These texts collectively provide the advantage of exploring practical methods for establishing a financial planning practice, paired with real-world examples of these concepts, equipping individuals with the thorough preparation needed to successfully enter the financial planning field.
The Fundamentals of Writing a Financial Plan, Second Edition, provides a unique approach for guiding aspiring financial planners in crafting a thorough financial plan. The book details how the CFP Board of Standards, Inc.'s 7-step planning process can be utilized to create a comprehensive financial strategy tailored for an individual or family.
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Sixth Edition, addresses the need for thorough and practical financial planning analytical exercises. The case studies in this book provide essential insights into the financial planning process, allowing readers to apply theoretical concepts to real-world challenges. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis ExcelTM package, make this a must-have resource for all aspiring financial planners.
Key Topics Covered:
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Sixth Edition
The Financial Planning Process
Financial Planning Computations
Cash Flow and Net Worth Planning
Income Tax Planning
Life Insurance Planning
Health Insurance Planning
Disability Insurance Planning
Long-Term Care Insurance Planning
Property and Casualty Insurance Planning
Education Planning
Retirement Planning
Estate Planning
The Fundamentals of Writing a Financial Plan, Second Edition
CFP Board's 7-step financial planning process.
Step-by-step guide to formulating a financial plan and presenting it to a client.
Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning.
Professor and Athletic Association Endowed Professor of Financial Planning, University of Georgia
Professor John Grable teaches and conducts research in the Certified Financial PlannerTM Board of Standards Inc. undergraduate and graduate programs at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Before entering academia, he worked as a pension and benefits administrator and later as a Registered Investment Adviser at an asset management firm. Dr. Grable has made significant contributions to the financial planning profession, serving as the founding editor of the Journal of Personal Finance and co-founding editor of both the Journal of Financial Therapy and Financial Planning Review. He also served as editor of the field's oldest academic journal, Financial Services Review. He is best known for his financial literacy and education work, financial risk tolerance assessment, behavioral financial planning, and evidence-based financial planning. Dr. Grable has received numerous research and publication awards and grants, and he is actively promoting the connection between research and financial planning practice. He has published 175 peer-reviewed papers, co-authored several textbooks, collaborated on a financial planning communication book, and co-edited two financial planning books along with a graduate-level personal finance book. Since earning his Ph.D., Dr. Grable has served on the Board of Directors for the International Association of Registered Financial Consultants (IARFC), the Association of Financial Services, and the Arizona Financial Planning Association. He has also served as Treasurer and President of the American Council on Consumer Interests (ACCI) and held the position of Treasurer and board member for the Financial Therapy Association. Dr. Grable's achievements include receiving the prestigious Cato Award for Distinguished Journalism in the Field of Financial Services, the IARFC Founders Award, the Dawley-Scholer Award for Faculty Excellence in Student Development, and the ACCI Mid-Career Award. He also provides research and consulting services through the Financial Planning Performance Lab.
Michelle E. Kruger, Ph.D., CFP®
MICHELLE E. KRUGER, PH.D., CFP®
The University of Georgia
Michelle Kruger is a Ph.D. candidate with a concentration in Financial Planning at The University of Georgia (UGA). She graduated magna cum laude with a B.B.A. in Finance from the Terry College of Business at UGA in 2015. Michelle teaches classes in computer application in financial planning, as well as advanced financial planning seminar courses. Her research interests include financial planning interventions, risk tolerance assessment, and behaviors associated with building wealth. In addition to her graduate studies, Michelle works as a research assistant at the Financial Planning Performance Lab, the nation’s only applied clinical facility designed to obtain evidence about the effectiveness of the financial planning process. She has worked as a financial planning analyst at Elwood & Goetz Wealth Advisory Group, a fee-only, comprehensive financial planning firm located in Athens, Georgia. She also has served as a financial counselor at the Aspire Clinic, an interdisciplinary teaching and research institution, applying marriage and family therapy theories and techniques to her work with financial clients.
Megan R. Ford, M.S., CFT-I™
MEGAN R. FORD, M.S., CFT-I™
ASPIRE Clinic, University of Georgia
Megan Ford has served as the Clinic Coordinator of the University of Georgia’s ASPIRE Clinic since 2011. The ASPIRE Clinic, a unit of the College of Family and Consumer Sciences (FACS), is a first-of-its-kind interprofessional training clinic that joins together the collaborative service areas of therapy, financial planning, nutrition, and law. Megan leads an unparalleled experiential opportunity at the ASPIRE Clinic for both graduate and undergraduate students in FACS through direct service learning, helping both the Athens community as well as the UGA community access low- or no-cost services. For her work and leadership, Megan was recently named one of FACS’s 100 Centennial Honorees to acknowledge her commitment to the ideals of the college and for being instrumental in serving students. In addition to her full-time work at ASPIRE, Megan is currently pursuing a doctorate in Financial Planning, Housing and Consumer Economics at the University of Georgia. Before coming to the UGA, she earned a Master’s degree in Family Studies and Human Services with an emphasis in Marriage and Family Therapy from Kansas State University and a Bachelor’s degree in Psychology from the University of South Dakota. With a unique blend of education and practice experience in both therapy and financial planning, Megan has become a leader in the emerging field of financial therapy. Megan served as president of the Financial Therapy Association (FTA) from 2016-2018 and is the former copy editor for The Journal of Financial Therapy. Remaining active with the Association, she also serves as Chair of the FTA Regulatory Committee and has been integral in the development of the FTA’s financial therapy certification program. She is the author of the blog, Finding Harmoney, which explores the dynamics of money and relationships, and her thoughts have been featured nationally and internationally in the New York Times, Consumer Reports, CNN Money, Time Money, BBC, Financial Advisors Magazine, and more.
John E. Grable, Ph.D., CFP®
