Financial planning series for the personal financial planning and management system



Financial planning curriculum

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002274282 / 1988-03-21
Date of Publication:
January 27, 1988
Date of Creation:
1987
Title:
Financial planning curriculum : student guide / the Roosevelt University Institute for Financial Services Training, in cooperation with the National Center for Financial Services Training, Inc.
Description:
1 v.
Copyright Claimant:
the National Center for Financial Services Training, Inc.
Authorship on Application:
the National Center for Financial Services Training, Inc., employer for hire.
Names:
Roosevelt University. Institute for Financial Services Training
National Center for Financial Services Training, Inc. (3 documents)
example document: Tax planning and management strategies

Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002314227 / 1988-05-16
Date of Publication:
April 15, 1988
Date of Creation:
1988
Title:
Financial planning for the retired : exam no. 8313.
Series:
Advanced studies program, retirement planning series
Description:
39 p.
Number of similar titles:
6
Other Title:
Advanced studies program, retirement planning series
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning (1374 documents)
example document: Qualified retirement plans

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Financial planning process course

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002331510 / 1988-06-15
Date of Publication:
November 29, 1987
Date of Creation:
1987
Title:
Financial planning process course.
Description:
357 p.
Number of similar titles:
2
Copyright Claimant:
Pictorial, Inc.
Names:
Pictorial, Inc. (56 documents)
example document: Life insurance uses in estate planning

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Financial planning and control systems

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002401039 / 1988-08-26
Date of Publication:
March 9, 1987
Date of Creation:
1987
Title:
Financial planning and control systems : 412.
Basis of Claim:
New Matter: "revisions, new text."
Previous Registration:
Prev. reg., no. 847-321.
Description:
sheets.
Number of similar titles:
1
Variant title:
Financial planning and control systems : 412
Copyright Claimant:
Apollo Press, Inc., a subsidiary of Apollo Group, Inc.
Authorship on Application:
University of Phoenix, Inc., employer for hire.
Names:
Apollo Group, Inc. Apollo Press, Inc. (184 documents)
example document: Project management 450

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University of Phoenix, Inc. (5201 documents)
example document: HIS 458, History of human discovery classroom version

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Financial planning basics

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002463437 / 1988-12-07
Date of Publication:
July 15, 1987
Date of Creation:
1987
Title:
Financial planning basics : instructor's manual / edited by Wanda Zeman.
Imprint:
Chicago : Institute of Financial Education, c1987.
Description:
133 p.
Number of similar titles:
7
Similar Title:
Financial planning basics
Variant title:
Financial planning basics : instructor's manual
Copyright Claimant:
the Institute of Financial Education
Authorship on Application:
the Institute of Financial Education, employer for hire.
Names:
Wanda Zeman (4 documents)
example document: Financial planning basics
Institute of Financial Education, Chicago (85 documents)
example document: Human resources management

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Financial planning and the tax return

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002553041 / 1989-04-18
Date of Publication:
November 30, 1988
Date of Creation:
1988
Title:
Financial planning and the tax return.
Description:
3 v. + 1 p.
Copyright Claimant:
H. D. Vest, Inc.
Names:
H.D. Vest, Inc. (1 documents)
example document: Public speaking and seminars

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Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002634078 / 1989-08-23
Date of Publication:
April 24, 1989
Date of Creation:
1989
Title:
Financial planning for the retired : ADVS0301, 8316.
Basis of Claim:
New Matter: "new questions."
Series:
Advanced studies program, retirement planning series
Description:
41 p.
Number of similar titles:
6
Other Title:
Advanced studies program, retirement planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1374 documents)
example document: Advanced studies program, retirement planning series, financial planning for the retired

Financial planning when your time is limited

Type of Work:
Multimedia kit
Registration Number / Date:
TX0002642495 / 1989-05-24
Date of Publication:
December 1, 1988
Date of Creation:
1988
Title:
Financial planning when your time is limited.
Imprint:
Atlanta : Hume, c1988.
Description:
1 kit.
Number of similar titles:
11
Similar Title:
Financial planning when your time is limited
Copyright Claimant:
Hume Publishing, Inc.
Authorship on Application:
printed and recorded text: Hume Publishing, Inc., employer for hire.
Names:
Hume Publishing, Inc. (34 documents)
example document: Tax-saving strategies to put you ahead: planning your investments to minimize your taxes. By Richard Sherer

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Financial planning & investments

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002680657 / 1989-11-03
Date of Publication:
September 12, 1989
Date of Creation:
1989
Title:
Financial planning & investments : A Guide for the conservative investor / Randall G. West.
Description:
137 p.
Other Title:
A Guide for the conservative investor
Copyright Claimant:
Randall G. West
Names:
Randall G. West 1955-

Financial planning perceptions consumer study

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002718236 / 1989-11-02
Date of Publication:
September 15, 1989
Date of Creation:
1988
Title:
Financial planning perceptions consumer study / Joy Elaine Kovaleski.
Description:
microfiche.
Copyright Claimant:
Joy Elaine Kovaleski
Names:
Joy Elaine Kovaleski 1963-

