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Kwok Ho, Grady Perdue, Chris Robinson
Captus Press,
ISBN
978-1-55322-139-5
(2006)
Personal Financial Planning, Second U.S. Edition is the most up-to-date
and comprehensive publication available in the United States for a rigorous
treatment of personal financial planning. It is the definitive text for
instructors to introduce personal financial planning to their students, or to
build upon students’ basic knowledge of the area in upper level courses.
Fundamental tenets presented in this book include a coherent and consistent
framework of basic financial principles, discounting future cash flows, risk and
return trade-off, tax minimization, market efficiency and risk management. This contemporary text is also a valuable resource for practicing
professionals. It takes readers through the step-by-step process of developing a
complete financial plan to last a lifetime, or to respond to a personal
financial situation. Important topics are covered in sufficient detail to enable
those using the text to contribute to their own careers or to their family’s
personal finances. Each topic is developed from basic financial foundations with
substantial, descriptive and institutional material to allow realistic
implementation of personal financial plans.
Preface Chapter 1 Introduction Appendices Index
Comprehensive teaching aids for instructors are available including:
Kwok Ho is Associate Professor of Finance, School of Administrative
Studies, Atkinson Faculty of Liberal and Professional Studies, York University,
where he teaches personal and corporate finance. He received his Ph.D. in
finance from the University of Toronto in 1982, his Certified Management
Accountant designation in 1985 and his Certified Financial Planner designation
in 1999. Prior to his academic career, he gained extensive business experience
in Hong Kong, China, Japan and Canada. Writing with Moshe Milevsky and Chris
Robinson, he has won a number of best paper awards for his research in
retirement planning. His research has appeared in journals such as Financial
Services Review, Review of Quantitative Finance and Accounting, International
Review of Financial Analysis and Canadian Investment Review. His current
research interest include personal finance, dividend policy and capital
structure. Chris Robinson is Associate Professor of Finance, School of
Administrative Studies, Atkinson Faculty of Liberal and Professional Studies,
York University, where he teaches personal finance, financial statement analysis
and environmental management. He articled with Thorne Riddell (now KPMG) and
received his Chartered Accountant designation in 1977. He received his Ph.D. in
finance from the University of Toronto in 1985 and his Certified Financial
Planner designation in 1999. He is a founding editor of Alternative Perspectives
on Finance and Accounting. His research has appeared in journals like Financial
Services Review, Canadian Journal of Administrative Science, Review of
Quantitative Finance and Accounting, North American Actuarial Journal,
International Review of Financial Analysis and Canadian Investment Review. He
was a contributing editor of The Financial Post, International Accounting
Bulletin and World Accounting Report during the 1980s. He has won several best
paper awards for his research in personal finance, with a variety of co-authors.
His current research interests include personal finance, alternative and
critical perspectives on finance and accounting, environmental management,
dividend policy, executive compensation and ownership and control of Canadian
corporations. Grady Perdue is Chairman of Economics, Finance, Marketing, and Decision
Sciences at the University of Houston - Clear Lake where he teaches investments
and personal financial planning. He is a CERTIFIED FINANCIAL PLANNERTM
practitioner, a member of the Institute of Certified Financial Planners and the
Academy of Financial Services as well as a former Fulbright Scholar to the
University of the South Pacific, located in Fiji.
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