The Process of Financial Planning, 2nd Edition (National Underwriter Academic)

About this book

The Process of Financial Planning: Developing a Financial Plan Second Edition builds on four cornerstones: the profession fundamental tools the systematic financial planning process and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.