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Fundamentals of Writing a Financial Plan, 2nd Edition
John E. Grable, Michelle E Kruger, Megan R Ford, et al.
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The National Underwriter Company 
Sozialwissenschaften, Recht, Wirtschaft / Recht
Beschreibung
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 title 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 approaches 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.New in the 2nd Edition:Updated materials that address CFP Boards new Client Psychology learning outcomes.Videos that can be used to illustrate client communication and counseling techniques.Revised and expanded test bank.Updated Excel package.Topics Covered:CFP Boards 7-step financial planning process.Step-by-step guide to formulating a financial plan and presenting it to a client.Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning.Comprehensive Hubble case.And More! See the ';Table of Contents' section for a full list of topics
