the Financial Plan

Part III Wealth Management
12 Investment Techniques (Part I)
13 Investment Techniques (Part II)
14 Asset Allocation Strategies

Part IV Advanced Topics
15 The Concept of Total Life Planning
16 Total Wealth Index

17 Conclusion

Overview

This book provides a strong and practical foundation for those who intend to pursue a career in financial planning and wealth management. The latest global developments in financial planning and wealth management are discussed so that financial services professionals can have a global perspective while working in the local environment.

Features

• A detailed discussion of the six-step financial planning process
• Interviews with renowned financial planners
• Practical approaches in conducting investment management
• Comprehensive illustrations of risk profiling and asset allocation strategies