Stephan R. Leimberg, Martin J. Satinsky, Robert J. Doyle, Jr., and Michael Jackson
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Product Details:
ISBN: 978-1-936362-84-4
Format: Paperback, 8 ½" x 11", approx. 400 pages
Pub. Date: June 2012
List Price: $135.00
Student Price: $114.75 (Save 15%)
Desk/Review Copy: $0.00 (Request) | |
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List Price: $135.00
Student Price: $114.75 (Save 15%) | |
This single resource is devoted to complete coverage of the complete financial planning process and topics. Presented in concise, everyday language, The Tools & Techniques of Financial Planning, 10th edition, offers comprehensive coverage of topics such as employee benefit, estate, income tax, insurance, and retirement planning, and includes seven full-length case studies with supported critical analysis. The various strategies critical to today’s marketplace are covered, with emphasis on cash-flow management and expanded discussions on special needs trusts, privacy, and identity theft protections, reverse mortgages, finding strategies for education planning, and much more.
- Highlights of the new 10th Edition:
• Updated information on professional financial planning education and credentials, including information about state and federal registration and regulations related to assets under management and fiduciary duty
• Substantially updated material on financial services industry regulations and financial institutions resulting from the Dodd-Frank Act
• New information in Chapter 7, related to CFP Board’s disciplinary rules and procedures, as well as professional standards
• Updated information on nontraditional couples
• Updated information about Long-term Care costs and options and Medicare
• Significant new and updated material related to the impact of the Great Recession on financial and estate planning
• Implications of investment planning process and related fundamental concepts as well as a thorough discussion on an investment planning concept of paramount importance: the issue of active versus passive (indexed) investment management
Table of Contents
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Chapter 1: What is Financial Planning?
Chapter 2: Who is a Financial Planner?
Chapter 3: Steps in the Financial Planning Process
Chapter 4: Tools in the Financial Planning Process
Chapter 5: Attitudes and Behavioral Characteristics of Clients
Chapter 6: Financial Services Industry Regulations
Chapter 7: Ethics and Disciplinary Rules
Chapter 8: Financial Planning Practice Standards
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Chapter 9: Financial Goals—Current Lifestyle
Chapter 10: Education Funding
Chapter 11: Retirement Issues
Chapter 12: Special Circumstances
Chapter 13: Special Needs
Chapter 14: Estate Planning
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Chapter 15: Budgeting and Cash Management
Chapter 16: Personal Financial Statements
Chapter 17: Credit and Debt Management
Chapter 18: Financing Asset Acquisitions
Chapter 19: Economic Concepts
Chapter 20: Time Value of Money and Quantitative Analysis
Chapter 21: Financial Institutions
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Chapter 22: Business Entities
Chapter 23: Ownership of Property
Chapter 24: Business Law
Chapter 25: Monetary Settlement Planning
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Chapter 26: Risk Management and Insurance
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Chapter 27: Income Tax Planning
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Chapter 28: Investment Planning
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Chapter 29: Retirement Planning
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Chapter 30: Charitable Planning
Case Studies
Jason and Andrea Dalton
Phillip and Marsha Sanders
James Wilson and Harold Newton
Janice Peterson
Tom and Sharon Brown
Cindy Wilson
Jeff and Sharon Williams
Appendices
Appendix A Present Value of Lump Sum
Appendix B Present Value of Annuity Due
Appendix C Present Value of Ordinary Annuity
Appendix D Future Value of Lump Sum
Appendix E Future Value of Annuity Due
Appendix F Future Value of Ordinary Annuity
Appendix G Tax Exempt Equivalents
Appendix H Useful Financial Web Sites
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.