2019 Comprehensive Financial Planning Bundle: The Fundamentals of Writing and The Case Approach

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