Synopses & Reviews
Synopsis
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
The text features:
- A content review of all of the major subject areas in the financial planning curriculum set in the context of the financial planning process.
- A variety of case studies:
- The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book.
- Chapter-based case examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives.
- End-of-chapter mini-cases and questions challenge students to apply chapter content.
- Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student's ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients.
- A separate ethics case tests knowledge of securities rules and financial planning practice standards.
- Chapter-based learning aids for focus and retention of key information: Key Terms, Learning Objectives linked to end-of-chapter Learning Outcomes, and End-of-Chapter Questions and Resource Lists.
And, new and expanded coverage for the fourth edition includes:
- 14 newly updated chapters that explore all levels of financial planning issues--from budgeting to estate planning.
- The latest tax and financial information.
- Updated content to comply with the latest CFP Board requirements.
- Newly enhanced learning tools including: key terms; visual reminders of key points throughout each chapter; and self-tests.
- Updated content on planning for special populations, including same-sex couples.
- Updated case problems throughout.
- Enhanced visuals to clarify complex content.
Synopsis
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