The Fundamentals of Writing a Financial Plan, 2nd Edition
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.
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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
The Fundamentals of Writing a Financial Plan, 2nd Edition
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
197.0
In Stock
5
1
The Fundamentals of Writing a Financial Plan, 2nd Edition
732
The Fundamentals of Writing a Financial Plan, 2nd Edition
732Paperback(Second Edition)
$197.00
197.0
In Stock
Product Details
| ISBN-13: | 9781954096578 |
|---|---|
| Publisher: | National Underwriter Company |
| Publication date: | 08/10/2022 |
| Edition description: | Second Edition |
| Pages: | 732 |
| Product dimensions: | 6.00(w) x 1.25(h) x 9.00(d) |
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