Finanzas Personales
Estudio conciso de la planificación y administración financiera a nivel personal.
Prontuario del curso
Texto sugerido del curso
Personal Finance by
Discover the keys to personal financial management with the practical introduction in Garman/Fox's market-leading PERSONAL FINANCE, 14th EDITION. The step-by-step approach gives you a set of actionable items on how to save and invest, manage financial risk, plan for taxes, decrease credit card debt and reduce financial stress throughout your lifetime. Financial planning sounds easy but has proven difficult for far too many. Throughout the book you will find many "notes from our future selves", which are based on decades of research in personal finance where the authors have come to understand the cognitive and implicit biases that influence our financial decisions. All too often, these biases distract people from a more direct path to financial goals. Many math-based examples allow you to get your hands on the ideas behind trading present consumption for that planned in the future. With the latest updates and learning tools, this edition prepares you for personal financial success.
ISBN: 9780357901496Publication Date: 2023
Bibliografía recomendada
International Handbook of Financial Literacy by
This Handbook presents in-depth research conducted on a myriad of issues within the field of financial literacy. Split into six sections, it starts by presenting prevalent conceptions of financial literacy before covering financial literacy in the policy context, the state and development of financial literacy within different countries, issues of assessment and evaluation of financial literacy, approaches to teaching financial literacy, and teacher training and teacher education in financial literacy. In doing so, it provides precise definitions of the construct of financial literacy and elaborates on the state and recent developments of financial literacy around the world, to show ways of measuring and fostering financial literacy and to give hints towards necessary and successful teacher trainings. The book also embraces the diversity in the field by revealing contrasting and conflicting views that cannot be bridged, while at the same time making a contribution by re-joining existing materials in one volume which can be used in academic discourse, in research-workshops, in university lectures and in the definition of program initiatives within the wider field of financial literacy. It allows for a landscape of financial literacy to be depicted which would foster the implementation of learning opportunities for human beings for sake of well-being within financial living-conditions. The Handbook is useful to academics and students of the topic, professionals in the sector of investment and banking, and for every person responsible for managing his or her financial affairs in everyday life.
ISBN: 9789811003608Publication Date: 2016
Guía práctica de la gestión del patrimonio personal y empresarial by ISBN: 9788499540511Publication Date: 2018
More Than Money by
A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family's assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you'll improve your ability to preserve your family's resources over multiple generations. With an expert's perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family's wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves--this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
ISBN: 9781119264736Publication Date: 2017
Aprenda a cuidar su dinero: el mundo de las finanzas a su alcance by ISBN: 9786077440314Publication Date: 2015
The Conceptual Foundations of Investing by
The need-to-know essentials of investing This book explains the conceptual foundations of investing to improve investor performance. There are a host of investment mistakes that can be avoided by such an understanding. One example involves the trade-off between risk and return. The trade-off seems to imply that if you bear more risk you will have higher long-run average returns. That conclusion is false. It is possible to bear a great deal of risk and get no benefit in terms of higher average return. Understanding the conceptual foundations of finance makes it clear why this is so and, thereby, helps an investor avoid bearing uncompensated risks. Another choice every investor has to make is between active versus passive investing. Making that choice wisely requires understanding the conceptual foundations of investing. * Instructs investors willing to take the time to learn all of the concepts in layman's terms * Teaches concepts without overwhelming readers with math * Helps you strengthen your portfolio * Shows you the fundamental concepts of active investing The Conceptual Foundations of Investing is ultimately for investors looking to understand the science behind successful investing.
ISBN: 9781119516323Publication Date: 2018
¿Qué haces con tu dinero? mejora tus finanzas personales by ISBN: 9786075630694Publication Date: 2020
Método G.A.N.A.R.: logra, de forma definitiva, tu libertad financiera by ISBN: 9788468543116Publication Date: 2019
Seguros y finanzas para la familia by
El contenido de esta obra tiene una orientación fundamentalmente práctica con actividades diseñadas para facilitar al lector/alumno la asimilación de los contenidos en aspectos como la captación de personal. El análisis de necesidades y objetivos de la empresa, competencias clave de la organización, captación interna y externa, análisis y toma de decisiones. Selección interna: estudio del potencial humano dentro de la organización, métodos y técnicas de reclutamiento, selección externa: fuentes de captación, soporte informático en las tareas de captación, preselección de candidatos, selección científica de personal, métodos objetivos en selección de personal. La entrevista, características y tipos, fases y variables que afectan a la entrevista, informe psicoprofesional, etapa de seguimiento, plan de acogida.
