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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 Process of Financial Planning: Developing a Financial Plan
Key Objectives
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· Explanation of the process of financial planning based on in-depth and multidisciplinary view. Through the process, create a framework for the practice of financial planning.
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· Discussion of concepts central to everyday practice: the ethical, legal and regulatory environment; planner-client communication; and planner-client decision making.
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· Explanation of the components of a model financial plan, whether comprehensive or modular, to document and guide the process for the advisor and the client.
Highlights
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· Introduces students to the real world of the financial planning profession.
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· Class tested.
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· Includes chapters that are devoted to specific skill sets needed, such as decision making and analysis.
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· Introduces key topics such as ethics and professional responsibility.
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· Provides the background and framework for creating and presenting a financial plan.
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· 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.
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· Chapter 6 covers the “planning relationship”, focusing on understanding and managing the unique characteristics of client—and planner—temperaments, attitudes, beliefs and experience.
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· 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.
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o Faculty can use content and resources based on individual course design.
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· Provides student-friendly aids to help all levels of student understanding:
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o Questions and discussion.
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o Key resources are included, 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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__________________________________________________ |
Table of Contents
The Profession of Financial Planning
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Chapter 1 What is Financial Planning?
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Chapter 2 Ethics, Laws, and Regulations: How Standards Impact the Plan, Process, and the Profession
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- The Process of Financial Planning
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Chapter 3 A Fundamental Tool in the Process: Client Communication
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Chapter 4: A Fundamental Tool in the Process: Decision Making Chapter 5: The Systematic Process: An Overview
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Chapter 6: The Systematic Process: Framing the Relationship, the Situation, and the Goals
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Chapter 7: The Systematic Process: Analyzing the Situation and Developing the Plan
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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
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Appendix A Client Intake Form
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Appendix B Financial Planning Benchmarks
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Appendix C Assessing Your Financial Risk Tolerance
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Appendix D Section of Sample Plan (Education Planning)
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Index
More Info on The Case Approach to Financial Planning
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Bibliographic Information
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ISBN: 0-87218-692-X
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Trim Size: 8 ½” x 11”
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Page Count: 355 Format: Paperback and by Online Subscription
- Publication Date: 2006
- New edition: Spring 2012
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List Price: $85.00 Student Price: $72.25 (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 |