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 TESTIMONIALS

The Process of Financial Planning is an exceptional resource for understanding what is entailed in the stages of the financial planning process and preparing a personal financial plan.  It professionally explains the development and implementation of a coordinated plan to achieve overall financial objectives. This book is an excellent reference for financial professionals and for individuals who want to develop a financial plan. 

Dr. Robert D. Lovett, CFP®
Managing Partner, Astwell Consulting

 The Process of Financial Planning 

Product Details:
ISBN:
0-87218-866-9
Format: Paperback
Pub. Date: 2006

List Price: $77.99
Student Price: $66.29 (Save 15%)
Desk/Review Copy: $0.00 (Request)
Click the "Apply Coupon" button upon checkout to receive your discount.

       

The first and only publication of its kind, this text provides a systematic process that provides the framework for the practice of financial planning. It discusses concepts central to everyday practice: the ethical, legal, and regulatory environment, planner-client communication, and planner-client decision-making. Finally, it explains the components of a model financial plan to document and guide the process for the planner and client. In effect, this guide bridges the path from student to working professional.

  • Explain and foster sound planning logic and decision-making strategies
  • Present useful analytical tools - sample forms, questionnaires, and work sheets
  • Integrate the individual components of a comprehensive financial plan

Each Chapter Includes:

  • Learning Objectives
  • Flow Charts, Tables, Exhibits
  • Key Terms and Formulas
  • Planning Tips
  • Chapter Review

Table of Contents:

  • What is Comprehensive Financial Planning?
  • Client Communication
  • Decision Making
  • Writing a Financial Plan
  • Ethics, Regulations, and Laws
  • Establishing the Client Relationship
  • Analytical Process
  • Comprehensive Financial Plan Development