Ruth H. Lytton, PhD; John E. Grable, PhD, CFP®, RFC; and Derek D. Klock, MBA
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Product Details:
ISBN: 978-1-936362-98-1
Format: Paperback, 8 ½" x 11", approx. 400 pages
Pub. Date: September 2012
List Price: $90.00
Student Price: $76.50 (Save 15%)
Desk/Review Copy: $0.00 (Request) | |
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• Explains of the process of financial planning, based on an in-depth and multidisciplinary view. Through the process, creates a framework for the practice of financial planning.
• Discusses concepts central to everyday practice: the ethical, legal and regulatory environments; planner-client communication and decision making.
• Highlights the components of a model financial plan, whether comprehensive or modular, to document and guide the process for the advisor and the client.
• Class tested and student friendly: key teaching and learning resources are included, such as graphs, charts, tips, and sample documents
• Includes chapters that are devoted to specific skill sets, such as decision making and analysis.
• Introduces key topics such as ethics and professional responsibility.
• Provides the background and framework for creating and presenting a financial plan.
• Highlights the importance of building client relationships through ongoing, two-way communication.
• And, new and expanded for the Second Edition:
o Increased focus on CFP Board’s Practice Standards, Code of Ethics, and Rules of Conduct
o Teaching and learning aids, such as Learning Objectives linked to end-of-chapter Learning Outcomes and Chapter Highlights to aid focus and retention of key information
o Expanded coverage of real-world examples
Authors
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- Ruth H. Lytton, PhD
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Professor, Financial Planning
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Department of Agricultural and Applied Economics
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Virginia Tech
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- John E. Grable, PhD, CFP®, RFC
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Professor, School of Family Studies and Human Services
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College of Human Ecology
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Kansas State University
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__________________________________________________ |
- Derek D. Klock, MBA
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Assistant Professor of Practice
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Department of Finance
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Pamplin College of Business
- Virginia Tech
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__________________________________________________ |
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Table of Contents
Part I: The Profession of Financial Planning
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Chapter 1 What is Financial Planning?
Chapter 2 Ethics, Laws, and Regulations: How Standards Impact the Plan, the Process, and the Profession
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- Part II: Fundamental Tools for Financial Planning
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Chapter 3 Client Communication
Chapter 4 Decision Making
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- Part III: The Systematic Process of Financial Planning
Chapter 5 Overview
Chapter 6 Framing the Relationship, the Situation, and the Goals
Chapter 7 Analyzing the Situation and Developing the Plan
Chapter 8 Implementing and Monitoring the Plan
Part IV: The Product of Financial Planning
Chapter 9 Writing a Financial Plan
Part V: Appendices
A. Assessing Your Financial Risk Tolerance, B. Client Intake Form, C. Financial Planning Benchmarks, D. Education Planning: A Sample Section from Kims’ Comprehensive Plan
Index
Available in print, online subscription, and soon, in an e-book format: information as you want it!
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