The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition fosters sound planning logic and decision-making using the CFP Board of Standards, Inc.’s newly-revised 7-step systematic financial planning process. This textbook provides the tools and foundation for aspiring financial planners to learn by doing, with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test. 

The fourth edition features:

• Mini-cases at the end of each chapter with exercises that challenge students to apply chapter content
• Quantitative and analytical mini cases that feature multiple-choice questions designed to develop a student’s ability to analyze, evaluate, and synthesize data to create appropriate recommendations matched to a client’s needs
• Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel™ package and other online support materials
• Completely updated strategies incorporating the provisions of the Tax Cuts and Jobs Act (2017)
• A step-by-step guide to the preparation of a comprehensive personal financial plan.
• Financial planning strategies that can be applied to a variety of clients and client circumstances

Like previous editions, this book continues to review content of the major subject areas typically taught in a college-level financial planning curriculum and includes a comprehensive review of important financial planning mathematical formulas and procedures. Along with instructions on how to do the calculations essential to creating a financial plan, the variety of chapter-based case examples illustrate how financial planning strategies can be used to develop client-specific recommendations, helping to set up future financial planners for success.