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The Fundamentals of Writing a Financial Plan, 2nd Edition
US $68.44
ApproximatelyS$ 88.55
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Located in: San Diego, California, United States
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Estimated between Sat, 1 Nov and Wed, 5 Nov
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eBay item number:157422176070
Item specifics
- Condition
- Release Year
- 2022
- Book Title
- The Fundamentals of Writing a Financial Plan, 2nd Edition
- ISBN
- 9781954096578
About this product
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
1954096577
ISBN-13
9781954096578
eBay Product ID (ePID)
12057270565
Product Key Features
Number of Pages
732 Pages
Publication Name
Fundamentals of Writing a Financial Plan, 2nd Edition
Language
English
Publication Year
2022
Subject
Personal Finance / Money Management, Finance / Wealth Management, Corporate, Mergers & Acquisitions, Antitrust
Type
Textbook
Subject Area
Law, Business & Economics
Format
Trade Paperback
Additional Product Features
Edition Number
2
Intended Audience
Scholarly & Professional
TitleLeading
The
Synopsis
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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- t***t (24)- Feedback left by buyer.Past 6 monthsVerified purchaseQuality is great. Condition is exactly as described. Was mailed in a padded envelope, which was perfect. Got here in 6 days.Corrupt [Devil's Night] by Douglas, Penelope paperback Book (#167680040124)
- u***1 (267)- Feedback left by buyer.Past 6 monthsVerified purchaseAn A+++ Seller and excellent transaction! Purchase arrived faster than anticipated and was packaged with care to protect it from bumps and dings. The item itself was as described and pictured too! So happy with my purchase, thank you!On Masa: Techniques, Recipes, and Reflections on a Timeless Staple by Gaviria, J (#187365756226)
- r***r (1985)- Feedback left by buyer.Past 6 monthsVerified purchaseMy DVD arrived on time, well packaged, the correct version I wanted and was in even better condition than described. I have bought DVDs from many Goodwill locations all around the US many times and always a wonderful experience. I highly recommend all Goodwill locations in US as Seller!!The Essential Kris Kristofferson by Kris Kristofferson audioCD (#167611272887)
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Seller feedback (169,680)
- t***t (24)- Feedback left by buyer.Past 6 monthsVerified purchaseQuality is great. Condition is exactly as described. Was mailed in a padded envelope, which was perfect. Got here in 6 days.Corrupt [Devil's Night] by Douglas, Penelope paperback Book (#167680040124)
- u***1 (267)- Feedback left by buyer.Past 6 monthsVerified purchaseAn A+++ Seller and excellent transaction! Purchase arrived faster than anticipated and was packaged with care to protect it from bumps and dings. The item itself was as described and pictured too! So happy with my purchase, thank you!On Masa: Techniques, Recipes, and Reflections on a Timeless Staple by Gaviria, J (#187365756226)
- r***r (1985)- Feedback left by buyer.Past 6 monthsVerified purchaseMy DVD arrived on time, well packaged, the correct version I wanted and was in even better condition than described. I have bought DVDs from many Goodwill locations all around the US many times and always a wonderful experience. I highly recommend all Goodwill locations in US as Seller!!The Essential Kris Kristofferson by Kris Kristofferson audioCD (#167611272887)