The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice - Softcover

Grable, John E., Ph.d.; Sages, Ronald A., Ph.D.; Kruger, Michelle E.

 
9781949506358: The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice
Softcover
ISBN 10: 1949506355 ISBN 13: 9781949506358
Verlag: Natl Underwriter Co, 2018

Inhaltsangabe

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), fosters sound financial planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process.

This textbook provides the tools and foundation for helping aspiring financial planners learn by doing. The material in this book provides students with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test.

This title features:

  • A content review of the major subject areas typically taught in a college-level financial planning curriculum
  • A comprehensive review of important financial planning mathematical formulas and procedures
  • A variety of 16 case studies, including an ethics review case
  • Chapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendations
  • End-of-chapter mini-cases with exercises that challenge students to apply chapter content
  • Instructions on how to do calculations essential to creating a financial plan

New in the revised 4th Edition:

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

Topics Covered:

  • Financial Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Assessing Client Risk Tolerance
  • Client Communication
  • Financial Planning Ethics
  • And More! See the &;Table of Contents&; section for a full list of topics

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Verlag
Natl Underwriter Co
Erscheinungsdatum
2018
Sprache
Englisch
ISBN 10 
1949506355
ISBN 13 
9781949506358
Einband
Taschenbuch
Auflage
4
Anzahl der Seiten
603
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Nicht verfügbar