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Comprehensive Financial Planning Bundle: The Process and The Case Approach

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Comprehensive Financial Planning Bundle: The Process and The Case Approach
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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 in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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 building a financial planning practice 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.

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Additional Information

Image Gallery N/A
ISBN 978-1-949506-41-9
Page Count Case Approach - 640 and The Process - 494
Publication Date Dec 20, 18
Author John E. Grable, PhD., CFP; Ronald A. Sages, Ph.D., AEP, CFP, CTFA; Michelle E. Kruger, Ph.D.; Ruth H. Lytton, PhD; and Derek D. Klock, MBA
Edition Fourth
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