ISBN: 9781449281335Publication Date: 2013
Buffett's Tips by
What if you could learn financial literacy from Warren Buffett himself? Finance is a language like any other: the more fluently you speak it, the further--and more comfortably--you travel. And if you want to improve your financial literacy, what better teacher could you have than Warren Buffett? Often described as the greatest investor of all time, Warren Buffett started his investment firm with$100 in the late 1950s and went on to become the billionaire and sage we know today. Along the way he's reaped huge profits for fellow investors in Berkshire Hathaway and remains one of the most sought-after and closely watched figures in the business world. So how did he do it? In Buffett's Tips, award-winning professor and professional investor John M. Longo demonstrates just how by translating decades of Buffett's writings and media appearances into a 100 straightforward tips and strategies anyone can follow for enhanced financial literacy and independence, including: Essential concepts like the time value of money and compound interest Basic financial instruments, such as savings and checking accounts and certificates of deposit Approaches to valuing stock, including discounted cash flow and relative valuation How to build a portfolio in accordance with Buffett's two golden rules Whether you want to grow your personal finances, develop your business acumen, or improve softer career skills such as emotional intelligence, there's no one better to learn from than the most famous investor in the world--and no better way to do that than having a copy of Buffett's Tips close at hand.
ISBN: 9781119763727Publication Date: 2020
Finanzas Personales : Cuatro Principios para Invertir Bien by ISBN: 9788483565308Publication Date: 2011
A Critically Compassionate Approach to Financial Literacy by
A Critically Compassionate Approach to Financial Literacy offers a unique approach to conceptualizing financial literacy. Differentiating between notions of financial worth and personal self-worth, the authors present a description of financial literacy tenets founded in principles of self-awareness and cooperative community that are rooted in principles of compassion. Basing their work on principles of psychological and archeological research that associates personal wellness with self-security based on principles of trust, the authors posit that personal fulfillment occurs independently of accumulated financial resources. Featuring standards for Grades 4 and 8, offering stimulating questions for discussion, and ideas for classroom activities, A Critically Compassionate Approach to Financial Literacy represents an engaging classroom resource for elementary and middle level social studies methods courses as well as those that concern topics that relate to culturally responsive teaching and social justice. Regardless of your financial background and awareness, this text will challenge your thinking about the meaning of being financially literate and the consequences for society.
ISBN: 9789463001304Publication Date: 2015
InvertArte: el arte de dominar tus finanzas e inversiones by ISBN: 9789506418687Publication Date: 2014
Rattiner's Secrets of Financial Planning by
Learn what it takes to be a success from the 'all-stars' of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from 'the best of the best' in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
ISBN: 9781119594260Publication Date: 2020
Reset Your Barcode by
A new way to think about money that can transform your life and turn struggle into success. Wealth cannot be created or destroyed. It already exists. You cannot spend your way to prosperity. Money doesn't buy happiness. It buys options. These are just a few of the financial principles explored in this wise, mind-opening guide to understanding money and its role in our lives--and how we can find our way to financial freedom. In order to have a strong global and national economy, we must strengthen the economy of each and every family. Reset Your Barcode exposes the myths and misconceptions that surround money in the modern world, and introduces time-tested strategies and unique, easy-to-use tools to help you make daily decisions that reduce your financial stress--and bring lasting value to your life.
ISBN: 9781614487791Publication Date: 2013
Planning a Successful Future by
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important--and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
ISBN: 9781119187974Publication Date: 2016
Personas, dinero y libertad: un libro sobre cómo funcionan las inversiones y el impacto en el ser humano by ISBN: 9789560107886Publication Date: 2020
Bases de datos Administración de Empresas
Bases de datos para localizar revistas académicas y profesionales en temas de Administración de Empresas:
- ABI/INFORM CollectionLa base de datos presenta miles de revistas de texto completo, disertaciones, documentos de trabajo, publicaciones clave de negocios y economía, como The Economist, informes centrados en el país y la industria, y datos descargables. Su cobertura internacional ofrece a los investigadores una imagen completa de las empresas y las tendencias comerciales en todo el mundo.
Temas: Administración, Contabilidad, Negocios, Finanzas, Economía, Seguros, Recursos Humanos, Gerencia, Liderazgo, Marketing, Mercadeo, Empresarismo, Banca. Accounting, Administration, Business, Compañías, Companies, Commerce, Finance, Human Resources, Insurance, Economy, Banking - Accounting, Tax & Banking CollectionContiene indices y articulos en texto completo de publicaciones en el área de contabilidad y finanzas.
Otros temas: Administración, Economía, Seguros, Recursos Humanos, Gerencia, Liderazgo, Marketing, Mercadeo, Empresarismo, Banca. - Business Market Research This link opens in a new windowContiene Informes y Perfiles de mercado de compañías, Industrias procedente de tres reconocidas fuentes, Hoover's Company Profile, OxResearch, y Snapshots.
Temas: Finanzas, Negocios, Administración, Administración de Empresas, Compañías, Industry Reports, Informes, Perfiles, Industrias - Proquest Databases This link opens in a new windowPermite realizar búsquedas en todas las bases de datos de Proquest.
Proquest Central, Dissertation Abstracts & Thesis, Historical Newspapers: The New York Times y Worldwide Political Science Abstracts - Dialnet This link opens in a new windowDialnet es uno de los mayores portales bibliográficos del mundo, cuyo principal cometido es dar mayor visibilidad a la literatura científica hispana.
- Directory of Open Access Journals (DOAJ) This link opens in a new windowEl Directory of Open Access Journals es un servicio que provee acceso gratuito a revistas cientiicas y academicas en diversos idiomás y materias.
