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: Soft cover
Edition: 4th 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.

Store Description

Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books ? giving both new and preloved titles a second life. The company also operates World of Books ? Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world?s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission

Visit Seller's Storefront

Seller's business information

SBYB, Inc.
900 Knell Rd, Montgomery, IL, 60538, U.S.A.

Sale & Shipping Terms

Terms of Sale

We guarantee the condition of every book as it's described on the Abebooks web sites. If you're dissatisfied with your purchase (Incorrect Book/Not as Described/Damaged) or if the order hasn't arrived, you're eligible for a refund within 30 days of the estimated delivery date. If you've changed your mind about a book that you've ordered, please use the Ask bookseller a question link to contact us and we'll respond within 2 business days.

Shipping Terms

Shipping costs are based on books weighing 2.2 LB, or 1 KG. If your book order is heavy or oversized, we may contact you to let you know extra shipping is required.

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	4 to 12 business days	3 to 6 business days
First item	US$ 0.00	US$ 10.95

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.