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The Tools & Techniques of Financial Planning
Stephan R. Leimberg, Martin J. Satinsky,
Robert T. LeClair, Robert J. Doyle, Jr.

ISBN: 978-0-87218-932-4
Format: Paperback, 490pp
Pub. Date: 2007

The NEWLY revised 8th edition available Summer/Fall, 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.

 

 

Available Material for 8th edition

Advanced PowerPoint Presentation - Prepared by Rosilyn H. Overton, MS, CFP®, CRPS, LTCP, New Jersey City University.

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.

RECOMMENDED SUPPLEMENTAL READING:
2007 Field Guide to Financial Planning
Take It to the Next Level: Life Insurance Solutions for Financial & Retirement Planning
The Annuity Advisor
The Annuity Handbook, 4th Edition
The Variable Annuity Handbook, 2nd Edition
Garrett’s Guide to Financial Planning
Tax Facts Ultimate IRA Resource
The Cutting Edge in Financial Services
RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients

 
 
 
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Note: Academic support materials are not approved for use in filing state Continuing Education courses.
Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours 
 please click on the CE Course and E Learning link above.
 
© Copyright 2006 The National Underwriter Company. 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) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.