The Comprehensive Financial Planning Bundle: The Process and The Case Approach, 2nd Editions

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2320002K

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second 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.

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

Additional Information
SKU 2320002K
Book Option Print
Publication Date September 1, 2012
ISBN 9781936362660
Page Count Case Approach - 861 and The Process - 494
Author Ruth H. Lytton, PhD; John E. Grable, PhD, CFP®, RFC; and Derek D. Klock, MBA
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