Very Good condition. A copy that may have a few cosmetic defects. May also contain light spine creasing or a few markings such as an owner's name, short gifter's inscription or light stamp.

Seller Inventory # P15F-02101

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Bibliographic Details

Title: The Process of Financial Planning: Developing a Financial Plan
Publisher: National Underwriter Company
Publication Date: 2006
Language: English
ISBN 10: 087218692X
ISBN 13: 9780872186927
Binding: Soft cover
Condition: Very Good

About this title

Synopsis

As the first publication of its kind, the resources necessary to write effective financial plans are now in one book. Discover detailed, easy-to-follow steps within the systematic financial planning process that lead to meaningful results and allow process management. Loaded with time-saving analytical tools such as sample forms, questionnaires, and worksheets benefiting anyone from a novice to an experienced planning professional
The first and only publication of its kind, The Process of Financial Planning: Developing a Financial Plan, provides a systematic process for how to write financial plans. By systematically working through the plan-writing process itself, you'll learn how to obtain and extract pertinent information, input data, analyze results, make appropriate changes, and present a proposed plan that will carry out your clients' goals. After reading this book, you'll be able to:

Explain and foster sound planning logic and decision-making strategies

Present useful analytical tools - sample forms, questionnaires, and work sheets

Integrate the individual components of a comprehensive financial plan
Each Chapter Includes:

Learning Objectives

Flow Charts, Tables, Exhibits

Key Terms and Formulas

Planning Tips

Chapter Review

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

Store Description

With 3 stores less than 1 hour outside the DC/Metropolitan area (1 in Gaithersburg, 1 in Frederick and 1 in Hagerstown, MD), we have the largest selection of books in the tri-state area. Wonder Book and Video has been in business since 1980 and online since 1997. We have over 1 Million books for sale on our website and another 1 Million books for sale in our 3 locations. Items on Abe are not necessarily in stock at our retail locations. Please do not call the stores to place orders for Abe Books sales. We have a very active online inventory and as such, we can receive multiple orders for the same item. We fill those orders on a first come first serve basis, but will refund promptly any items that are out of stock. Since 1980 it has always been about the books. ALL kinds of books from 95 cent children's paperbacks to five figure rare and collectibles. A merging of the old and new is where we started, and it is where we are today. Our retail stores have always been places where a reader can rush in looking for a title needed for a term paper that is due the next day, or where bibliophiles can get lost "in the stacks" for as long as they wish. In 2002 USAToday recognized us as "1 of 10 Great Old Bookstores", and we have been featured in numerous other newspaper and TV stories including Washington Post and CSpan. Members ABAA, ILAB.

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Seller's business information

Wonder Book
Wonder Book and Video, 1550 Tilco Drive, Frederick, MD, 21704, U.S.A.

Sale & Shipping Terms

Terms of Sale

We want you to be satisfied with the book you order. Our general description is conservative and the book should be as good or better than our general description may indicate.

RETURNS are cheerfully accepted up to 30 days. We ship out within 1-2 business days and U.S. Standard Shipments usually arrive within 6-9 business days, Priority 3-6. We want you to be satisfied with the book you order. Our general description is conservative and the book should be as good or better than our general descr...

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