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Using the CFP Board of Standards 7-step process, this book helps aspiring financial planners learn how to write a comprehensive financial plan – revised to reflect planning trends and tax changes
The Fundamentals of Writing a Financial Plan provides a unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family and demonstrates how to analyze and create a plan for key financial planning scenarios.
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 book features:
New in the revised 1st Edition:
A note for instructors:
This book serves as a capstone book for students in financial planning programs by allowing instructors to combine all of the relevant financial planning sub-disciplines (budgeting, tax, estate, and insurance planning) into a single plan-writing exercise.
If you have questions about our academic program or if you are interested in purchasing the original 1st edition, please contact Jay Caslow by phone at 614-562-6462 or by email at [email protected]
|Publication Date||October 23, 2020|
|Author||John E. Grable, PhD., CFP; Michelle E. Kruger, Ph.D.; Megan R. Ford, M.S., LMFT|