Author Description

Approved by the IBCFP for 17 continuing education units. Used by leading universities & colleges as a primary textbook & has an accompanying Instructor's Guide. This state-of-the-art publication is truly a complete guide both for the professional & student. Provides rare insight into myths like break-even investment, measuring attitude toward risk, lump-sum distributions, IRAs, 401(k)s, insurance, annuities, planning & business strategies, etc. Innovative & creative insight into topics not normally treated by other authors, including the five C's of financial planning, funds allocation, & ethics. Publication is comprehensive & includes numerous illustrations, examples, tables & graphs, yet weaves concepts with practically-oriented financial strategies in unique chapters like "Development, Implementation, & Maintaining of a Comprehensive Plan." E. Danby Brandon, former Chairman of IBCFP sums up his review of this publication: "I can highly recommend it to a new student who is considering financial planning as a profession, or to a veteran of many years who is trying to sharpen his financial planning/investment skills." Order through Mittra & Associates Publishers, 3250 West Big Beaver, Suite 540, Troy MI, 48084. Tel: (810) 643-8888, FAX: (810) 643-4010.