News

The Tools & Techniques of Financial Planning, 10th Edition Supplement Now Available

New York, NY, April, 2013 — Comprehensive Retirement Planning Supplement

This new supplement contains comprehensive retirement planning information, including information on determining financial need, estimating retirement income need length, obtaining information on qualified plan benefits, the role of insurance, and retirement plan distribution planning.

To view or obtain a copy of this supplemental chapter, please click on one of the following:

INSTRUCTORS
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STUDENTS – Print Edition

STUDENTS – Online Edition
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If you are having trouble accessing or viewing the supplement, please contact Jay Caslow at 1-800-543-0874 x2207 or jcaslow@sbmedia.com. We apologize for any inconvenience.

The Process of Financial Planning: Developing a Financial Plan, Second Edition, Just Published

New York, NY, November 27, 2012 —The National Underwriter Company has released the second edition of The Process of Financial Planning: Developing a Financial Plan.

Important, student-friendly features of The Process of Financial Planning: Developing a Financial Plan, Second Edition, include:
  • Real-world examples and tools, including fillable forms for use in other cases
  • Increased focus on CFP Board’s Practice Standards, Code of Ethics, and Rules of Conduct
  • Increased focus on the regulatory environment, including a review of the history of financial services regulation
  • Additional coverage of the “how’s” and “why’s” of writing and communicating a plan to clients
  • Revised sample financial plan section on education planning
  • Expanded teaching and learning aids that help students focus on—and retain—key information

Written by Ruth H. Lytton, Ph.D., John E. Grable, Ph.D., CFP®, RFC, and Derek D. Klock, MBA, this new edition is class-tested by well-known experts.

“The key to the financial planning process is based on four cornerstones: the realities of the profession, fundamental tools, systematic planning, and the plan itself as a product of the planning process,” said author Ruth H. Lytton.

“This textbook offers an in-depth, multidisciplinary explanation of the systematic process of financial planning,” Dr. Lytton continued. “It covers communication, decision making, ethical, legal, and regulatory considerations, and more, all with an eye toward practical applicability. So the student who uses this text should be able to manage the financial process from start to finish.”

“We are delighted to be publishing The Process of Financial Planning: Developing a Financial Plan, Second Edition, both because of the expertise of the three authors as well as the strong approach they take to this topic. This book focuses on the details of that process in ways no other resource does, and can be equally valuable to the student learning financial planning as well as the novice planner starting a career,” said Rick Kravitz, VP and Managing Director, Professional Publishing Division, National Underwriter.

The Process of Financial Planning: Developing a Financial Plan, Second Edition,is also available as an eBook, which enables instant downloading plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

Review copies/desk copies are available for faculty considering The Process of Financial Planning: Developing a Financial Plan, Second Edition,for course use. The book is also fully supported with in-depth instructor materials. Visit www.nucollege.com, or contact Jay Caslow, Academic Sales, at jcaslow@sbmedia.com or 1-800-543-0874, x2207.

National Underwriter Publishes New Textbook: The Case Approach to Financial Planning, Second Edition

New York, NY November 7, 2012 —The National Underwriter Company has published The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition.

New in the second edition is the inclusion of “Planning for Special Populations” discussions throughout the book, which highlight an important CFP Board focus and illustrate that unique planning needs can add complexities not previously considered.

In the comprehensive, run-of-book Bedo family case the authors have added a focus on oral, written, and graphic presentations in each core content chapters as well as a presentation of the comprehensive plan.

The Financial Facilitator, the integrated Excel financial planning spreadsheet package which accompanies the text, enables students to creatively model and develop planning strategies and recommendations.

With this new edition additional study aids are included and electronic versions of the various forms used throughout plan development are now included.

The Case Approach to Financial Planning, Second Editionis written by the expert author team of John Grable, Ph.D., CFP®, RFC of the University of Georgia and Derek D. Klock, MBA and Ruth Lytton, Ph.D. of Virginia Tech, all of whom are considered preeminent leaders in teaching case-based courses.

This textbook is designed to meet the need for a comprehensive case study methodology book, especially for the new Financial Plan Development course, and is the first and only book of its kind in which the advanced concepts of developing an integrated financial plan are taught from the foundation of analysis of the client’s situation. This foundation leads to action-oriented recommendations that can be critiqued and combined into a comprehensive financial plan, from development through implementation and monitoring.

For many students, the Financial Plan Development or Capstone course is the only place in the curriculum where all six core content planning areas are reviewed and integrated in the context of specific client situations. The authors therefore include multiple commonly used planning strategies matched to each core content planning area for review and discussion. They include a variety of case types and examples in each chapter, plus an additional thirteen subject-based case studies and a separate ethics case study.

“We are delighted to be publishing The Case Approach to Financial Planning, Second Edition, particularly because of the stature of the authors,” said Rick Kravitz, VP and Managing Director, Professional Publishing Division, National Underwriter. “This book was written to illustrate how the systematic financial planning process developed by the authors in their book The Process of Financial Planning, also just published in a second edition, can be used to help clients achieve multiple financial goals and objectives through a strong financial plan.”

The Case Approach to Financial Planning, Second Edition,is also available as an eBook, which enables instant downloading plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition,is available to instructors for review/desk copies today. Simply visit www.nucollege.com, send a request to Jay Caslow, Academic Sales, jcaslow@sbmedia.com or call 800-543-0874, x2207, for the complimentary review copies or for information about instructors’ materials.

