The Fundamentals of Writing a Financial Plan, 2nd Edition
eBook - ePub

The Fundamentals of Writing a Financial Plan, 2nd Edition

  1. 732 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

The Fundamentals of Writing a Financial Plan, 2nd Edition

About this book

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 Board's 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 Board's 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

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Yes, you can access The Fundamentals of Writing a Financial Plan, 2nd Edition by John E. Grable,Michelle E Kruger,Megan R Ford in PDF and/or ePUB format, as well as other popular books in Business & Wealth Management. We have over one million books available in our catalogue for you to explore.

Information

Publisher
The National Underwriter Company
Year
2022
Print ISBN
9781954096578
eBook ISBN
9781954096585
Edition
2
Topic
Business
Subtopic
Wealth Management
Index
Business

Table of contents

  1. Title
  2. Copyright
  3. DEDICATION
  4. ABOUT THE AUTHORS
  5. ACKNOWLEDGMENTS
  6. PREFACE
  7. ABBREVIATIONS COMMONLY USED IN FINANCIAL PLANNING
  8. Chapter 1: A Review of the Financial Planning Process
  9. Chapter 2: Writing a Financial Plan
  10. Chapter 3: Laws, Regulations, and Ethics: Standards Guiding the Financial Planning Process
  11. Chapter 4: Fundamentals of Communication and Counseling in Financial Planning
  12. Chapter 5: Meet Your Clients
  13. Chapter 6: Cash Flow and Net Worth Planning
  14. Chapter 7: Tax Planning
  15. Chapter 8: Life Insurance Planning
  16. Chapter 9: Health Insurance Planning
  17. Chapter 10: Disability Insurance Planning
  18. Chapter 11: Long-Term Care Insurance Planning
  19. Chapter 12: Property and Casualty Insurance Planning
  20. Chapter 13: Investment Planning
  21. Chapter 14: Education Planning
  22. Chapter 15: Retirement Planning
  23. Chapter 16: Estate Planning
  24. Index
  25. Back Page