Inhaltsangabe
This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and ysis tools, this resource provides students a real-world demonstration of how a financial planner works.
A top-notch team of authors from leading CFPÃ Â programs present the planning process in a cohesive format that fills the void in most CFPÃ Â curricula. By incorporating case study ysis and reviews of the major CFPÃ Â topic areas, students learn how to utilize data, yze results, and present a proposed plan that will achieve clients' goals.
- Present useful calculation and ysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies
- Short, quantitative and ytical problems, and several mini-cases
- yze a running case throughout the entire text
The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.
Each Chapter Includes:
Learning Objectives
Chapter Overview
Definitions
Flow Charts
Tables
Exhibits
Planning Tips
Calculations
Additional Resources
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The Case Approach To Financial Planning
Anbieter: Reliant Bookstore, El Dorado, KS, USA
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Zustand: good. This book is in good condition with very minimal damage. Pages may have minimal notes or highlighting. Cover image on the book may vary from photo. Ships out quickly in a secure plastic mailer. Bestandsnummer des Verkäufers RDV.0872186695.G
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