The Case Approach To Financial Planning

This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works. A top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals. - Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets - Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies - Short, quantitative and analytical problems, and several mini-cases - Analyze a running case throughout the entire text The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet. Each Chapter Includes: Learning Objectives Chapter Overview Definitions Flow Charts Tables Exhibits Planning Tips Calculations Additional Resources
ASIN: 0872186695
VSKU: RDV.0872186695.G
Condition: Good
Author/Artist:John E. Grable|Derek D. Klock|Ruth H. Lyttton
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: This book is in good condition with very minimal damage. Pages may have minimal notes or highlighting. Cover image on the book may vary from photo. Ships out quickly in a secure plastic mailer.