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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:
New in the 13th Edition:
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.
|Publication Date||August 30, 2019|
|Author||Stephan R. Leimberg, Robert J. Doyle, Jr., Michael S. Jackson, and Martin J. Satinsky|