Megan R Ford – författare

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 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