The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice Fourth Edition

About this book

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