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Dissertations / Theses on the topic 'Financial planang'

Author: Grafiati
Published: 28 May 2022
Last updated: 31 July 2025

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1

Сюркало, Б. І. "Планування в системі управління фінансами банківських установ". Thesis, Українська академія банківської справи Національного банку України, 2007. http://essuir.sumdu.edu.ua/handle/123456789/60978.

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Розглянуто основні проблеми банківського менеджменту в сфері управління фінансами<br>Проблема банківського менеджменту в Україні відноситься до числа найменш розроблених. Поки що кожний банкір будує менедж- мент у своєму банку, опираючись не на систему загальноприйнятих цінностей, а лише на своє індивідуальне сприйняття дійсності.
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2

Elijah, J. J. "A strategic financial planning model." Thesis, Stellenbosch : Stellenbosch University, 2000. http://hdl.handle.net/10019.1/49669.

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Thesis (MBA)--Stellenbosch University, 2000.<br>ENGLISH ABSTRACT: This report contains a strategic management model to assess the impact on the EVA тм of the individual business units and the consolidated group total of a Company, when manipulating any of the key business drivers. The model has been designed to deliver a solution to the end-user that is simple to operate and presents graphical outputs to enhance understanding and interpretation. The sensitivity analysis, the EVA тм tree and the financial statements are presented in Excel. A simulation technique is used to forecast NOPAT
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3

Chang, D. Tilly (Doris Tilly). "Analysis of financial planning requirements in transportation planning." Thesis, Massachusetts Institute of Technology, 1995. http://hdl.handle.net/1721.1/65045.

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4

Strebeľová, Veronika. "Financial Planning and Financial Analysis of a Limited Liability Company." Master's thesis, Vysoká škola ekonomická v Praze, 2011. http://www.nusl.cz/ntk/nusl-124842.

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Composition of financial plan for year 2012 and executing financial analysis of a limited liability company. In composition of financial plan were used three variant -- an optimistic, a realistic and a pesimistic. Used methods of financial analysis were analysis of absolute indicators and financial ratios, including logaritmical decomposition of Return on Equity. Comparing each of those variants with reality valid on May 31, 2012.
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Knutsen, Julie Therese. "The Benefits of Financial Coaching in the Professional Financial Planning Context." Thesis, Griffith University, 2016. http://hdl.handle.net/10072/365363.

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The potential for professional financial planning to benefit Australians economically, financially and psychologically is recognised by government. Financially, these benefits include increased savings, faster debt reduction, appropriate levels of insurance and less reliance on social security and a more financially literate society. Psychologically, the benefits include peace of mind that comes from an individual being confident in financial matters and better prepared for life changing events. However, despite 20 years of regulatory reform, the deficiencies in the quality of financial planni
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6

Palframan, Jaqueline Birgitta. "Educational needs of the financial planning industry." Thesis, Nelson Mandela Metropolitan University, 2014. http://hdl.handle.net/10948/d1020986.

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The South African financial planning industry experienced a rapid growth from its generic beginnings in the 1970’s to the vast levels of specialisation taking place in the 21st century. Financial planning, akin to the medical profession, is arguably one of the most critical areas of influence in the personal lifestyle planning of individuals given the increasing longevity brought about by the medical profession. Early transgressions and irregularities, as in the case of most industries, brought about the introduction of the Financial Advisory and Iintermediary Services (FAIS) Act in 2004 to re
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7

le, Roux Daniel Josua. "Retirement planning : could tax and financial literacy increase financial independence during retirement?" Diss., University of Pretoria, 2017. http://hdl.handle.net/2263/60503.

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Recent studies have indicated that only 6% of South African citizens can maintain their standard of living during retirement. This is of great concern to both the government and individuals. In an attempt to counter this dilemma, the government has implemented several new tax exemptions and deductions to encourage taxpayers to increase their retirement savings. However, uncertainty exists regarding the effectiveness of these exemptions and deductions. For individuals to benefit from same, they will need to be informed on and understand the principles on which they are based. Above all, South
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8

Durrheim, Meghan. "Women’s perceptions of successful financial retirement planning." Thesis, Rhodes University, 2018. http://hdl.handle.net/10962/60339.

