John E. Grable, PhD, CFP®, RFC; Derek D. Klock, MBA; and Ruth H. Lytton, PhD
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Product Details:
ISBN: 978-1-936362-99-8
Format: Paperback, 8 ½" x 11", approx. 750 pages
Pub. Date: August 2012
List Price: $100.00
Student Price: $85.00 (Save 15%)
Desk/Review Copy: $0.00 (Request) | |
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12-Month Subscription
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• Helps fill the need for quality case studies for use in the financial planning curriculum.
• Provides a content review of all of the major subject areas in the financial planning curriculum
• The unique, comprehensive Bedo Family Case can be used as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book.
• Chapter-Based Cases illustrate how financial planning strategies can be developed to help clients meet goals and objectives.
• Quantitative/Analytical Mini-Cases are multiple-choice question-and-answer cases designed to help develop a student’s ability to evaluate quickly a client’s current financial situation, arrive at correct dollar outputs from calculations, and then choose between and among appropriate financial planning strategies. A separate ethics case tests knowledge of securities rules and financial planning practice standards.
Financial Facilitator
• An integrated Excel financial planning spreadsheet package, designed as a key learning tool for analyzing financial situations.
• The textbook is keyed to the Financial Facilitator, and includes highlighted spreadsheet pages with call-outs to show the cascading impact of data additions and changes to individual and related spreadsheets.
Authors
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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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- 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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Table of Contents
Part I: Review of the Systematic Process and Computational Skills for Developing a Financial Plan
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Chapter 1—The Financial Planning Process: A Review of Steps 1 to 3
Chapter 2—Financial Computations for Financial Planning
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Part II: Analyzing and Evaluating a Client’s Financial Status to Plan for Client Earnings
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Chapter 3— Cash Flow Planning
Chapter 4— Income Tax Planning
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- Part III: Analyzing and Evaluating a Client’s Financial Status to Plan for Client Risk Protection
Chapter 5— Life Insurance Planning
Chapter 6— Health Insurance Planning
Chapter 7— Disability Insurance Planning
Chapter 8— Long-term Care Insurance Planning
Chapter 9— Property and Liability Insurance Planning
Part IV: Analyzing and Evaluating a Client’s Financial Status to Plan for the Growth and Distribution of Assets
Chapter 10— Investment Planning
Chapter 11—Education Planning
Chapter 12—Retirement Planning
Chapter 13—Estate Planning
Part V: Review of the Systematic Process
Chapter 14—The Financial Planning Process: A Review of Steps 4 to 6
Part VI: Financial Planning Case Studies
The Zimmer Case: A Financial Situation Mini-case
The Ande Case: A Tax Planning Mini-case
The Roth Case: A Tax Planning Mini-case
The Shim Case: An Insurance Planning Mini-case
The Butterfield Case: An Insurance Planning Mini-case
The Little Case: An Investment Situation Mini-case
The Cantrell Case: An Investment Planning Mini-case
The Alpha Case: A Retirement Planning Mini-case
The Edwards Case: A Retirement and Employee Benefits Mini-case
The Mayfield Case: A Retirement Planning Mini-case
The Dion Case: An Estate Planning Mini-case
The Graham Case: A General Planning Mini-case
The Case of the Good Gone Bad—A Play in Three Scenes: An Ethics Case
Index
Available in print, online subscription, and soon, in an e-book format: information as you want it!
To request a complimentary review copy, click here or contact Alice Everett at 800-543-0874, x2207, or aeverett@sbmedia.com.