Available Now.

The first and only publication of its kind, The Process of Financial Planning: Developing a Financial Plan, provides a systematic process for teaching students how to write financial plans. By systematically working through the plan-writing process itself, students learn how to obtain and extract pertinent information, input data, analyze results, make appropriate changes, and present a proposed plan that will carry out their clients' goals.

·  Explain and foster sound planning logic and decision-making strategies

·  Present useful analytical tools - sample forms, questionnaires, and work sheets

·  Integrate the individual components of a comprehensive financial plan

Each Chapter Includes:

·  Learning Objectives

·  Flow Charts, Tables, Exhibits

·  Key Terms and Formulas

·  Planning Tips

·  Chapter Review

Table of Contents:

·  What is Comprehensive Financial Planning?

·  Client Communication

·  Decision Making

·  Writing a Financial Plan

·  Ethics, Regulations, and Laws

·  Establishing the Client Relationship

·  Analytical Process

·  Comprehensive Financial Plan Development