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

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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.
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