Comprehensive Financial Planning Bundle: The Fundamentals (revised) and The Case Approach (revised)

The Fundamentals of Writing a Financial Plan, First Edition (revised) 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 (revised), 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 being thoroughly prepared to make the transition into the financial planning arena.

New in the revised editions:

• Newly updated materials that reflect current financial planning trends
• Updated information regarding recent tax changes, including the SECURE Act

Topics Covered:

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (revised)

• Financial Planning
• Tax Planning
• Insurance Planning
• Estate Planning
• Assessing Client Risk Tolerance
• Client Communication
• Financial Planning Ethics
• And More! See the “Table of Contents” section for a full list of topics

The Fundamentals of Writing a Financial Plan, First Edition (revised)

• Writing a Financial Plan
• Laws, Regulations, and Ethics: Standards Guiding the Financial Planning Process
• Fundamentals of Communication and Counseling in Financial Planning
• Cash Flow and Net Worth Planning
• Tax Planning
• Life Insurance Planning
• Health Insurance Planning
• Disability Insurance Planning
• And more! See the “Table of Contents” section for a full list of topics