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Please contact Alice Everett @ aeverett@sbmedia.com.

 

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.

Key Objectives

Highlights

·         Introduces students to the real world of the financial planning profession.

·         Class tested.

·         Includes chapters that are devoted to specific skill sets needed, 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.

·         Chapter 3 highlights the importance of building client relationships through ongoing communication and is devoted to the critical topic of communication with clients. This involves soliciting information for use in the developing and monitoring of the financial plan, as well as ongoing client communications.

·         Chapter 6 covers the “planning relationship”, focusing on understanding and managing the unique characteristics of client—and planner—temperaments, attitudes, beliefs and experience.

·         Instructor support: Instructors’ Manual, PowerPoints, test bank and other materials provide additional information and suggestions on how, when, and why to use content and features.

o   Faculty can use content and resources based on individual course design.

 ·         Provides student-friendly aids to help all levels of student understanding:

o   Questions and discussion.

o   Key resources are included, such as graphs, charts, tips, and sample documents

Authors

Table of Contents

The Profession of Financial Planning

Chapter 1        What is Financial Planning?

Chapter 2        Ethics, Laws, and Regulations: How Standards Impact the Plan, Process, and the Profession

 

The Process of Financial Planning

Chapter 3        A Fundamental Tool in the Process: Client Communication

Chapter 4:       A Fundamental Tool in the Process: Decision Making Chapter 5:       The Systematic Process: An Overview

Chapter 6:       The Systematic Process: Framing the Relationship,  the Situation, and the Goals

Chapter 7:       The Systematic Process: Analyzing the Situation and Developing the Plan

Chapter 8:       The Systematic Process: Implementing and Monitoring the Plan

The Product of Financial Planning

Chapter 9:       Developing a Product: Writing a Financial Plan

Appendices

Appendix A      Client Intake Form

Appendix B      Financial Planning Benchmarks

Appendix C      Assessing Your Financial Risk Tolerance

Appendix D      Section of Sample Plan (Education Planning)

Index