NU Resource Center remains OPEN and operational

Our expert-written resources are available in digital and print formats to best suit your specific situation. We realize that many of you are working from home and may not have access to the resources you need. Please do not hesitate to contact [email protected] with questions regarding access to print and/or digital formats.

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

As low as $145.00
In stock
SKU
7200004R

Using the CFP Board of Standards 7-step financial planning process, this book provides the tools and foundation for aspiring financial planners to learn by doing – revised to reflect financial planning trends and tax changes.

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), fosters sound financial planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process.

This textbook provides the tools and foundation for helping aspiring financial planners learn by doing. The material in this book provides students with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test.

This title features:

  • A content review of the major subject areas typically taught in a college-level financial planning curriculum
  • A comprehensive review of important financial planning mathematical formulas and procedures
  • A variety of 16 case studies, including an ethics review case
  • Chapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendations
  • End-of-chapter mini-cases with exercises that challenge students to apply chapter content
  • Instructions on how to do calculations essential to creating a financial plan

New in the revised 4th Edition:

  • Newly updated materials that reflect current financial planning trends
  • Updated information regarding recent tax changes, including the SECURE Act

Topics Covered:

  • Financial Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Assessing Client Risk Tolerance
  • Client Communication
  • Financial Planning Ethics
  • And More! See the “Table of Contents” section for a full list of topics

To purchase the original 4th edition, please contact Jay Caslow by phone at 614-562-6462 or by email at [email protected].

Additional Information
SKU 7200004R
Publication Date September 23, 2020
ISBN 978-1-949506-35-8
Page Count 606
Author John E. Grable, Ph.D., CFP; Ronald A. Sages, Ph.D., AEP, CFP, CTFA, EA; Michelle E. Kruger, Ph.D.
Write Your Own Review
Only registered users can write reviews. Please Sign in or create an account