Financial planning for the two-career family

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002760898 / 1990-02-23
Date of Publication:
December 28, 1989
Date of Creation:
1989
Title:
Financial planning for the two-career family / by Candace E. Trunzo.
Series:
Real life, real answers
Copyright Claimant:
Lee Simmons Associates, Inc.
Authorship on Application:
text: Lee Simmons Associates, Inc., employer for hire.
Names:
Candace E. Trunzo
Lee Simmons Associates, Inc. (7 documents)
example document: Your will and estate planning

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Financial planning guidelines for facility renewal and adaption

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002783091 / 1990-03-26
Date of Publication:
December 27, 1989
Date of Creation:
1989
Title:
Financial planning guidelines for facility renewal and adaption / prepared by John A. Dunn, Jr.
Copyright Note:
C.O. correspondence.
Description:
1 v.
Copyright Claimant:
Society for College and University Planning, the Association of Physical Plant Administrators of Universities and Colleges, National Association of College and University Business Officers & Coopers & Lybrand
Names:
Dunn, John A., Jr., 1934-
Coopers & Lybrand (45 documents)
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National Association of College and University Business Officers

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Association of Physical Plant Administrators of Universities and Colleges (7 documents)
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Society for College and University Planning (3 documents)
example document: 20/20 planning

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Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002893371 / 1990-07-13
Date of Publication:
April 12, 1990
Date of Creation:
1990
Title:
Financial planning for the retired.
Basis of Claim:
New Matter: additions, compilation.
Copyright Note:
C.O. correspondence.
Series:
Retirement planning series
Advanced studies program ;
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program ; ADVS0301, 8319
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (160 documents)
example document: Retirement planning series, financial planning for the retired

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Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002931255 / 1990-10-22
Date of Publication:
July 24, 1990
Date of Creation:
1990
Title:
Financial planning for the retired.
Basis of Claim:
New Matter: additional questions and compilation.
Series:
Advanced studies program.
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program : Retirement planning series ; ADVS0301, 8310
Copyright Claimant:
College for Financial Planning
Names:
College for Financial Planning, Denver (160 documents)
example document: Advanced studies program

Financial planning guide for retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002944653 / 1990-10-30
Date of Publication:
February 26, 1990
Date of Creation:
1990
Title:
Financial planning guide for retirement.
Copyright Claimant:
USAA Foundation
Names:
USAA (20 documents)
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USAA Foundation

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Financial planning for dentists considering a practice sale

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002972699 / 1990-12-03
Date of Publication:
September 1, 1990
Date of Creation:
1990
Title:
Financial planning for dentists considering a practice sale / material prepared by Gary Mandell.
Application Title:
1989 practice sale--financial planning aspects for the seller.
Basis of Claim:
New Matter: updating.
Previous Registration:
Prev. reg. 23Jan90, TX 2-765-704.
Series:
The Expert Series for Dentists
Description:
1 v.
Other Title:
Practice sale--financial planning aspects for the seller
Copyright Claimant:
Randall K. Berning & Affiliates
Names:
Gary Mandell
Randall K. Berning & Affiliates

Copyrights records by Randall K. Berning & Affiliates

Financial planning in medical imaging

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003150896 / 1991-09-06
Date of Publication:
March 8, 1991
Date of Creation:
1991
Title:
Financial planning in medical imaging.
Description:
1 v.
Copyright Claimant:
E. I. DuPont DeNemours & Company, Inc.
Names:
E.I. DuPont DeNemours & Company, Inc. (103 documents)
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Financial planning for the retired

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003159479 / 1991-09-25
Date of Publication:
April 10, 1991
Date of Creation:
1991
Title:
Financial planning for the retired : ADVS0301, 8312.
Basis of Claim:
New Matter: "new questions and compilation of the whole."
Series:
Advanced studies program, retirement planning series
Description:
1 v.
Number of similar titles:
6
Other Title:
Advanced studies program, retirement planning series
Copyright Claimant:
College for Financial Planning
Notes:
Standard examination.
Names:
College for Financial Planning (1374 documents)
example document: Advanced studies program, wealth management series, professionally managed assets

Financial planning for retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003187877 / 1991-11-05
Date of Publication:
January 2, 1990
Date of Creation:
1990
Title:
Financial planning for retirement / by Louis Morrell.
Description:
1 v.
Number of similar titles:
6
Copyright Claimant:
College and University Personnel Association
Names:
Louis Morrell
College and University Personnel Association (10 documents)
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Financial planning and control

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003217961 / 1991-12-24
Date of Publication:
April 1, 1991
Date of Creation:
1991
Title:
Financial planning and control : discussion leader guide / by Ernest J. Pavlock, Kathryn A. Forbes.
Series:
AICPA certificate of educational achievement ;
Number of similar titles:
2
Other Title:
AICPA certificate of educational achievement ; 1
Copyright Claimant:
American Institute of Certified Public Accountants
Notes:
Includes transparencies.
Authorship on Application:
American Institute of CPAs, employer for hire.
Names:
Kathryn A. Forbes
Ernest J. Pavlock

