Definición de un modelo para la planeación financiera personal aplicado al caso colombiano
Definition of a model for personal financial planning applied to the Colombian case;
Definição de um modelo para o planejamento financeiro pessoal aplicado ao caso colombiano
dc.contributor.author | Rojas López, Miguel David | |
dc.contributor.author | Maya Fernández, Lina Marcela | |
dc.contributor.author | Valencia Corrales, María Elena | |
dc.date.accessioned | 2018-04-13T21:18:18Z | |
dc.date.available | 2018-04-13T21:18:18Z | |
dc.date.created | 2017-12-31 | |
dc.identifier.issn | 1692-3324 | |
dc.identifier.uri | http://hdl.handle.net/11407/4680 | |
dc.description.abstract | Planeación financiera personal es un conjunto de actividades requeridas para definir objetivos, establecer de planes de acción y satisfacer necesidades financieras de individuos. Diferentes autores representan el proceso de planeación financiera personal a través de modelos presentando desventajas para aplicarlos en el ámbito colombiano porque han sido creados en países desarrollados, suponen la existencia de una industria de planeación financiera y no existen estudios académicos que los adapten para las necesidades propias del entorno. Para solucionar estas desventajas se propone en esta investigación la definición de un modelo unificador de planeación financiera personal, que agrupe los diferentes elementos que se identifican a partir de los modelos estudiados y que tenga aplicación en el entorno colombiano. | spa |
dc.description.abstract | Personal financial planning is a set of activities required for defining objectives, setting action plans, and satisfying financial needs of individuals. Different authors represent the personal financial planning process through models, indicating disadvantages to apply them in the Colombian environment since they have been created in developed countries; they suppose the existence of a financial planning industry and there are no academic studies which adapt them to meet the inherent needs of the environment. In order to solve such disadvantages, this research proposes the definition of a unifying personal financial planning model which embraces different elements that are identified from studied models, applicable in the Colombian environment. | spa |
dc.description.abstract | Planejamento financeiro pessoal é um conjunto de atividades requeridas para definir objetivos, estabelecer planos de ação e satisfazer necessidades financeiras de indivíduos. Diferentes autores representam o processo de planejamento financeiro pessoal por meio de modelos que indicam desvantagens para aplicá-los no contexto colombiano, porque foram criados em países desenvolvidos, além de supor a existência de uma indústria de planejamento financeiro e porque não existem estudos acadêmicos que os adaptem para as necessidades próprias desse entorno. Para solucionar as desvantagens, propõe-se, nesta pesquisa, a definição de um modelo unificador de planejamento financeiro pessoal que agrupe os diferentes elementos identificados a partir dos modelos estudados e que tenha aplicação no contexto colombiano. | spa |
dc.format.extent | p. 155-171 | spa |
dc.format.medium | Electrónico | spa |
dc.format.mimetype | application/pdf | |
dc.language.iso | spa | |
dc.publisher | Universidad de Medellín | spa |
dc.relation.uri | http://revistas.udem.edu.co/index.php/ingenierias/article/view/1211 | |
dc.rights.uri | http://creativecommons.org/licenses/by-nc-sa/4.0/ | * |
dc.source | Revista Ingenierías Vol. 16, Núm. 31 (2017): Julio-Diciembre; 155-171 | spa |
dc.subject | financial education | spa |
dc.subject | personal finances | spa |
dc.subject | personal financial planning | spa |
dc.subject | Finanzas personales, planeación financiera personal, educación financiera | spa |
dc.subject | educação financeira, finanças pessoais, planejamento financeiro pessoal | spa |
dc.title | Definición de un modelo para la planeación financiera personal aplicado al caso colombiano | spa |
dc.title | Definition of a model for personal financial planning applied to the Colombian case | spa |
dc.title | Definição de um modelo para o planejamento financeiro pessoal aplicado ao caso colombiano | spa |
dc.type | Article | eng |
dc.rights.accessrights | info:eu-repo/semantics/openAccess | |
dc.identifier.doi | https://doi.org/10.22395/rium.v16n31a8 | |
dc.relation.citationvolume | 16 | |
dc.relation.citationissue | 31 | |
dc.relation.citationstartpage | 155 | |
dc.relation.citationendpage | 171 | |
dc.audience | Comunidad Universidad de Medellín | spa |
dc.publisher.faculty | Facultad de Ingenierías | spa |
dc.coverage | Lat: 06 15 00 N degrees minutes Lat: 6.2500 decimal degreesLong: 075 36 00 W degrees minutes Long: -75.6000 decimal degrees | spa |
dc.publisher.place | Medellín | spa |
dc.creator.affiliation | Rojas López, Miguel David; Universidad Nacional de Colombia | spa |
dc.creator.affiliation | Maya Fernández, Lina Marcela; Universidad Pontificia Bolivariana | spa |
dc.creator.affiliation | Valencia Corrales, María Elena; Fundación Universitaria Luis Amigó | spa |
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dc.rights.creativecommons | Attribution-NonCommercial-ShareAlike 4.0 International | * |
dc.identifier.eissn | 2248-4094 | |
dc.type.coar | http://purl.org/coar/resource_type/c_6501 | |
dc.type.version | info:eu-repo/semantics/publishedVersion | |
dc.type.local | Artículo científico | spa |
dc.type.driver | info:eu-repo/semantics/article | |
dc.identifier.reponame | reponame:Repositorio Institucional Universidad de Medellín | spa |
dc.identifier.repourl | repourl:https://repository.udem.edu.co/ | |
dc.identifier.instname | instname:Universidad de Medellín | spa |
dc.relation.ispartofjournal | Revista Ingenierías Universidad de Medellín | spa |