The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

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

ISBN: 978-1-936362-98-1

Product #: 7190002

Format: Paperback, 8 ½" x 11", approx. 494 pages

Pub. Date: September 2012

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About the Book


  • Explains of the process of financial planning, based on an in-depth and multidisciplinary view. Through the process, creates a framework for the practice of financial planning.
  • Discusses concepts central to everyday practice: the ethical, legal and regulatory environments; planner-client communication and decision making.
  • Highlights the components of a model financial plan, whether comprehensive or modular, to document and guide the process for the advisor and the client.
  • Class tested and student friendly: key teaching and learning resources are included, such as graphs, charts, tips, and sample documents
  • Includes chapters that are devoted to specific skill sets, such as decision making and analysis.
  • Introduces key topics such as ethics and professional responsibility.
  • Provides the background and framework for creating and presenting a financial plan.
  • Highlights the importance of building client relationships through ongoing, two-way communication.
  • And, new and expanded for the Second Edition:
    • Increased focus on CFP Board's Practice Standards, Code of Ethics, and Rules of Conduct
    • Teaching and learning aids, such as Learning Objectives linked to end-of-chapter Learning Outcomes and Chapter Highlights to aid focus and retention of key information
    • Expanded coverage of real-world examples

Table of Contents


Part I: The Profession of Financial Planning

Chapter 1

Chapter 2

What is Financial Planning?

Ethics, Laws, and Regulations: How Standards Impact the Plan, 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

Overview

Framing the Relationship, the Situation, and the Goals

Analyzing the Situation and Developing the Plan

Implementing and Monitoring the Plan

Part IV: The Product of Financial Planning

Chapter 9

Writing a Financial Plan

Appendices

Appendix A

Appendix B

Appendix C

Appendix D

Index

Assessing Your Financial Risk Tolerance

Client Intake Form

Financial Planning Benchmarks

Education Planning: A Sample Section from Kims' Comprehensive Plan

 


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