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Financial retirement planning is an important component in ensuring that individuals accumulate sufficient wealth for retirement. Previous research suggests that many individuals are unable to accumulate sufficient wealth for retirement with the problem being particularly acute for women as they tend to spend less time planning financially for retirement when compared to men. Consequently, many women are unable to accumulate sufficient wealth for retirement. Despite the growing need to investigate women’s financial retirement planning, much research tends to focus on financial retirement plann
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9

Moss, John Gordon Robert. "Personal financial planning advice : barriers to access." Thesis, University of Birmingham, 2015. http://etheses.bham.ac.uk//id/eprint/6016/.

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With the move towards a society where responsibility has been placed upon the individual to make financial provision for future events, comes the need for individuals to be able to interact with the financial services sector and make informed decisions regarding their financial choices. This research focuses on the barriers that influence why and how consumers access advice from Regulated Financial Advisers. Three key variables are highlighted by this research that each affect the consumer’s ability to access regulated financial advice; Firstly, knowledge, where sub-themes relating to need, kn
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10

Owen, Andrew Peter. "Life cycle financial planning for UK investors." Thesis, University of Cambridge, 2010. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.608618.

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11

Carvalho, João Henrique Lima. "Strategic and financial planning of Ax Aviation." Master's thesis, Instituto Superior de Economia e Gestão, 2020. http://hdl.handle.net/10400.5/20836.

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Mestrado em Finanças<br>Sendo um projeto de conclusão de mestrado, o presente trabalho pretende avaliar a atratividade financeira e do modelo de negócios de uma start-up brasileira especializada na prestação de serviços de apoio a proprietários de jatos particulares e tripulantes. Para fazer a avaliação da empresa, o autor realizou uma análise setorial e de mercado do ambiente em que a empresa está inserida, seguida de um plano estratégico contendo detalhes de como a empresa se posiciona no mercado, os serviços prestados, a promoção métodos e cobertura geográfica. Para a avaliação financeira,
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White, Kenneth J. White. "Social Capital, Financial Planning, and Black Males." The Ohio State University, 2016. http://rave.ohiolink.edu/etdc/view?acc_num=osu1467641224.

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13

Voráček, Lukáš. "Quantitative approach to short-term financial planning." Master's thesis, Vysoká škola ekonomická v Praze, 2011. http://www.nusl.cz/ntk/nusl-113571.

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The aim of this study is to certify the legitimacy of employing quantitative methods in the day-to-day business practice. The task is approached as a case study of a real-life financial planning process. I work with the financial data of POS Media Czech Republic (a media company providing point-of-sale advertising solutions). My intention is to simulate the projection of a pro forma income statement with the use of quantitative methods. More specifically, I am applying time series prediction techniques in order to forecast POS Media's sales. The goal is, first, to demonstrate that quantitative
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Hammon, Mat. "Attitudes about alternate financial planning for churches." Online full text .pdf document, available to Fuller patrons only, 2001. http://www.tren.com.

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Borden, Lynne, and DenYelle Baete Kenyon. "Family Financial Management -- Planning for the Future." College of Agriculture and Life Sciences, University of Arizona (Tucson, AZ), 2004. http://hdl.handle.net/10150/156897.

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Matharu, Amiteshver, and Demijan Panic. "How can technological innovation reduce the need of financial literacy in financial planning?" Thesis, Blekinge Tekniska Högskola, Institutionen för industriell ekonomi, 2020. http://urn.kb.se/resolve?urn=urn:nbn:se:bth-20080.

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Increasingly more people lack the basic financial knowledge that would help them plan for their future. One aspect of it is not being aware of the long-term benefit of investing in the stock market. Increasing financial literacy with better financial education is a long-term solution. In the meanwhile, there is room for technological innovation to reduce the need for financial literacy which has not been covered by previous research and is therefore the topic of this research. More specifically, this study examines how financial literacy can be reduced in financial planning for households by h
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Zhang, Qiwei. "Analysis on demand of Financial Planning Service in 2016: Influence of Financial Literacy." The Ohio State University, 2019. http://rave.ohiolink.edu/etdc/view?acc_num=osu1555660498010599.

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18

Wills, Lester Anthony. "Personal financial preparation for retirement." Thesis, Electronic version, 2006. http://hdl.handle.net/1959.14/352.

