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20% Withholding Tax3Macs:Training Opportunities
ACBATIIA Comparative Analysis of Retirement Portfolio Success Rates: Simulation Versus Overlapping Periods
A Comparison of Models Describing the Impact of Moral Decision Making on Investment DecisionsA Discretionary Wealth Approach for Investment PolicyA Further Examination Of The Validity Of The Kansas Marital Satisfaction Scale: Implications For Financial Consultants
A Generalizable Scale of Propensity to Plan: The Long and the Short of Planning for Time and for MoneyA Grading System for Evaluating Internet Life Insurance Needs CalculatorsA NAV a day keeps the inefficiency away? Fund trading strategies using daily values
A Preliminary Assessment of Financial Practices: The Financial Fitness QuizA Pressing Issue for Financial PlanningA Profile Of Consumers With High-Rate Home Loans
A Survey Of Investment Literacy Among Online InvestorsA new model for retirement education and counselingA study of for-credit introductory personal financial planning courses
A workplace and gender-related perspective on financial planning information sources and knowledge outcomesAbout InvestingAcademic Journals
Academy of Financial ServicesAccord et arrangement d'enclenchement pour des services consultatifs completsAccounting and the construction of the retired person
Accredited Financial Counselor: The State of the DesignationActive vs. Passive Management
Adding Pages
Adult Preferences for the Delivery of Personal Finance InformationAdvice and RecommendationsAdvice and Recommendations – Automation vs. Cognitive Thought
Advies en AanbevelingenAdviser estimatesAdvisor at Risk
AdvocisAffiliated Financial PlannerAfter-tax value of annuities
Age Banding: A Model for Planning Retirement NeedsAging and Housing EquityAiuto:Soddisfare/it
Ajuda:Índices/ptAmin MawaniAmount and Sources of Income of Older Households in Mexico
An Improved Measure of Risk AversionAn alternative approach to after-tax valuationsAn analysis of single-stock futures trading in the U.S.
An analysis of the importance of personal finance topics and the level of knowledge possessed by working adultsAn empirical investigation of personal financial risk toleranceAnalysis of Factors Relating to Success on the CFP® Certification Examination
Analysis of Mortgage Default Clients and Mortgage Default Counseling at a Housing Counseling AgencyAngela C. LyonsAnlagepolitik: Risikoprofil und Portfoliostruktur
Anlagepolitik Umsetzung Beispiele Tipps und TricksAnnuitiesAnnuities (Research Category)
AnonymousApplying a Needs Based Approach to Disability Insurance PlanningApplying the Transtheoretical Model of Change to Consumer Debt Behavior
Are Families Who Use E-Banking Better Financial Managers?Are There Diversification Benefits Among TIAA-CREF Retirement Funds?Are You Putting Your Clients in a Box?
Are retail S&P 500 index funds a financial commodity? Insights for investorsAre the AAII stock screens a useful tool for investors?Are the Portfolios of Older Worker Households Efficient?
Argentina Cross Borders ResourcesAssessing Financial Risk-Tolerance Attitudes Using Semantic Differential Scales
Assessing the Use and Usefulness of Current Financial Resources for Civilian Military SpousesAsset Allocation (Research Category)
Asset Location and Integration, Several Old and New IdeasAsset Ownership by Black and White Families
Asset allocation decisions of mutual fund investorsAssets and Liabilities Videos
Associate Financial PlannerAssociate Financial Planner Korea
Associate Wealth PlannerAssociation for Advanced Life UnderwritingAssumptions Made in a Financial Plan
Assuring Goals Are RealisticAssuring Goals are RealisticAssuring Goals are Realistic (english)
AssurisAustralia Cross Border ResourcesAustralia Securities and Investments Commission
Austrian Financial Planners (AFP)Authenticity: What Consumers Really Want
Automatic investment plans: realized returns and shortfall probabilitiesAyuda:Contenido/esBaby Boomers and Home Equity Borrowing
Baby Boomers in Retirement: Challenges and Opportunities for Financial Planners and CounselorsBad Choices in Efficient Markets: A Justification for the Study of Personal FinanceBahamas Cross Border Resources
Barbara O'NeillBefektetési Politika - Kockázati profil, Eszközallokáció és a Modellportfóliók felméréseBefektetési Politika - Kockázati profil, Eszközallokáció és a Modellportfóliók hozzárendelése
Befektetési Politika végrehajtása Lehetőségek Példák Ötletek TrükkökBelgium Cross Border ResourcesBenefits Quarterly
Best PracticesBest Practices (Research Category)Beste praktijken
Betting on death and capital markets in retirement: A shortfall risk analysis of life annuities versus phased withdrawal plansBeyond Monte Carlo: A Replacement for a Misunderstood PracticeBeyond Monte Carlo: A Replacement for a Misunderstood Technology
Black-Scholes ModelBooks and Education
Brazil - Cross Border ResourcesBreakeven holding periods for tax advantaged savings accounts with early withdrawal penaltiesBritish Columbia Institute of Technology
Building Trust by Wasting TimeBuilding an Asset GroupBundesInitiative der Honorarberater
Business, Family, And Resource Intermingling Characteristics As Predictors Of Cash Flow Problems In Family Owned BusinessesBusiness ModelsBusiness Planning
Buy-SellBuy and Hold is Dead (Again)C. D. Howe Institute
CAT BONDS AND OTHER RISK-LINKED SECURITIES, STATE OF THE MARKET AND RECENT DEVELOPMENTS
CFP Board of StandardsCIFPS-AFP
CSICalculators HomeCan the Poor Save?
