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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 most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas,
students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals.
- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to
case studies
- Short, quantitative and analytical problems, and several mini-cases
- Analyze a running case throughout the entire text
The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.
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