2-Book Bundle Consists of:

The Process of Financial Planning:
Developing a Financial Plan
ISBN: 978-0-87218-692-X
Format: Paperback, 356 pp
Pub. Date: 2006

The Case Approach to Financial Planning:
Developing a Financial Plan
ISBN: 978-0-87218-669-5
Format: Paperback, 600 pp
Pub. Date: 2008

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition in the financial planning arena.

The Process of Financial Planning:
Developing a Financial Plan
Lytton | Grable | Klock

The first and only publication of its kind, this text provides a systematic process that provides the framework for the practice of financial planning. It discusses concepts central to everyday practice: the ethical, legal, and regulatory environment, planner-client communication, and planner-client decision-making. Finally, it explains the components of a model financial plan to document and guide the process for the planner and client. In effect, this guide bridges the path from student to working professional.

The Case Approach to Financial Planning:
Writing a Financial Plan
Lytton | Grable | Klock

This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works.

A top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, student learn how to utilize data, analyze results, and present a proposed plan that will achieve clients’ goals.