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The Fundamentals of Writing a Financial Plan, First Edition (Revised)

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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:

  • 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 strategies 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 revised 1st Edition:

  • Newly updated materials that reflect current financial planning trends
  • Updated information regarding recent tax changes, including the SECURE Act

Topics Covered:

  • Writing a Financial Plan
  • Laws, Regulations, and Ethics: Standards Guiding the Financial Planning Process
  • Fundamentals of Communication and Counseling in Financial Planning
  • Cash Flow and Net Worth Planning
  • Tax Planning
  • Life Insurance Planning
  • Health Insurance Planning
  • Disability Insurance Planning
  • And more! See the “Table of Contents” section for a full list of topics

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]

Additional Information
SKU 7220000R
Publication Date October 23, 2020
ISBN 978-1-949506-36-5
Page Count 824
Author John E. Grable, PhD., CFP; Michelle E. Kruger, Ph.D.; Megan R. Ford, M.S., LMFT
Edition 1st
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