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National Underwriter
Academic Series

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  1. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $215.00

    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 into the financial planning arena.

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  2. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    Starting at: $120.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

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  3. The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    Starting at: $95.00

    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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  4. Principles of Estate Planning, First Edition, Updated for 2013

    Principles of Estate Planning, First Edition, Updated for 2013

    Starting at: $125.00

    This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner’s pointers, client situations, end-of-chapter review questions and all learning content.

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