The Fundamentals of Writing a Financial Plan, First Edition

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

• Verlag: The National Underwriter Company
• Jahr: 2019
• ISBN:
  9781949506402
• Auflage: 1
• Thema: Jura
• Thema: Wettbewerbsrecht

The Fundamentals of Writing a Financial Plan, 1st Edition  provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family.

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 book 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 strategies 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.