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Now Available!
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
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