Title page for ETD etd-04012010-152045

Document Type Master's Dissertation
Author Crankshaw, Hugh
URN etd-04012010-152045
Document Title Personal financial planning : strategies for successful practice management
Degree MBA
Department Gordon Institute of Business Science
Advisor Name Title
Mr J Ford Supervisor
  • personal financial planning
Date 2007-04-08
Availability unrestricted

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.

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

Please cite as follows:

Crankshaw, H 2006, Personal financial planning : strategies for successful practice management, MBA dissertation, University of Pretoria, Pretoria, viewed yymmdd < http://upetd.up.ac.za/thesis/available/etd-04012010-152045/ >


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