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

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SKU
7200004B

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.

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.

The text features:

  • A content review of all of the major subject areas in the financial planning curriculum set in the context of the financial planning process.
  • A variety of case studies:
    • The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book.
    • Chapter-based case examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives.
    • End-of-chapter mini-cases and questions challenge students to apply chapter content.
    • Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student’s ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients.
    • A separate ethics case tests knowledge of securities rules and financial planning practice standards.
  • Chapter-based learning aids for focus and retention of key information: Key Terms, Learning Objectives linked to end-of-chapter Learning Outcomes, and End-of-Chapter Questions and Resource Lists.

And, new and expanded coverage for the fourth edition includes:

  • 14 newly updated chapters that explore all levels of financial planning issues—from budgeting to estate planning. 
  • The latest tax and financial information. 
  • Updated content to comply with the latest CFP Board requirements. 
  • Newly enhanced learning tools including: key terms; visual reminders of key points throughout each chapter; and self-tests. 
  • Updated content on planning for special populations, including same-sex couples. 
  • Updated case problems throughout. 
  • Enhanced visuals to clarify complex content. 
Additional Information
SKU 7200004B
Publication Date December 20, 2018
ISBN 9781949506358
Page Count 640
Author John E. Grable, PhD., CFP; Ronald A. Sages, Ph.D., AEP, CFP, CTFA; Michelle E. Kruger, Ph.D.
Edition 4
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