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The Process of Financial Planning: Developing a Financial Plan and The Case Approach to Financial Planning: Writing a Financial Plan are the first books designed and dedicated to introducing students to the complicated, integrated, and “real world” side of financial planning, specifically, designing a financial plan for a client.
The Case Approach to Financial Planning: Writing a Financial Plan
Key Objectives
· Help fill the need for quality case studies for use in the financial planning curriculum.
· Meet the course requirements for the Capstone Financial Planning Course/Development of a Financial Plan Course.
Four types and levels of cases:
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· Comprehensive (run of book) Bedo Family Case, which can be used as the foundation for writing a comprehensive financial plan. Questions related specifically to the Bedo case are included at the end of chapters 1 and 3-14. The Bedo case narrative has been developed to:
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o be as comprehensive and integrated as possible, meaning showing how developing client alternatives from one section of the case will influence other sections of the plan or case.
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o support both simple and complex strategies and recommendations.
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· Chapter-Based Cases, which illustrate how certain financial planning strategies can be developed and shaped into tools that can be used to help clients meet specific goals and objectives.
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· Quantitative/Analytical Mini-Case Problems, which offer practice in calculation and critical thinking that test the student’s ability to evaluate and assess a client’s current financial situation and then choose between and recommend appropriate strategies.
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· Mini-Cases: Chapter 15 includes ten multiple-choice question-and-answer cases to help develop a student’s ability to quickly evaluate a client’s current financial situation, arrive at correct dollar outputs from calculations, and then choose between and among appropriate financial planning strategies. An ethics case is also presented designed to test knowledge of securities rules and financial planning practice standards.
Highlights
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· Developed to introduce students to the real world of the financial planning profession.
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· Class tested.
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· Includes content reviews for all major subject areas. Content review can be assigned by faculty for individual review or to be used in general discussions.
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· Financial Facilitator, included on CD-ROM
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o An integrated Excel financial planning spreadsheet package, designed as a key learning tool for analyzing a client’s financial situation.
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o The textbook is keyed to Financial Facilitator, and includes highlighted spreadsheet pages with call-outs from Financial Facilitator, which show the impact of data additions and changes to individual and related spreadsheets.
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· Provides student-friendly aids to help all levels of student understanding:
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o Questions and discussion topics.
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o Content units include key resources such as graphs, charts, tips and sample documents.
Authors
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__________________________________________________
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- Ruth H. Lytton, PhD, RFC
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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
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Chapter 1 The Financial Planning Process
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Chapter 2 Financial Computations for Financial Planning
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Chapter 3 Cash Flow Planning
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Chapter 4 Income Tax Planning
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Chapter 5 Life Insurance Planning
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Chapter 6 Health Insurance Planning
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Chapter 7 Disability Insurance Planning
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Chapter 8 Long-Term Care Insurance Planning
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Chapter 9 Property and Liability Insurance Planning
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Chapter 10 Investment Planning
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Chapter 11 Education Planning
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Chapter 12 Retirement Planning
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Chapter 13 Estate Planning
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Chapter 14 The Plan: From Recommendations to Monitoring
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Chapter 15 Additional Case Studies
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Index
More Info on The Process of Financial Planning
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Bibliographic Information
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ISBN: 978-0-87218-669-9
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Trim Size: 8 ½” x 11”
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Page Count: 610
Format: Paperback and by Online Subscription
- Publication Date: 2008
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New edition: Spring 2012
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List Price: $135.00
Student Price: $114.75 (Save 15%)
Desk/Review Copy: Complimentary (Request)
Please reference promo code J02SMNU to receive your discount at checkout. |
Student Bundle: The Process of Financial Planning: Developing a Financial Plan and The Case Approach to Financial Planning: Writing a Financial Plan
ISBN: 978-1-936362-66-0
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- Bundle List Price: $220.00
- Student Price: $165.00 (Save 25%)
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- Please reference promo code J02SMNU to receive your discount at checkout.
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- Table of Contents
About the Authors |