The Fundamentals of Writing a Financial Plan - Softcover

Grable, John E.; Kruger, Michelle E.; Ford, Megan R.

Softcover

ISBN 10: 1949506363 ISBN 13: 9781949506365

Verlag: Natl Underwriter Co, 2019

Inhaltsangabe

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.

Details zur Ausgabe

• Verlag: Natl Underwriter Co
• Erscheinungsdatum: 2019
• Sprache: Englisch
• ISBN 10: 1949506363
• ISBN 13: 9781949506365
• Einband: Taschenbuch
• Anzahl der Seiten: 832
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: Nicht verfügbar