CanadaFAQTestCanada Cross Border ResourcesCanada Pension Plan
Canada RevenueCanadian Dental Association JournalCanadian Institute of Financial Planners
Canadian Investment JournalCanadian Investment ManagementCanadian Tax Calculator
Canadian Tax JournalCanfin Financial GroupCapital Gains Harvesting
Captus PressCaribbean Financial Planning Association
Cash and tax planning
Catch-Up Strategies for Late Savers: A Toolkit for Financial ProfessionalsCertified Financial PlannerCertified General Accountant
Certified General Accountants Association of CanadaCertified Management AccountantCertified Senior Advisor
Changes in Health, Negative Financial Events, and Financial Distress/Financial Well-Being for Debt Management Program Clients
Changes in financial risk tolerance, 1983–2001Characteristics Of Risk Preferences: Revelations From Grable & Lytton’s 13-Item QuestionnaireCharacteristics of Consumers Targeted and Neglected by Credit Card Companies
Characteristics of Recent Adjustable-rate Mortgage BorrowersCharitable GivingChartered Accountant
Chartered Financial ConsultantChartered Financial PlannerChartered Institute of Taxation
Chartered Insurance InstituteChartered Life Underwriter
Chartered Professional (Ch.P) Strategic WealthChartered Tax AdviserChecklist of Incremental Data Collection for Modular Planning
China Cross Border ResourcesChina Retirement Reform
ChineseChoosing Between Tax-Advantaged Savings Accounts: A Reconciliation of Standardized Pretax and After-Tax FrameworksClaims reserving, A correlated Bayesian model
Clarify Current Position / Identify Problems and OpportunitiesClient-Centered Professional Financial Planning, Overcoming Challenges and Creating Opportunities for the ProfessionClient Engagement
Client ExpectationsClient File GuidelinesClient Relationships
Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth ManagementClient Segmentation
Client reviewsClustering Users of Multiple Sources of Information for Saving and Investment
Code Sec. 72(t) and Substantially Equal Periodic Payments - Part ICollection—Modular or ComprehensiveCollege Students' Knowledge and Use of Credit
Commercial Real Estate Valuation: Fundamentals versus Investor SentimentCommissionsCommitment, Risk, and Consumption, Do Birds of a Feather Have Bigger Nests?
