The Fundamentals of Writing a Financial Plan. Questo articolo non è disponibile.
Lingua: inglese
Editore: The National Underwriter Company, 2019
- Brossura
- Usato
Da: MERS Goodwill, Saint Louis, MO, U.S.A.MERS Goodwill
Venditore AbeBooks dal 13 marzo 2026
Condizione: Usato - Buono
EUR 69,13
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Used - Good: All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May include From the library of labels. Shrink wrap, dust covers, or boxed set case may be missing. Item may be missing bundled media. Any access codes or passwords originally included with the book may be expired, used or no longer valid. Image is stock photo and cover art edition may be different than pictured.
Codice articolo MERV.1949506363.G
- Titolo
- The Fundamentals of Writing a Financial Plan
- Autore
- Grable, John E.; Kruger, Michelle E; Ford, Megan R
- Editore
- The National Underwriter Company
- Anno di pubblicazione
- 2019
- Condizione
- good
- Rilegatura
- Brossura
- Lingua
- inglese
- ISBN 10
- 1949506363
- ISBN 13
- 9781949506365
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.
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