Articoli correlati a The Case Approach to Financial Planning: Bridging the...

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

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
Brossura
ISBN 10: 1949506355 ISBN 13: 9781949506358
Casa editrice: Natl Underwriter Co, 2018

Sinossi

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

Le informazioni nella sezione "Riassunto" possono far riferimento a edizioni diverse di questo titolo.

Editore
Natl Underwriter Co
Data di pubblicazione
2018
Lingua
Inglese
ISBN 10 
1949506355
ISBN 13 
9781949506358
Rilegatura
Copertina flessibile
Numero edizione
4
Numero di pagine
603
Contatto del produttore
non disponibile
Persona responsabile
non disponibile