The Tools & Techniques of Financial Planning, 13th Edition

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Explore today’s most important financial planning topics with in-depth discussions and real-world scenarios, helping a wide range of professional planners successfully advise their clients. 

Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of the products being offered.

In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:

  • Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues
  • In-depth discussions of fundamental concepts like time value of money, business law, and economic principles
  • Ethical and practice standards for major professional organizations in the financial planning field
  • Helpful examples show how concepts apply for real-world planning scenarios
  • Detailed citations that provide jumping off points for more detailed research needs

 New in the 13th Edition:

  • Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act
  • Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board
  • Updated insurance and risk management content, including the new commercial flood program
  • Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses
  • New chapter on state best interest requirements, including New York's Section 187

 Topics Covered:

  • Principles and Processes of Financial Planning
  • Education and Retirement Planning
  • Tax and Investment Issues
  • Estate Planning
  • The Planner-Client Relationship
  • Practice Standards and Ethical Considerations
  • Ethical Rules for the CFP Board
  • Financial Planning Goals
  • Planning for Special Needs
  • Financial Planning Fundamentals
  • Cash and Budget Management
  • Credit and Debt Management
  • Time Value of Money and Quantitative Analysis
  • Legal Issues
  • Wills and Trusts
  • Related Disciplines
  • Risk Management and Insurance
  • Health, Disability, and Long-Term Care Insurance
  • State Best Interest Requirements
  • And More! See the “Table of Contents” section for a full list of topics

 As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.

Additional Information
SKU 2770013
Brand National Underwriter
Publication Date August 30, 2019
ISBN 978-1-949506-51-8
Page Count 656
Author Stephan R. Leimberg, Robert J. Doyle, Jr., Michael S. Jackson, and Martin J. Satinsky
Edition 13
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