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Thesis (PhD)--Macquarie University (Macquarie Graduate School of Management), 2006.<br>Bibliography: p. 242-259.<br>The research objective of this study is to investigate the relationship between an individual's involvement and their behaviour to prepare financially for retirement. More particularly, to determine if there is a significant positive relationship between involvement and their financial preparation for retirement, to establish whether the influence of involvement is moderated by an individual's age, income or gender, their level of education or the number of dependents they suppor
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19

McClure, Jeffrey W. "Profession and the Practice of Personal Financial Planning." Thesis, College for Financial Planning, 2015. http://pqdtopen.proquest.com/#viewpdf?dispub=1526174.

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<p> In the last third of the twentieth century, the financial, investment allocation, and management burden of providing for higher education, retirement, and the rising cost of health care, increasingly shifted from the government and corporations to the individual member of American society. As most were unprepared to bear that burden, an unfilled need came into existence for the middle-class individual or family to receive investment advice in order to effectively plan and manage a long-term investment portfolio. In the early 1970s the title <i>financial planner</i> began to commonly appear
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Holloway, Tony. "Financial management and planning in higher education institutions." Thesis, Brunel University, 2006. http://bura.brunel.ac.uk/handle/2438/411.

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The aim of this dissertation is to examine whether there is a better way in which higher education institutions might approach financial management, including the way in which they choose to allocate resources within their institutions. Why do I ask this? On the basis that higher education institutions exist not only to educate students, but also to contribute to the development and furtherance of knowledge, as well as making a contribution to the national economy in terms of expertise and commercialisation of intellectual property, I considered the way in which my own institution addressed th
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Greenfield, Margaret Ann. "Millennial Perceptions on Homeownership and Financial Planning Decisions." Thesis, Portland State University, 2018. http://pqdtopen.proquest.com/#viewpdf?dispub=10825414.

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<p> This master&rsquo;s thesis investigates the economic factors that are affecting the financial decision-making of educated, middle to upper class Millennials in Los Angeles, California. This thesis explores how economic factors, preferences, and self-efficacy interact to determine housing pathways. This thesis also asks whether Millennials in Los Angeles will be able to afford homes and how the cultural narrative of the American Dream affects preferences. In order to answer these questions, twenty in person interviews are conducted with residents of Los Angeles in which they are asked about
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Wolahan, Mollye A. (Mollye Ann) 1967. "Environmental risk assessment in financial institutions." Thesis, Massachusetts Institute of Technology, 1999. http://hdl.handle.net/1721.1/70723.

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Thesis (M.C.P. and S.M.)--Massachusetts Institute of Technology, Dept. of Urban Studies and Planning, 1999.<br>Includes bibliographical references (leaves 52-54).<br>Have the environmental risk assessment policies and procedures instituted by banks been successful in promoting the welfare of the environment? Have these policies and procedures succeeded in protecting banks from environment related liability? This thesis examines the impact of environmental risk management processes on the lending practices of banks. It also evaluates the success of these processes in achieving the goals for whi
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Gao, Shijia. "Intelligent agent assisted decision support for family financial planning /." access full-text access abstract and table of contents, 2005. http://libweb.cityu.edu.hk/cgi-bin/ezdb/thesis.pl?mphil-is-b19887735a.pdf.

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Thesis (M.Phil.)--City University of Hong Kong, 2005.<br>"Submitted to Department of Information Systems in partial fulfillment of the requirements for the degree of Master of Philosophy" Includes bibliographical references (leaves 114-132)
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24

Schneider, Christian. "Portfoliomanagement im financial planning : der Weg zur optimalen Vermögensstruktur /." Frankfurt am Main : Bankakad.-Verl, 2002. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=010046132&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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25

Dippenaar, Hendrik. "Factors influencing customer retention in the financial planning industry." Thesis, Nelson Mandela Metropolitan University, 2013. http://hdl.handle.net/10948/d1020809.

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As financial planners operate in a competitive business environment, it is important to identify how financial planners can apply relevant industry aspects to positively influence their customer satisfaction and customer retention levels. Although models of customer satisfaction and subsequently customer retention have been well researched for consumer products and services, there has been limited research in regards to financial planning. Previous research in the financial planning industry focussed on specific elements of financial planner-client relationships, for example trust, integrity a
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Sembos, Anna. "Integrated logistics and financial planning in the oil industry." Thesis, University of Cambridge, 2001. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.445654.

