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

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7200003

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third 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, Third 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 third 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 7200003
Book Option Print
Publication Date August 24, 2016
ISBN 9781945424021
Page Count 880
Author John E. Grable, PhD, CFP®
Edition 3
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