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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:
New in the 2nd Edition:
|Publication Date||August 10, 2022|
|Author||John E. Grable, Ph.D., CFP®, Michelle E. Kruger, Ph.D., CFP®, Megan R. Ford, M.S., CFT-I™|