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27

Hannemann, Henrik Jonathan Nicolai. "Conservation planning in Europe : ecological, financial, and political challenges." Thesis, University of Oxford, 2017. http://ora.ox.ac.uk/objects/uuid:6180deed-8bab-4932-8a7c-e5bd54f765ed.

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Conservation of biodiversity and sustainable resource use are central aims within ecology. This thesis focuses on the current data and environmental frameworks used to support these aims across different states in Europe. In particular, it examines the impact of geo-political boundaries on data-use, funding and planning for temporal movement of species in response to climate change. It also examines the current environmental framework agreements in Europe and their capacity to deal with trans-boundary aspects of biodiversity change. Through examination of European biodiversity datasets, undert
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Su, Yi 1975. "The low-rated CMBS market : mortgage REIT, financial innovation and policy lessons from the Asian and Russian financial crisis." Thesis, Massachusetts Institute of Technology, 2004. http://hdl.handle.net/1721.1/28751.

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Thesis (S.M. and M.C.P.)--Massachusetts Institute of Technology, Dept. of Urban Studies and Planning, 2004.<br>Includes bibliographical references (leaf 54).<br>As one of the most important financial innovations in 1990s, Commercial Mortgage-Backed Securities (CMBS) have provided significant amounts of financing for commercial real estate. However, when the Asian and Russian financial crisis hit in 1998, the low rated CMBS market almost dried up and one of the dominant investors Criimi Mae went to Chapter 11 for protection. This study investigates the events systematically from the perspective
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Kubešová, Michaela. "Tvorba variant finančního plánu veřejné stavební zakázky z pohledu investora." Master's thesis, Vysoké učení technické v Brně. Fakulta stavební, 2018. http://www.nusl.cz/ntk/nusl-372036.

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Dissertation work is based on creation of variants financial plan public construction order from view of investor. The theoretical part is focusing on issue of public orders, preparation and planning orders and finally on their financing support. Practical part of dissertation is described specific public order, for which they are created variants of financing plans.
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Dao, Thi Anh Thu. "Women's perceptions regarding financial planning with specific reference to investment." Thesis, Nelson Mandela Metropolitan University, 2015. http://hdl.handle.net/10948/d1021185.

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Investment planning (as one of the key components of financial planning) is seen as an important solution to investment problems and challenges. Previous research however indicated that compare to men, women are not as confident and knowledgeable about financial and investment matters. As a result, women do not conduct investment planning until it is often too late and when they are confronted with a financial crisis or a life predicament such as a divorce or death. Given the lack of research attention focusing on women's perceptions of financial and investment planning in South Africa, and in
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Mokhtar, A. B. "Computerised financial planning models with reference to application in Malaysia." Thesis, University of East Anglia, 1985. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.353291.

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Salleh, Ak Mohd Hasnol Alwee. "Exploring an inclusive Islamic financial planning framework in Brunei Darussalam." Thesis, Durham University, 2013. http://etheses.dur.ac.uk/8501/.

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The 1970s has witnessed two novel developments in the realm of personal finance and Islamic finance. Within personal finance, the decade saw a growth in the demand for financial planning, moving from a sector that prior to the 1970s catered exclusively to the wealthy, to one that provides services to the middle-income class. In the field of Islamic finance, the decade is remembered for the establishment of the first Islamic bank and takaful (insurance) company that laid the foundations of an industry that is now reported to be a trillion dollar industry. This study is designed to explore if Is
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Chang, Ching-Wen, and 張競文. "Business Plan - Financial Planning Consultant." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/9nzv9x.

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碩士<br>國立臺灣大學<br>企業管理碩士專班<br>101<br>In 2012, I was given the task of increasing the business’s total revenue by 20% for 2013. In order to achieve this, an investigation of the insurance market was conducted in order to discover future business opportunities. I have discovered that the demand for Retirement Products will increase dramatically in the future due to Taiwan’s aging population and low birth rate. Targeting at the retirement sector, I re-examine my company’s organizational structure, product portfolio and sale team, and here by propose my business plan for future changes.
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Pan, Sai-Chih, and 潘賽智. "Financial planning of Construction Project." Thesis, 1996. http://ndltd.ncl.edu.tw/handle/48542849966519530011.

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Chang-Chien, Shin, and 張簡時. "A Study of Personal Financial Planning Concept,Forms and Retirement Financial Planning for Preshool Educators." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/45729786560101093982.

