The Tools & Techniques of Financial Planning, 14th Edition

Stephan Leimberg, Carolynn Tomin, William B. Reeve

• Publisher: The National Underwriter Company
• Year: 2023
• ISBN:
  9781588528131
• Edition: 14
• Topic: Law
• Subtopic: Antitrust
• Index: Law

Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives.

In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:

• Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, investment, estate and insurance planning, and tax issues
  • In-depth discussions of fundamental concepts like business law, property ownership and economic principles
• A comprehensive guide to calculating time value of money with keystroke solutions and practical examples
• Professional ethics for major professional organizations and practice standards in the financial planning field
• Helpful examples show how concepts apply for real-world planning scenarios
• Detailed citations that provide jumping off points for more detailed research needs

New in the 14thEdition:

• Newly revised chapter on Time Value of Money which includes the basic concepts of TVM and step-by-step calculator instructions to solve TVM calculations
• Updated tax and accounting information, including updated statistics and government policy information
• Updated insurance and risk management content

Key Topics Covered:

• Time Value of Money
• CFP Standards
• Budget and cash management
• Credit and debit management
• The planner-client relationship

As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.