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 title 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 approaches 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.
New in the 2nd Edition:
- Updated materials that address CFP Board's new Client Psychology learning outcomes.
- Videos that can be used to illustrate client communication and counseling techniques.
- Revised and expanded test bank.
- Updated Excel package.
Topics Covered:
- CFP Board's 7-step financial planning process.
- Step-by-step guide to formulating a financial plan and presenting it to a client.
- Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning.
- Comprehensive Hubble case.
- And More! See the “Table of Contents” section for a full list of topics