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碩士<br>國立臺東大學<br>進修部暑期幼兒教育碩士班<br>101<br>The purpose of this study was to explore the status and differences of personal financial planning concept, forms and retirement financial planning for preschool educators. The survey was conducted through a questionnaire by convenience sampling on 884 preschool educators. The following conclusions based on the findings were acquired, 1. This study found that personal financial planning concept among preschool educators were mostly considered to be prudent. With regards to financial planning forms, the
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Chang-Chien, Shih, and 張簡時. "A Study of Personal Financial Planning Concept, Forms and Retirement Financial Planning for Preschool Educators." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/52266480106373818990.

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碩士<br>國立臺東大學<br>幼兒教育學系碩士班<br>101<br>The purpose of this study was to explore the status and differences of personal financial planning concept, forms and retirement financial planning for preschool educators. The survey was conducted through a questionnaire by convenience sampling on 884 preschool educators. The following conclusions based on the findings were acquired, 1. This study found that personal financial planning concept among preschool educators were mostly considered to be prudent. With regards to financial planning forms, the 　　　　 savings-type insurance policy took highest proporti
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(9898064), D. Sanders. "Professional enlightenment of financial planning in Australia." Thesis, 2010. https://figshare.com/articles/thesis/Professional_enlightenment_of_financial_planning_in_Australia/13464506.

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"Traditional approaches to the academic consideration of professionalisation have tended to emerge from single disciplinary or at best, inter-disciplinary, approaches to the what, why, and how questions surrounding professions. This research project instead, takes a transdisciplinary apporach to considering how a profession might be defined and established in the Australian Financial Planning sector; in the context of challenging community, regulatory, market and professional conditions for trust in Financial Services that arises from a post 'global financlal crisis' world...The research empl
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Han, Huang Shi, and 黃詩涵. "The Study of Single Person Financial Planing Behavior." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/25wgjt.

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碩士<br>世新大學<br>經濟學研究所(含碩專班)<br>96<br>Based on the questionnaire proposed by 104 Corporation during August 27 to 31, 2007, the thesis analyzes the financial behavior of single jobseekers. Main results are the following: Firstly, single female jobseekers are more happy than male ones. Secondly, jobseekers with higher incomes are more happy. Thirdly, those born during 1981 to 1991 mostly admire 關穎 and those who have poor investment returns admire 郭台銘. A potential extensive issue of the study is to explore the financial behavior of all single persons.
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Rajbansi, Vimlesh. "Re-thinking financial planning : the changing role of the financial planner." Thesis, 2006. http://hdl.handle.net/10413/9804.

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This study which is located in Durban, South Africa examines the life insurance Industry in South Africa, the trends, local and international, and strategic issues and the thinking of the industry leaders that will impact upon current distribution business models. The impact of these on the role of the Financial Planner is highlighted, providing evidence of the international success of alternative models for the distribution of professional financial advice. The literature review in this study suggests that, from international experience, the weakest link in the present distribution chain of l
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Smith, Alvin R. "Financial planning for the Naval Officer." Thesis, 1988. http://hdl.handle.net/10945/23041.

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Wei, Liang Chin, and 梁勁煒. "Financial Planning of Retirement and Annuity." Thesis, 2003. http://ndltd.ncl.edu.tw/handle/56796931806556993292.

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碩士<br>國立交通大學<br>經營管理研究所<br>91<br>A procedure is Financial Planning of Retirement and Annuity. The proportion of population age 65 and older is growing in Taiwan, and the financial planning of retirements needs. But we found there is a great gap between people’s idea retirement and action. Most people hope to retire before the age of 55 and maintain the similar economic life before retirement, but very few people have the effective action. We found that people must do something to reach their idea retired life, and the younger people is more easy to reach their financial object then the older p
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chung-hasuan, Chen, and 陳忠炫. "Post-Retirement Financial Planning on Windows." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/57514836324738532900.

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碩士<br>開南大學<br>資訊及電子商務學系<br>96<br>The global life expectancy has been increasing since last five decades. The population aging trend has been becoming a fact and the financial deficits of the governments have been getting worse and worse both of them accelerate the current old-age economic protection system to be in crisis. Hence, preparing the individual retirement financial planning is the only way to do and the best policy to make. Owing to the information technology has made a great progress, it is popular to use computers now. Therefore, the main objective of this research is to integr
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Chiou, Mei Chyi, and 邱美齊. "The Financial Planning of Public Pension." Thesis, 1994. http://ndltd.ncl.edu.tw/handle/34731326442858793879.

