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.

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Bibliographic Details

Title: The Fundamentals of Writing a Financial Plan, First Edition (Revised)
Publisher: National Underwriter Company
Publication Date: 2019
Language: English
ISBN 10: 1949506363
ISBN 13: 9781949506365
Binding: Soft cover
Condition: Good
Weight: 4.23 pounds

About this title

Synopsis

The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family.

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 book 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 strategies 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.

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

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Better World Books (https://www.BetterWorldBooks.com) is a for-profit, socially conscious business and a global online bookseller that collects and sells new and used books online, matching each purchase with a book donation. Each sale generates funds for literacy and education initiatives in the U.S., the UK, and around the world. Since its launch in 2003, Better World Books has raised $33 million for libraries and literacy, donated over 32 million books, and reused or recycled more than 397 million books.

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