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Personal financial planning : strategies for successful practice management
Dissertation (MBA)--University of Pretoria, 2010.
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| Format: | Thesis |
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University of Pretoria
2013
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| _version_ | 1867613691014283264 |
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| access_status_str | Open Access |
| author2 | Ford, John |
| author_browse | Ford, John |
| author_facet | Ford, John |
| collection | Thesis |
| dc_rights_str_mv | © 2006 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. No part of this work may be reproduced or transmitted in any form or by any means, without the prior written permission of the University of Pretoria |
| description | Dissertation (MBA)--University of Pretoria, 2010. |
| format | Thesis |
| id | oai:repository.up.ac.za:2263/23703 |
| institution | University of Pretoria (South Africa) |
| last_indexed | 2026-06-10T12:40:10.037Z |
| license_str | Other — see source repository |
| provenance_str_mv | Harvested via OAI-PMH from UPSpace — University of Pretoria Institutional Repository |
| publishDate | 2013 |
| publishDateRange | 2013 |
| publishDateSort | 2013 |
| publisher | University of Pretoria |
| publisherStr | University of Pretoria |
| record_format | dspace |
| source_str | UPSpace — University of Pretoria Institutional Repository |
| spelling | oai:repository.up.ac.za:2263/23703 Personal financial planning : strategies for successful practice management Ford, John upetd@up.ac.za Crankshaw, Hugh UCTD Personal financial planning Dissertation (MBA)--University of Pretoria, 2010. This research project identified principles of practice management as applied to the personal financial planning process. The purpose of this research was to establish principles that Financial Planners could use to improve service delivery to the individual. In broad terms this is known as practice management and this research attempted to develop a greater understanding of practice management and provide a basis for further research on the subject.To do this in a meaningful way the research had two structured phases. The first phase was a theoretical study that provided the basis for the design of a research instrument. The second phase was an empirical study that was done on the responses received on the research instrument to establish principles of practice management.The research successfully identified four components and twenty principles of practice management, as well as three demographic drivers of income and succeeded in meeting the research objectives. Gordon Institute of Business Science (GIBS) unrestricted 2013-09-06T15:44:41Z 2010-06-29 2013-09-06T15:44:41Z 2007-04-08 2010-06-29 2010-04-01 Dissertation Crankshaw, H 2006, Personal financial planning : strategies for successful practice management, MBA dissertation, University of Pretoria, Pretoria, viewed yymmdd < http://hdl.handle.net/2263/23703 > G10/266/ag http://hdl.handle.net/2263/23703 http://upetd.up.ac.za/thesis/available/etd-04012010-152045/ © 2006 University of Pretoria. All rights reserved. The copyright in this work vests in the University of Pretoria. No part of this work may be reproduced or transmitted in any form or by any means, without the prior written permission of the University of Pretoria application/pdf University of Pretoria |
| spellingShingle | UCTD Personal financial planning Personal financial planning : strategies for successful practice management |
| title | Personal financial planning : strategies for successful practice management |
| title_full | Personal financial planning : strategies for successful practice management |
| title_fullStr | Personal financial planning : strategies for successful practice management |
| title_full_unstemmed | Personal financial planning : strategies for successful practice management |
| title_short | Personal financial planning : strategies for successful practice management |
| title_sort | personal financial planning strategies for successful practice management |
| topic | UCTD Personal financial planning |
| url | http://hdl.handle.net/2263/23703 http://upetd.up.ac.za/thesis/available/etd-04012010-152045/ |