Chapter 1. Introduction to Personal Financial Planning. Chapter Goals. Understand what personal financial planning (PFP) is and how it works. Place goals at the head of the PFP process. Develop familiarity with PFP’s financial and personal frameworks.
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Introduction to Personal Financial Planning
statements 9. Special circumstances
Analysis of financial statements
Cash flow planning, tax planning, investment planning, retirement
planning, estate planning, special circumstances planning, education
planning, risk management, and employee benefits