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The Fundamentals of Writing a Financial Plan, 2nd Edition

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The Fundamentals of Writing a Financial Plan, 2nd Edition provides a totally revised and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. 7-step planning process can be applied when writing a comprehensive financial plan for an individual or family.

The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more-but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case-the Hubble family.

This title features:

  • A thorough review of the new 7-step systematic financial planning process.
  • A description of the regulatory environment in which every financial planner operates.
  • An in-depth discussion of client communication and counseling techniques.
  • Financial planning approaches that can be applied to a variety of clients and client circumstances.
  • A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data.
  • An example of a complete written financial plan with explanations about how analyses lead to the recommendations.
  • Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel package and other online support materials, including video examples of client communication and counseling strategies.
  • Instructions on how to do calculations essential to creating a financial plan.
  • Numerous self-test questions to test comprehension of material.

New in the 2nd Edition:

  • Updated materials that address CFP Board's new Client Psychology learning outcomes.
  • Videos that can be used to illustrate client communication and counseling techniques.
  • Revised and expanded test bank.
  • Updated Excel package.

Topics Covered:

  • CFP Board's 7-step financial planning process.
  • Step-by-step guide to formulating a financial plan and presenting it to a client.
  • Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning.
  • Comprehensive Hubble case.
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 7220002B
Publication Date August 10, 2022
ISBN 978-1-954096-57-8
Page Count 732
Author John E. Grable, Ph.D., CFP®, Michelle E. Kruger, Ph.D., CFP®, Megan R. Ford, M.S., CFT-I™
Edition 2nd
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