The December 1st deadline for submitting the application for the Financial Plan Development course to CFP Board has just passed. Please remember our featured titles are two noteworthy textbooks that can help in the implementation of this important new course.
The Process of Financial Planning: Developing a Financial Plan and The Case Approach to Financial Planning: Writing a Financial Plan by Dr. Ruth Lytton, Derek D. Klock and Dr. John E. Grable, are the first books designed and dedicated to introduce students to the complicated, integrated, and "real world" side of financial planning. Together, they bridge academic coursework and actual practice and introduce students to the skills and tools needed for researching, developing, and communicating an actual financial plan
Authors: John E. Grable, PhD, CFP®, RFC, Professor, School of Family Studies and Human Services, College of Human Ecology, Kansas State University; Ruth H. Lytton, PhD, RFC, Professor, Financial Planning, Department of Agricultural and Applied Economics, Virginia Tech; Derek D. Klock, MBA, Assistant Professor, Department of Finance, Pamplin College of Business, Virginia Tech
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About the National Underwriter Company
For more than 110 years, The National Underwriter Company has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. With respected resources available in print, on CD, and online, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success.
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