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The Fundamentals of Writing a Financial Plan, First Edition

As low as $145.00
In stock
SKU
7220000B

The first edition of The Fundamentals of Writing a Financial Plan provides a new and 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.

The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and 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.

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.
Additional Information
SKU 7220000B
Publication Date January 16, 2019
ISBN 9781949506365
Page Count 832
Author John E. Grable, PhD., CFP; Michelle E. Kruger, Ph.D.; Megan R. Ford, M.S., LMFT
Edition 1
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