CE Examination

December 2004
Journal of Financial Planning;Dec2004, Vol. 17 Issue 12, p74
Academic Journal
This section presents a test on issues related to financial planning.


Related Articles

  • FIVE TIPS TO HELP YOU SAVE FOR A RAINY DAY. Beaudoin, Matthew // Lesbian News;Mar2014, Vol. 39 Issue 8, p29 

    The article offers tips on how to save money in order to be prepared for financial crises and challenges.

  • UK savings set to rocket by 2008.  // MarketWatch: Global Round-up;May 2004, Vol. 3 Issue 5, p88 

    Looks into the status of household savings and investments in Great Britain. Factor implicated to be the cause of the slow growth rate of household savings and investments; Reason behind the decrease in consumers who are taking investment risks; Forecast on the rate of household savings and...

  • What type of investment and saving instrument is right for me?  // Caribbean Business;4/9/2015, Vol. 43 Issue 13, p11 

    The article offers information for potential investors in terms of choosing the right investment and saving instrument that fits their lifestyle.

  • Setting and Reaching Your Goals. Stevens, Sue // Morningstar Practical Finance;Jun2006, Vol. 2 Issue 6, p1 

    The article focuses on the importance of determining one's financial goals and ways to achieve them. If someone is not careful about his spending and remain in hurry without predicting its effects then he can encounter troubles. It is thus required that everybody should determine his long-term...

  • Where's the Planning in Financial Planning? Cumbie, Guy // Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p21 

    This article presents the author's view on the planning aspect of financial planning. The three-word term personal financial planning consists fundamentally of two parts. First there is a compound modifier, personal financial, which describes both what kind of and who it is for. Then there is...

  • Personal Financial Management. Scandlyn, Joy // Chartered Accountants Journal;Jan2006, Vol. 84 Issue 12, p85 

    The article offers advice on how to manage one's personal finances. According to the author, the amount of savings one can earn upon retirement is related to the length of time and the amount of return that can be gained. If one is eligible to receive superannuation, combining the government...

  • Put an end to money stress! Rowley, Laura // Self;Aug2006, Vol. 28 Issue 8, p135 

    The article discusses the approaches on how to manage ones finances. For people in their 20s, it is recommended to start saving just in case one losses a job. It is also wise to put some amount of the salary to a bank account earning 4.6 percent interest. For people in their 30s, planning for...

  • SEVEN SECRETS TO A RICHER RETIREMENT. Wang, Penelope; Yahalom, Tali // Money;Oct2010, Vol. 39 Issue 9, p60 

    The article discusses steps that people can take both before and after they retire to have the most savings during retirement. Suggestions discussed in the article include to see what other people are doing to save for retirement, to use checklists in order to avoid distraction and to consider...

  • We Need a Makeover! Bigda, Carolyn; Max, Sarah // Money;Jul2011, Vol. 40 Issue 6, p88 

    The article reports on the financial needs of two different families and a retiree. The article details how much emergency savings they should have, how much they need to start saving yearly for retirement, what type of investments to keep or sell, and what they should put aside to pay for...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics