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Comprehensive Financial Planning Bundle: The Fundamentals (revised) and The Case Approach (revised)
$270.00
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2320006K
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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
| 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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