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

Process of Financial Planning, 1st edition

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)
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Student Aids to Curriculum

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

AIDS TO CURRICULUM

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All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.