Synopsis
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
"synopsis" may belong to another edition of this title.
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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Published by
The National Underwriter Company, 2020
ISBN 10: 1949506355
ISBN 13: 9781949506358
Used
Softcover
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00103932931
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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Published by
The National Underwriter Company, 2020
ISBN 10: 1949506355
ISBN 13: 9781949506358
Used
Softcover
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00103376545
Stock Image
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Published by
National Underwriter Company, 2020
ISBN 10: 1949506355
ISBN 13: 9781949506358
Used
Softcover
Seller: Better World Books, Mishawaka, IN, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 45121782-6
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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Published by
The National Underwriter Company, 2020
ISBN 10: 1949506355
ISBN 13: 9781949506358
New
Paperback
Seller: GoldBooks, Denver, CO, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: new. New Copy. Customer Service Guaranteed. Seller Inventory # 40G76_86_1949506355