The Comprehensive Financial Planning Bundle: The Case Approach and the Process

Ruth H. Lytton, PhD, John E. Grable, PhD, CFP, RFC, and Derek Klock, MBA

ISBN: 978-1-945424-27-4

Product #: 2320002KC3

Format: Paperback, 8 ½" x 11 ", 880 pages and 494 pages, respectively

Pub. Date: August 2016 and August 2012

About the Book

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice, resulting in an individual thoroughly prepared to make the transition in the financial planning arena.

The Process of Financial Planning: Developing a Financial Plan, Second Edition,, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

Table of Contents

Part I: The Profession of Financial Planning

Chapter 1

Chapter 2

What is Financial Planning?

Ethics, Laws, and Regulations: How Standards Affect the Plan, the Process, and the Profession

Part II: Fundamental Tools for Financial Planning

Chapter 3

Chapter 4

Client Communication

Decision Making

Part III: The Systematic Process of Financial Planning

Chapter 5

Chapter 6

Chapter 7

Chapter 8


Framing the Relationship, the Situation, and the Goals

Analyzing the Situation and Developing a Plan

Implementing and Monitoring the Plan

Part IV: The Product of Financial Planning

Chapter 9

Developing a Financial Planning Product: Writing a Financial Plan

Part V: Appendices

The Case Approach to Financial Planning, 3rd Edition,, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

The text features:

  • A content review of all of the major subject areas in the financial planning curriculum
  • A variety of case studies:
    • The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussions run through the entire book
    • Chapter-based examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives
    • End-of-chapter mini-cases and questions challenge students to apply content
    • Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student's ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients
    • A separate ethics case tests knowledge of securities rules and financial planning practice standards
  • Chapter-based learning aids for focus and retention of key information: key terms, learning objectives linked to the end-of-chapter learning outcomes, and end-of-chapter questions and resource lists

And new and expanded coverage for the 3rd Edition includes:

  • Revised and expanded content, including PPACA Health Care and "Planning for Special Populations" featured in every chapter
  • A variety of case studies:
  • New and expanded cases
  • New and revised student aids in every chapter
  • New "fillable" forms for use with cases

Table of Contents

Part I: Overview of the Systematic Process and Computational Skills for Developing a Financial Plan

Chapter 1

Chapter 2

The Systematic Financial Planning Process: Steps 1 to 3

Computations for Financial Planning

Part II: Analyzing and Evaluating a Client's Financial Status to Plan for Client Earnings

Chapter 3

Chapter 4

Cash Flow Planning

Income Tax Planning

Part III: Analyzing and Evaluating a Client's Financial Status to Plan for Client Risk Protection

Chapter 5

Chapter 6

Chapter 7

Chapter 8

Chapter 9

Life Insurance Planning

Health Insurance Planning

Disability Insurance Planning

Long-Term Care Insurance Planning

Property and Liability Insurance Planning

Part IV: Analyzing and Evaluating a Client's Financial Status to Plan for the Growth and Distribution of Assets

Chapter 10

Chapter 11

Chapter 12

Chapter 13

Investment Planning

Education Planning

Retirement Planning

Estate Planning

Part V: Review of the Systematic Process

Chapter 14

The Financial Planning Process: Steps 4 to 6

Part VI: Financial Planning Case Studies

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