National Underwriter Academic Announcement

I am pleased to introduce to you our newest addition to the National Underwriter team, Jay Caslow, who will be handling all of National Underwriter's academic titles as Academic Sales Manager. Jay brings over 20 years of sales experience in the publishing industry with a strong academic background in the legal education adoption market. Jay was most recently with Wolters Kluwer Aspen Legal Education. Previous to that he held sales positions at CCH and BNA in their Tax departments. Jay is eager to service the new and growing markets at The National Underwriter Company and will contact you shortly to introduce himself. As well, Jay can be reached at 1-800-543-0874, ext. 2207, or jcaslow@sbmedia.com, for information, review copies, instructor materials, and sales support.

New Edition of The Tools & Techniques of Financial Planning Publishes

New York, NY, September 13, 2012 – The National Underwriter Company has just released the fully revised new edition of its popular The Tools & Techniques of Financial Planning, written by the experienced author team of Stephan R. Leimberg, Martin J. Satinsky, Robert J. Doyle, Jr., and Michael S. Jackson.

The Tools & Techniques of Financial Planning, 10th Edition, also features:
  • Updated information on state and federal registration and regulations related to assets under management and fiduciary duty
  • Expanded material on financial services industry regulations and financial institutions resulting from the Dodd-Frank Wall Street Reform and Consumer Protection Act
  • Information related to Certified Financial Planner Board of Standards, Inc. (CFP) disciplinary rules and procedures, as well as professional standards
  • Updated content on nontraditional couples
  • Current information about Long-Term Care costs and options, as well as Medicare
  • Seven, clear, concise, and relevant case studies that help students apply best practices across the entire financial planning lifecycle
  • Charts, tables, and illustrative material to highlight key points and information

“This educational resource delivers a comprehensive overview of financial planning,” says Rick Kravitz, VP and Managing Director, Professional Publishing Division, “and it does so in the familiar Tools & Techniques format, which professors, students and financial professionals all embrace.”

This new tenth edition of the The Tools & Techniques of Financial Planning has been fully updated to reflect state-of-the-art thinking in this critical subject area. The text has been expanded and revised, and includes new customer-friendly features, making accessing information easier and quicker.

“We are delighted to be publishing this new edition, both because of the stature of the authors and because this is the latest addition to the long-term and successful series of key resources for students and practitioners in financial planning,” continued Kravitz.

The Tools & Techniques of Financial Planning, 10th Edition, is also available as an eBook, which enables instant downloading, meaning access in minutes, plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library, created by renowned expert Stephen R. Leimberg. It continues to provide complete coverage of the principles, processes, and practice of financial planning and is considered a must-have resource for anyone who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

Review copies/desk copies are available for faculty considering The Tools & Techniques of Financial Planning, 10th edition, for course use by visiting www.nucollege.com, or by contacting Jay Caslow, Academic Sales, at jcaslow@sbmedia.com or 1-800-543-0874, x2207.

National Underwriter Publishes New Principles of Estate Planning Textbook

New York, NY, September 13, 2012 —The National Underwriter Company has just published Principles of Estate Planning.

Written by Carolynn Tomin, CFP®, and Colleen Carcone, J.D., CFP®, Principles of Estate Planning is specifically designed for students enrolled in financial planning programs and for financial planning practitioners who want to provide greater value for their clients by offering more comprehensive services.

“Throughout our many years of experience in teaching estate planning, we recognized the need for a textbook that would assist students in learning the complex principles and techniques of estate planning. We observed that students were easily confused by certain legal terms and tax concepts and that they struggled to understand some of the more advanced estate planning strategies they were expected to know,” said author Carolynn Tomin, Program Director at Boston University’s Program for Financial Planning.

“This textbook is, in essence, a financial planner’s guide to estate planning,” Tomin continued. “The most important aspect of this book is that it addresses all of the CFP® Certification Examination Principle Topics and subtopics related to estate planning at the highest academic level.”

“Our objective is not only to explain the topics in great detail but to emphasize their practical application in financial planning situations and in the context of a comprehensive financial plan,” continued Colleen Carcone. “Each topic is broken down into smaller components and illustrated with client situations to reinforce the concepts and facilitate the student’s learning experience.”

Other student-friendly features of Principles of Estate Planning include:
  • Content systematically organized into subtopics to help simplify the understanding and retention of complex material
  • “Chapter Contents” that outline the topics addressed in each chapter
  • “Learning Objectives” in each chapter that provide topic focus
  • “Client Situations” that present practice scenarios and illustrate the practical application of key concepts in client situations
  • “Practitioner Tips” that provide practical advice and guidance
  • “Practice Standards” that highlight the related steps in the financial planning process from CFP Board’s “Standards of Professional Conduct”
  • Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics

Principles of Estate Planning is also available as an eBook, which enables instant downloading, meaning access in minutes, plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

“We are delighted to be publishing Principles of Estate Planning, both because of the stature of the authors and because of the dynamic fit with “life cycle learning”: we are well-known for the material available to professionals in insurance, financial planning and tax planning,” said Rick Kravitz, VP and Managing Director, Professional Publishing Division. “These professionals are life-long learners and so our student base includes traditional undergraduate and graduate students, as well as practicing professionals in law, tax, and finance who continue their education to offer better services to their clients.”

Review copies/desk copies are available for faculty considering Principles of Estate Planning for course use by visiting www.nucollege.com, or by contacting Jay Caslow, Academic Sales, at jcaslow@sbmedia.com or 1-800-543-0874, x2207.

About The National Underwriter Company

For over 110 years, The National Underwriter Company has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. With respected resources available in print, online, and in eBook format, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success. National Underwriter is a Summit Business Media company.

About Summit Business Media

Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets. Summit strives to be “The Next Generation of Business Information” for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data. Summit services the information needs of its customers through numerous channels, including digital, print, and live events. For more information, please visit www.summitbusinessmedia.com.

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