Caso práctico de planificación financiera. Familia peruana

Author

Ariño Moreno, Arnau
Ortiz Cornejo, Sebastián Daniel

Abstract

The aim of this work is to do financial planning for a family with specific characteristics. This planning, in addition to retirement planning, also includes various goals over the years. Different measures will be suggested in order to achieve the objectives and meet the needs of the family. Finally, it will be observed if the objectives are met with the proposed measures.

 

Director

Rodríguez Pérez, Enrique

Degree

IQS SM - Master’s Degree in Wealth and Financial Management

Date

2020-07-21