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Product Details:
ISBN: 0-87218-669-5
Format: Paperback, CD
Pub. Date: 2006
List Price: $92.60
Student Price: $78.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
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Instructor Support Materials
Up-to-date Texts
Table of Contents
About the Authors
Text Excerpt: Chapter 11, Education Planning
This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works.
A top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals.
- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies
- Short, quantitative and analytical problems, and several mini-cases
- Analyze a running case throughout the entire text
The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.
Each Chapter Includes:
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Learning Objectives
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Chapter Overview
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Definitions
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Flow Charts
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Tables
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Exhibits
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Planning Tips
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Calculations
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Additional Resources