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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:
Topics Covered:
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (revised)
The Fundamentals of Writing a Financial Plan, First Edition (revised)
SKU | 2320006K |
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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" |