Description: Case Approach to Financial Planning : Bridging the Gap Between Theory and Practice, Paperback by Grable, John E., Sages, Ronald A., Kruger, Michelle E., ISBN 1949506355, ISBN-13 9781949506358, Used Good Condition, Free shipping in the US 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 curriculumA comprehensive review of important financial planning mathematical formulas and proceduresA variety of 16 case studies, including an ethics review caseChapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendationsEnd-of-chapter mini-cases with exercises that challenge students to apply chapter contentInstructions on how to do calculations essential to creating a financial plan New in the revised 4thEdition:Newly updated materials that reflect current financial planning trendsUpdated information regarding recent tax changes, including the SECURE Act Topics Covered:Financial PlanningTax PlanningInsurance PlanningEstate PlanningAssessing Client Risk ToleranceClient CommunicationFinancial Planning EthicsAnd More! See the 'table of Contents' section for a full list of topics
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Book Title: Case Approach to Financial Planning : Bridging the Gap Between Th
Number of Pages: 606 Pages
Language: English
Publication Name: Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Publisher: National Underwriter Company
Publication Year: 2020
Subject: Corporate, Mergers & Acquisitions, Antitrust
Features: Revised
Type: Textbook
Author: Ronald A. Sages, John E. Grable, Michelle E. Kruger
Subject Area: Law
Format: Trade Paperback
