The Fundamentals of Writing a Financial Plan
Language: English
Published by National Underwriter Company, 2022
- Softcover
- Used
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.World of Books (was SecondSale)
AbeBooks seller since December 20, 2007
Condition: Used - Fair
£ 83.86
Quantity: 1 available
Add to basketItem description from seller
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.…
Seller Inventory # 00109514740
- Title
- The Fundamentals of Writing a Financial Plan
- Author
- John E Grable Michelle E Kruger Megan R Ford
- Publisher
- National Underwriter Company
- Publication year
- 2022
- Condition
- Fair
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1954096577
- ISBN 13
- 9781954096578
- Edition
- 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
"Synopsis" may belong to another edition of this title.
World of Books (was SecondSale)
Montgomery, IL, U.S.A.
AbeBooks seller since December 20, 2007
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