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Fundamentals of Writing a Financial Plan, 2nd Edition by John E. Grable, Michelle E. Kruger and Megan R. Ford (2022, Trade Paperback)

Goodwill Industries San Diego Books (159892)

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About this product

Product Identifiers

PublisherNational Underwriter Company

ISBN-101954096577

ISBN-139781954096578

eBay Product ID (ePID)12057270565

Product Key Features

Number of Pages732 Pages

Publication NameFundamentals of Writing a Financial Plan, 2nd Edition

LanguageEnglish

Publication Year2022

SubjectPersonal Finance / Money Management, Finance / Wealth Management, Corporate, Mergers & Acquisitions, Antitrust

TypeTextbook

AuthorJohn E. Grable, Michelle E. Kruger, Megan R. Ford

Subject AreaLaw, Business & Economics

FormatTrade Paperback

Additional Product Features

Edition Number2

Intended AudienceScholarly & Professional

TitleLeadingThe

SynopsisThe 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