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

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 planNew in the revised 4thEdition:Newly updated materials that reflect current financial planning trendsUpdated information regarding recent tax changes, including the SECURE ActTopics 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