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The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques
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The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques
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The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques

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    Item specifics

    Condition
    Good: A book that has been read but is in good condition. Very minimal damage to the cover including ...
    Book Title
    The Tools & Techniques of Financial Planning, 12th Edition (Tools
    ISBN
    9781945424427
    Category

    About this product

    Product Identifiers

    Publisher
    National Underwriter Company
    ISBN-10
    1945424427
    ISBN-13
    9781945424427
    eBay Product ID (ePID)
    13038701100

    Product Key Features

    Number of Pages
    638 Pages
    Publication Name
    Tools and Techniques of Financial Planning, 12th Edition
    Language
    English
    Publication Year
    2017
    Subject
    Corporate, Mergers & Acquisitions, Antitrust
    Type
    Textbook
    Author
    Michael S. Jackson, Martin J. Satinsky, Stephan Leimberg
    Subject Area
    Law
    Format
    Trade Paperback

    Additional Product Features

    Edition Number
    12
    Intended Audience
    Scholarly & Professional
    TitleLeading
    The
    Synopsis
    Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning, 12th Edition, features: - Client-oriented materials that place the emphasis on the planner's relationship with the client - Technologies that can be used to assess--and work with--the client's individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a client's financial goals, such as healthcare reform, long-term care planning, and tax law changes - Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trusts--covering the basics of both types of instruments for financial planners, who are not lawyers, yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciaries--explaining the roles played by attorneys, trustees, accountants, and other professionals who help to make up the client's planning team - Newly updated tax information--providing the latest rates and planning strategies for long-term financial planning goals, including major purchases, education, and retirement funding - Content throughout that is more tightly connected to the CFP Boar's Principal Topics and ethical requirements for CFPs

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