TITLE

Evidence-Based Financial Planning: To Learn… Like a CFP

AUTHOR(S)
Buie, Elissa; Yeske, Dave
PUB. DATE
November 2011
SOURCE
Journal of Financial Planning;Nov2011, Vol. 24 Issue 11, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the significance of evidenced-based financial planning, which has been used by certified financial planner (CP). It mentions that scientific research can pursue inductively or deductively and most of the time depends on a combination of both. It notes that deductive approach starts with the statement of a broad principle that appears on a combination of both. Moreover, it states that inductive reasoning starts from the particular to the general, which is done by observing some natural occurrences in the environment and begin to wonder about its meaning.
ACCESSION #
67332738

 

Related Articles

  • Revolutionizing Advice. Mirchandani, Sanjiv // Investment Advisor;Jan2013, Vol. 33 Issue 1, p54 

    The article focuses on the Do-It- Yourself 2.0 model (DIY 2.0) for investment advisors to offer control coupled with scalable advice using a mix of powerful websites and robust online planning tools. It is noted that broker-dealers must increase the efficiency of their infrastructures to enable...

  • Who's Advising You? Lynott, Bill // American Drycleaner (American Trade Magazines LLC (ATM));01/01/2014, p50 

    The article focuses on the facts to be considered by business owners and professionals while choosing a financial advisor. It is mentioned that a different adviser is need if the adviser is in the insurance business and tries to sell the operation as a whole life insurance policy. It is...

  • Tracking the Trendy. Horan, Kirby // On Wall Street;Sep2005, Vol. 15 Issue 9, p79 

    Provides information on retail registered investment adviser (RIA) firms. Nature of the business operations of retail RIA firms; Definition of the life planning service offered by retail RIA firms; Actions taken by retail RIA firms to extend their wealth management services.

  • THE EXPERT: Back to basics.  // Marketing Week;6/14/2007, Vol. 30 Issue 24, p57 

    The article focuses on the significance of a generic financial advice. It is noted that an unhelpful description of what is needed is provided by a generic financial advice. It is stated that many vulnerable people need advice on developing basic financial skills, shopping around to reduce...

  • Beyond the Numbers: Planning Issues That Make the Qualified Plan Limits Worth Understanding. Tacchino, Kenn Beam; Littell, David A. // Benefits Quarterly;2009 Third Quarter, Vol. 25 Issue 3, p43 

    Financial planners who understand the details concerning the qualified plan contribution and deduction limits will be better prepared to avoid pitfalls for their clients and to take advantage of tax-saving opportunities. The authors of this article demonstrate through defined contribution plan...

  • AABFJ FINANCIAL PLANNING SPECIAL ISSUE 2009. Smark, Ciorstan; Murphy, Brian; Taylor, Sharon // Australasian Accounting Business & Finance Journal;May2009, Vol. 3 Issue 1, p1 

    This special issue draws on recent work of financial planning specialists, finance specialists and economists to document some of the trends, perception and challenges of financial planning in 2009. This diversity of contributors reflects the diversity and the multiplicity of influences that...

  • New Insights into Advising Female Clients on Investment Decisions. Loibl, Cäzilia; Hira, Tahira K. // Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p68 

    • A large number of professional and academic studies have indicated that, in general, women are less knowledgeable, less risk tolerant, and less confident about their investment decisions than men are. This paper applies a model for change and suggests augmenting techniques for financial...

  • Banks Seeking High-Net-Worth Clients Must Look for an Edge. Sisk, Michael // Bank Investment Consultant;Sep2004, Vol. 12 Issue 9, p53 

    The article suggests that banks seeking high-net-worth (HNW) clients must look for competitive edge. One of the best ways to prepare the investment advisors for the rigors of serving the HNW market is to use third-party training and marketing consultants. But even with the best training, the HNW...

  • Multi-manager investments to grow in China. Lau, John // Asian Investor;Dec2008, p32 

    The article discusses the manager-of-managers and fund-of-funds concepts. Multi-manager investment products are established on the belief that not all money managers are good in all markets. Multi-manager products are aimed to spread investment money. Manager of managers may be responsible for...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics