Product Details: ISBN: 978-0-87218-932-4 Format: Paperback, 490pp Pub. Date: 2007 List Price: $94.95 Student Price: $80.71 (Save 15%) Desk/Review Copy: $0.00 (Request) Click the "Apply Coupon" button upon checkout to receive your discount.

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:

• Emphasis on cash flow management within personal financial planning

• Entire chapters devoted to an in-depth review of all major financial planning

• Investments

• Estate planning

• Income tax

• Employee benefits planning

• Insurance

• Retirement planning

• Risk management

• Charitable planning

8th Edition consists of sweeping changes due to the Pension Protection Act of 2006 including: retirement plans and IRAs; corporate-owned life insurance; long-term care riders on annuities and life insurance contracts; charitable distributions. Students will also benefit from expanded discussions on special needs trusts; privacy and identity theft protections; reverse mortgages, and funding strategies for education planning.