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Smith, June. "Professionalism and ethics in financial planning." Thesis, 2009. https://vuir.vu.edu.au/15535/.

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Financial planning advice is becoming increasingly relevant to the economic objectives of Australians. However, the evidence suggests there are numerous ethical risks related to the provision of that advice and other factors that may be influencing the ethical decision making of financial planners and compliance officers in their respective roles. The purpose of this study was to enhance understanding of the ethical decision making of these financial planning participants within this context. This study is therefore a significant one in what is a relatively under-researched area of interest.
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LO, YI-HUI, and 羅伊惠. "A Research of Financial Literacy, Financial Behavior and Financial Planning of College Students in Taichung." Thesis, 2017. http://ndltd.ncl.edu.tw/handle/d5pcr4.

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碩士<br>亞洲大學<br>經營管理學系<br>105<br>The low income of graduates in Taiwan has become a serious issue. Besides, more undergraduates have applied for student loan, which leads to their financial burden nowadays. Given most of the undergraduates will enter the workforce right immediately after graduation, it is important for them to have correct financial knowledge and the concept of financial management, to develop financial hobbies, and to establish financial activity while they are still in campus. This current research aims at discovering the interrelationship between financial literacy, financial
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HUANG, HUNG-CHANG, and 黃宏彰. "The Relevance of the Financial Awareness, Retirement Planning and Financial Knowledge Discussions." Thesis, 2017. http://ndltd.ncl.edu.tw/handle/37qe5g.

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碩士<br>輔仁大學<br>金融與國際企業學系金融碩士在職專班<br>105<br>This study explores the relationship between financial literacy, retirement planning and financial literacy, through online survey of metropolitan workers on the three parts, we get 397 valid questionnaires by statistical analysis. The questionnaire results show that the degree of financial knowledge as the main key factor. The higher the level of financial knowledge group have, the more positive of financial behavior they do a positive retirement planning cycle. On the other hand, lacking of financial knowledge leads to the result that the people are
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Yang, Chia-Jung, and 楊佳蓉. "Personal Life-cycle Financial Planning Decision Model." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/4zb9e6.

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碩士<br>銘傳大學<br>財務金融學系碩士班<br>95<br>The gradual growth of the life expectancy of people, the decrease of the fertility rate, and the low replacement ratio of the laborer retirement reveal the importance of the wealth accumulation and asset allocation during personal life-cycle. Therefore, this research proposes employing a personal life-cycle financial planning model based on financial theory in order to help the variety of investors make a comprehensive personal financial planning decision. This research firstly constructs the implied longevity yield model to investigate whether the annuity insu
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48

Huang, Jason, and 黃加賜. "Corporate Financial Planning--A System Dynamic Approach." Thesis, 2001. http://ndltd.ncl.edu.tw/handle/41001688534199379370.

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49

WEI, JING-YI, and 魏菁誼. "A study of the Retirement financial planning." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/t2zdz8.

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碩士<br>僑光科技大學<br>財務金融研究所<br>103<br>The purpose of this study is to understand the general public in the central region of financial planning for retirement is based on their own economic situation and tailor, have to find their own financial tools, objectives, asset allocation a plan. so the study of different backgrounds under variables factors, financial instruments , purpose of financial , cognition and financial considerations. In this study spss analyze its findings as follows:&;quot;Financial instruments&;quot;, &;quot;purpose of financial&;quot;, &;quot;Cognition and financial considerat
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50

Tseng, Wen-Hsien, and 曾雯仙. "Development of an Integrated Financial Planning System." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/02248809656007720348.

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碩士<br>國立高雄應用科技大學<br>金融資訊研究所<br>101<br>Since the implementation of “The Financial Institutions Merger Act” and “The Financial Holding Company Act” in Taiwan, different financial institutions provide integrated financial planning and wealth management service for their customers. 　　Financial planning services must be customer-oriented and have to quantitatively analyze customer’s needs to provide the most suitable financial products for customers. Therefore, information system for financial planning are necessary for the service. This study developed such kind of systems. 　　This study intended t
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