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Bibliographic Details

Title: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Publisher: The National Underwriter Company
Publication Date: 2020
Language: English
ISBN 10: 1949506355
ISBN 13: 9781949506358
Binding: paperback
Edition: Fourth Edition.
Condition: Good

About this title

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

"About this title" may belong to another edition of this title.

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