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 Tools & Techniques of Financial Planning, 9th Ed. 

Product Details:
ISBN:
978-0-87218-989-8
Format: Paperback, 490pp
Pub. Date: 2009

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Student Aids to Curriculum

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 

New 9th Edition offers coverage on:

·   The impact of the market downturn on financial planning and how it has changed.

·   Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.

·   Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.

·   Implications of transfers of property between spouses related to divorce

AIDS TO CURRICULUM

2009 Correlation Table for Financial Planning

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Course Objectives

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Course Outline

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Course Synopsis

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Table of Contents

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