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The Scope and Practice of Comprehensive Financial Planning: Survey Results, Current Standards, and Engagement Letter Recommendations
Comprehensive Financial Planning potential legal liability improving engagement
2011/8/20
This paper examines the issue of whether the adjective "comprehensive" is appropriate for describing professionals who provide financial planning advice to individuals. We first consider how the term ...
The financial planning education and training agenda in Australia
Personal financial planning Regulation Australian universities Education and training Private
2011/8/20
Against a backdrop of financial services reform and uncertain economic times, attention has been focused on the competence of financial advisers. This paper examines the current training and education...
Financial Planning Research: Articles That Practitioners Can Use
Financial Planning practical application Practitioners
2011/8/20
Very few financial planning professionals review academic publications in their field. Although academic research is sometimes user-unfriendly and too theoretical for practical application, many artic...
A Comparison of Financial Analysis Software for Use in Financial Planning for Small Businesses
Financial Planning Financial Analysis Software Comparison Small Busines
2011/8/20
While there is a plethora of tools, methods, and alternatives for financial planning for individuals, there is a minimal variety of tools or methods available to help small business owners with their ...