- Google Scholar This link opens in a new windowBase de datos bibliográfica multidisciplinaria. Provee acceso a la información bibliográfica y en ocasíones el texto completo de artículos, documentos, libros, tesis y disertaciones.
- Redalyc This link opens in a new windowRedalyc incluye revistas científicas de los países de América Latina y el Caribe, España y Portugal.
Magazines y periódicos internacionales en temas de economía, finanzas y negocios
- PressReader Business & Current AffairsProvee acceso a magacines y periódicos en temas de economía, finanzas y negocios. Aquí encontrará reconocidos títulos como: Forbes, Fortune, Business World, Business Times, Harvard Deusto Business Review, Inc. y muchos más.
Para búsqueda de información sobre leyes, casos y reglamentos puede utilizar las siguientes bases de datos:
- MicroJuris This link opens in a new windowBase de datos especializada en información legal.
Temas:
Leyes, Puerto Rico, Criminalidad, Justicia Criminal, Criminología, Law, Legislation, Legislación, Casos, Criminology, Criminal Justice, Cases - Ayuda Legal PRProvee información relacionada a temas legales que abarcan derecho de familia, inmigración, género, educación, herencias, etc.
Temas: Leyes, Law, Puerto Rico - FindLawProvee acceso a fuentes de información de leyes federales por estado.
Temas: Derecho, Leyes, Justicia Criminal, Justicia, Criminología, Law, Legislation,
Legislación, Casos , Jurisprudencia, Criminology, Justice, Criminal Justice, Cases,
Jurisprudence
Sitios web
- Bloomberg Provee acceso a información de datos relacionado al mundo financiero y la bolsa de valores. Temas: Finanzas, Administración de Empresas, Economía, Business, Compañías, Companies, Finance, Industrias Economy, Comercio, Commerce, Banking, Banca
- Central bank and monetary authority websites Directorio que recoge los sitios web de los bancos centrales y bancos de diferentes países del mundo. Temas: Finanzas, Administración de Empresas, Business, Finance, Banking, Banca
- EuroStat Provee información sobre datos económicos y financieros de los países de la Unión Europea. Temas: Finanzas, Estadísticas, Administración de Empresas, Business, Finance, Statistics, Economic statistics, Estadísticas económicas
- Federal Deposit Insurance Corporation (FDIC) Provee acceso a datos estadísticos sobre el mundo de la banca y las finanzas. Temas: Finanzas, Finance, Seguros, Insurance, Banking, Banca
- Federal Reserve System El Sistema de la Reserva Federal es el banco central de Estados Unidos. Realiza cinco funciones generales para promover el funcionamiento eficaz de la economía de los Estados Unidos y, de manera más general, el interés público. Provee acceso a datos, estadísticas, informes y educación para el consumidor. Temas: Finanzas, Administración de Empresas, Economía, Business, Finance, Economy, Banking, Banca
- Free Management Library Provee acceso a información variada en temas de administración, comercio, gerencia, finanzas, negocios, recursos humanos y seguros. Temas: Contabilidad, Finanzas, Negocios, Mercadeo, Empresarismo, Recursos Humanos, Administración, Administración de Empresas, Accounting, Administration, Business, Finance, Marketing, Labor, Human Resources, Comercio, Commerce, Seguros, Insurance, Management, Gerencia, Entrepreneurship
- GEM: Global Entrepreneurship Monitor Provee acceso a informes, datos estadísticos y perfiles sobre administración y desarrollo empresarial. Temas: Negocios, Empresarismo, Administración, Administración de Empresas Administration, Business, Comercio, Commerce, Entrepreneurship
- IMF Data (International Monetary Fund) Contiene datos del Fondo Monetario Internacional, tasas de cambio y otros indicadores económicos y financieros y estadísticas financieras internacionales desde 1948. Los indicadores disponibles normalmente incluyen el tipo de cambio de un país, la posición del fondo, la liquidez internacional, las estadísticas monetarias y las tasas de interés. , precios, producción, trabajo, transacciones internacionales, cuentas gubernamentales, cuentas nacionales y población. (Actualizado mensualmente) Los datos de IFS e IMF requieren un registro / inicio de sesión gratuito en línea. Puede ver el IFS y otros conjuntos de datos sin registrarse, pero solo puede guardar y descargar datos registrándose. Temas: Finanzas, Negocios, Administración de Empresas, Economía, Business, Finance, Economy
- NAIC Center for Insurance Policy & Research Library Centro de Recursos del National Association of Insurance Commissioners provee acceso a estadísticas, informes y artículos. Temas: Finanzas, Administración de Empresas, Business, Finance, Seguros,Insurance
- OECD iLibrary Biblioteca Digital de la Economic Cooperation and Development (OECD) que provee acceso a las pubicaciones, informes, estadísticas e indicadores en diversos temas de economía a nivel mundial. Temas: Economía, Statistics Economy, Poverty, Pobreza Desarrollo económico Economic development, Estadísticas
- Oficina del Comisionado de Instituciones Financieras (OCIF) Sitio web de la Oficina del Comsionado de Instituciones Financieras de Puerto Rico (OCIF). Provee acceso a leyes, reglamentos, información para consumidores y estadísticas. Temas: Finanzas, Finance, Banking, Banca