The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition

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