The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice, Fourth Edition (Revised)

By John E. Grable, Derek D. Klock, Ruth H. Lytton, et al.

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 4th Edition:

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

• Format: Paperback
• Language: English
• ISBN: 1949506355
• ISBN13: 9781949506358
• Release Date: September 2020
• Publisher: National Underwriter Company
• Length: 606 Pages
• Weight: 0.92 lbs.
• Dimensions: 1.6" x 8.5" x 10.8"