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American Institute of Certified Public Accountants (1800 documents)
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Financial planning for retirement

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003358165 / 1992-07-02
Date of Publication:
June 19, 1992
Date of Creation:
1991
Title:
Financial planning for retirement / G. Victor Hallman.
Basis of Claim:
New Matter: additions.
Number of similar titles:
6
Copyright Claimant:
McGraw-Hill, Inc.
Names:
G. Victor Hallman (9 documents)
example document: Personal financial planning

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McGraw-Hill, Inc. (9613 documents)
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Financial planning workbook for the terminally ill

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003427543 / 1992-10-27
Date of Publication:
July 1, 1992
Date of Creation:
1992
Title:
Financial planning workbook for the terminally ill.
Copyright Claimant:
PSW Enterprises, Inc.
Names:
PSW Enterprises, Inc. (1 documents)
example document: Making money with life settlements

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Financial planning for couples

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003549928 / 1993-05-12
Date of Publication:
May 1, 1993
Date of Creation:
1993
Title:
Financial planning for couples : how to work together to build security and success / Adriane G. Berg.
Edition:
Updated ed.
Basis of Claim:
New Matter: updated with new and revised text and compilation.
Description:
231 p.
Other Title:
How to stop fighting about money & make some
Copyright Claimant:
Adriane G. Berg, 1948-
Notes:
Originally published as How to stop fighting about money & make some.
Names:
Adriane G. Berg 1948-

Financial planning appplications

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003582571 / 1993-06-22
Date of Publication:
June 8, 1993
Date of Creation:
1993
Title:
Financial planning appplications : vol. 1-2 : HS 332 study supplement for examinations from July 1, 1991, through June 30, 1994.
Edition:
11th ed.
Basis of Claim:
New Matter: editing; rev. compilation.
Previous Registration:
Prev. reg. 1992, TX 3-306-689.
Description:
2 v. + sheets.
Number of similar titles:
1
Variant title:
Financial planning appplications : vol. 1-2
Copyright Claimant:
American College (Bryn Mawr, PA)
Names:
American College (Bryn Mawr, PA) (381 documents)
example document: HS 335 study guide for examinations from April 1, 1998, through December 31, 1998, Life insurance regulation, compliance, and the political process

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Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003612064 / 1993-05-19
Date of Publication:
January 1, 1993
Date of Creation:
1992
Title:
Financial planning : workbook / by Patricia M. Tengel.
Copyright Note:
C.O. correspondence.
Description:
27 p.
Number of similar titles:
428
Similar Title:
Financial planning for the utterly confused
Variant title:
Financial planning : workbook
Copyright Claimant:
Western Schools, Inc.
Names:
Patricia M. Tengel
Western Schools, Inc. (85 documents)
example document: Companion tape to Planning and working with the alternative minimum tax

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Financial planning 101

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004003758 / 1995-02-17
Date of Publication:
February 2, 1995
Date of Creation:
1995
Title:
Financial planning 101 : work book.
Description:
38 p.
Number of similar titles:
4
Variant title:
Financial planning 101 : work book
Copyright Claimant:
Akbar Allan Ali, 1956- & Fozia M. Andarge, 1958-
Names:
Fozia M. Andarge 1958-
Akbar Allan Ali 1956-

Financial planning

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004037745 / 1995-04-24
Date of Publication:
September 7, 1994
Date of Creation:
1994
Title:
Financial planning : a personal workbook / developed by J. Stewart Bonem.
Description:
196 p.
Number of similar titles:
428
Similar Title:
Financial planning focus
Copyright Claimant:
J. Stewart Bonem, 1944- (Stewart Bonem)
Names:
Stewart Bonem
J. Stewart Bonem 1944-

Financial planning for your future, protecting you family's security

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004043821 / 1995-04-19
Date of Publication:
April 16, 1995
Date of Creation:
1995
Title:
Financial planning for your future, protecting you family's security.
Description:
19 p.
Copyright Claimant:
M. Michael Markowich, 1945-
Names:
M. Michael Markowich 1945-

Financial planning process course

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004148749 / 1995-11-13
Date of Publication:
October 5, 1993
Date of Creation:
1993
Title:
Financial planning process course.
Basis of Claim:
New Matter: compilation & additions.
Previous Registration:
Prev. reg. 1988, TX 2-331-510.
Description:
344 p. + form.
Number of similar titles:
2
Copyright Claimant:
Pictorial, Inc.
Names:
Pictorial, Inc. (56 documents)
example document: Disability income

Financial planning process and insurance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004201133 / 1996-02-06
Date of Publication:
December 15, 1994
Date of Creation:
1994
Title:
Financial planning process and insurance.
Application Title:
College for Financial Planning's education program.
Basis of Claim:
New Matter: new questions.
Series:
College for Financial Planning's CFP professional education program
Description:
45 p.
Number of similar titles:
4
Copyright Claimant:
National Endowment for Financial Education
Notes:
Examination.
Names:
National Endowment for Financial Education

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