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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:
New in the revised 4th Edition:
To purchase the original 4th edition, please contact Jay Caslow by phone at 614-562-6462 or by email at [email protected].
|Publication Date||September 23, 2020|
|Author||John E. Grable, Ph.D., CFP; Ronald A. Sages, Ph.D., AEP, CFP, CTFA, EA; Michelle E. Kruger, Ph.D.|