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