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Product Details:
ISBN: 978-0-87218-989-8
Format: Paperback, 490pp
Pub. Date: 2009
List Price: $98.99
Student Price: $84.14 (Save 15%)
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Reinforce the systematic approach your students need to clearly define and build upon the principles of Financial Planning as outlined in the CFP® Certification Examination Topics List. Students will access general steps/tools in the financial planning process as well as in-depth reviews of the various strategies in today's market. Case Appendix includes seven full-length case studies for immediate application with critical analysis.
Teach your students to craft the ultimate financial plans with:
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Emphasis on cash flow management within personal financial planning
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Entire chapters devoted to an in-depth review of all major financial planning
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Investments
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Estate planning
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Income tax
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Employee benefits planning
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Insurance
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Retirement planning
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Risk management
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Charitable planning
New 9th Edition offers coverage on:
· The impact of the market downturn on financial planning and how it has changed.
· Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
· Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
· Implications of transfers of property between spouses related to divorce