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The Fundamentals of Writing a Financial Plan, First Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family.
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth 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.
Together, these texts offer the benefit of discovering the practical processes of writing a financial plan 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.
|Page Count||Case Approach - 640 and Fundamentals of Writing - 796|
|Author||John E. Grable, PhD., CFP; Ronald A. Sages, Ph.D., AEP, CFP, CTFA; Michelle E. Kruger, Ph.D.; and Megan R. Ford, M.S., LMFT|