CommunicationsComparing mean variance tests with stochastic dominance tests when assessing international portfolio diversification benefitsCompensation Challenges
ComplaintsCompleting Debt Management Plans in Credit Counseling: An Application of the Theory of Planned BehaviorConcordia University
Confidentiality, Privacy, PhotocopyingConfirming GoalsConflicts of Interest
Conflicts of Interest in Financial IntermediationConsensus Market Forecasts: Too Risky To Rely On ExpertsConstant Growth Assumption
Constant Mix Portfolios and Risk AversionConstructing Age-Dependent PortfoliosConsumer Attitudes
Consumer Guide on Financial PlanningConsumer Information Search When Making Investment DecisionsConsumption Commitments, Neoclassical Foundations for Habit Formation
Contracting for Collaborative ServicesContribution ScoresControl over money and the savings decisions of Canadian households
Convention of Independent Financial AdvisorsCorporate Governance: An International ReviewCorporate Tax
Correlation and Volatility Dynamics in REIT Return: Performance and Portfolio CosiderationsCountry Risk and International Portfolio Diversification for the Individual InvestorCovered Call Writing As A Strategy For Small Investors
Credit Card Practices of Vietnamese and Laotian Newcomers to Canada: A 10-year Longitudinal PerspectiveCredit Cards Held by College Students
Cross-Border Financial Planning AllianceCross Border Financial PlanningCubes and the Individual Investor
Currency Conversion CalculatorCurrency LegendDalhousie University
David BlakeDeanna L. SharpeDebit Card Usage: An Examination of its Impact on Household Debt
Debt ManagementDebt Ratio
Decomposing the U. S. External Returns Differential
Delaying Social Security payments: a bootstrapDemographic correlations of risk toleranceDemographics
Demons in the Financial WorldDennis C. ReardonDependents with Special Needs
Determinants Of Subjective And Objective Risk ToleranceDetermining a mutual fund’s equity class
Determining the Saving Rate Necessary for a Comfortable RetirementDeutschDeutsche Gesellschaft für Finanzplanung e.V.
Developing a Wealth Management StrategyDevelopment Of A National Certification Examination For Homeowner Educators And Housing Counselors
Difficult Questions from Clients: How Practitioners RespondDipPFSDiploma in Financial Planning
Disability income insurance premiums: An investigation of the decision to pre-tax or post-tax the premiumsDisclosure of Potential Conflict of InterestDisclosure of information on order execution practices of market centers: How can investors utilize it?
Discussion PagesDisengagement and Client TransferDistinguished Financial Advisor
Distributing excess cash: the role of specially designated dividendsDiversification by Approach or StyleDiversifying Retirement Portfolios With Computerized Spreadsheets
Divorce PlanningDo Precious Metals Shine? An Investment PerspectiveDo equity-linked certificates of deposit have equity-like returns?
Does Prior Banking Experience Matter? Differences of the Banked and Unbanked in Individual Development AccountsDr. Seung-Woog (Austin) KwagDream Planner:Fact Finder List
Drop-Out from Individual Development Accounts: Prediction and PreventionDynamic:Fact Finder ListDynamic:Training Opportunities
Dynamic Consumption and Portfolio Decisions with Time Varying Asset ReturnsDynamic retirement withdrawal planningEBS Finanzakademie
EFPA SpainETFs
EVOKE™: A Life Planning Methodology for the Coming Revolution in Client RelationshipsEasing college students' transition into the financial planning professionEconometric Assumptions
Economic Derivatives Markets - New Opportunities for Individual InvestorsEdit TablesEditing Pages
Education PlanningEducational Desires of Credit Counseling Clients
Effect of Personal Financial Knowledge on College Students' Credit Card BehaviorEffect on Net Worth of 15- and 30-Year Mortgage TermEfficient Frontier
Efficient Frontier CalculatorEjercicio de la profesión: las mejores prácticasElder Abuse
Elder Planning CounsellorEmbedded options in enhanced certificates of deposit
Emergency funds and alternative forms of savingEmployee BenefitsEmployee Education and the Likelihood of Having a Retirement Savings Program
Employee saving and investment decisions in defined contribution pension plans: survey evidence from the U.K.Engagement Agreement & Understanding for Comprehensive Advisory Services
Engagement Agreement for Modular Planning ServicesEnglish HomeEnhancing Cultural Competence in Financial Counseling and Planning: Understanding Why Families Make Religious Contributions
Environmental and Biopsychosocial Profiling as a Means for Describing Financial Risk-Taking BehaviorEspañol
Estate Distribution AnalysisEstate TaxesEstate planning
Estimating Risk Tolerance: The Degree of Accuracy and the Paramorphic Representations of the EstimateEthicsEuropean Financial Planning Association (EFPA)
European Financial Planning Association NederlandEuropean Journal of Operations ResearchEuropäische Akademie für Finanzplanung
Evidence on the profitability of credit card arbitrageExact methods for large-scale multi-period financial planning problems
Expected returns, correlations, and optimal asset allocationsExploitable cross autocorrelations among iSharesExploring the Design of Financial Counseling for Mortgage Borrowers in Default
FAIR CanadaFAQTest
FPSB Ireland