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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition is designed to foster sound financial planning logic and decision-making using the CFP Board of Standards, Inc. 7-step systematic financial planning process.
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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition, meets the demand for comprehensive and realistic financial planning analytical practice problems. The fifth edition has been comprehensively updated to meet this demand, with several new cases added in chapter fourteen.
With twenty up-to-date case studies, strategies to develop client-specific recommendations, and learning aids like access to a fully integrated Financial Planning Analysis Excel™ package, this is a must have for any aspiring financial planner. It provides the tools and foundation to learn by doing.
This title features:
New in the Fifth Edition:
|August 10, 2022
|John E. Grable, Ph.D., CFP®; Ronald A. Sages, Ph.D., AEP®, CFP®, CTFA, EA; Michelle E. Kruger, Ph.D., CFP®