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

$270.00
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SKU
2320006K

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, resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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
Additional Information
SKU 2320006K
Publication Date October 23, 2020
ISBN 978-1-949506-42-6
Page Count Case Approach - 606 and Fundamentals of Writing - 824
Author John E. Grable, PhD., CFP; Michelle E. Kruger, Ph.D.; Megan R. Ford, M.S., LMFT; Ronald A. Sages, Ph.D., AEP, CFP, CTFA, EA"
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