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The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice - Tapa blanda

Grable, John E., Ph.d.; Sages, Ronald A., Ph.D.; Kruger, Michelle E.

 
9781949506358: The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice
Tapa blanda
ISBN 10: 1949506355 ISBN 13: 9781949506358
Editorial: Natl Underwriter Co, 2018

Sinopsis

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), fosters sound financial planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process.

This textbook provides the tools and foundation for helping aspiring financial planners learn by doing. The material in this book provides students with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test.

This title features:

  • A content review of the major subject areas typically taught in a college-level financial planning curriculum
  • A comprehensive review of important financial planning mathematical formulas and procedures
  • A variety of 16 case studies, including an ethics review case
  • Chapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendations
  • End-of-chapter mini-cases with exercises that challenge students to apply chapter content
  • Instructions on how to do calculations essential to creating a financial plan

New in the revised 4th Edition:

  • Newly updated materials that reflect current financial planning trends
  • Updated information regarding recent tax changes, including the SECURE Act

Topics Covered:

  • Financial Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Assessing Client Risk Tolerance
  • Client Communication
  • Financial Planning Ethics
  • And More! See the &;Table of Contents&; section for a full list of topics

"Sinopsis" puede pertenecer a otra edición de este libro.

Reseña del editor

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

The text features:


  • A content review of all of the major subject areas in the financial planning curriculum set in the context of the financial planning process.

  • A variety of case studies:

    • The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book.

    • Chapter-based case examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives.

    • End-of-chapter mini-cases and questions challenge students to apply chapter content.

    • Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student’s ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients.

    • A separate ethics case tests knowledge of securities rules and financial planning practice standards.

      •  

  • Chapter-based learning aids for focus and retention of key information: Key Terms, Learning Objectives linked to end-of-chapter Learning Outcomes, and End-of-Chapter Questions and Resource Lists.

    •  

And, new and expanded coverage for the fourth edition includes:


  • 14 newly updated chapters that explore all levels of financial planning issues—from budgeting to estate planning. 

  • The latest tax and financial information. 

  • Updated content to comply with the latest CFP Board requirements. 

  • Newly enhanced learning tools including: key terms; visual reminders of key points throughout each chapter; and self-tests. 

  • Updated content on planning for special populations, including same-sex couples. 

  • Updated case problems throughout. 

  • Enhanced visuals to clarify complex content. 

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
Natl Underwriter Co
Año de publicación
2018
Idioma
Inglés
ISBN 10 
1949506355
ISBN 13 
9781949506358
Encuadernación
Tapa blanda
Número de edición
4
Número de páginas
603
Contacto del fabricante
no disponible
Persona responsable
no disponible