Title
Fundamentals Of Financial Planning
Delivery time: 8-12 business days (International)
Where Fundamental Financial Science And Theory Merge With Real Life. Here Are All The Essential Basics Of Financial Planning Woven Into The Realities Of Working With Real Clients And Building A Successful Practice. Inside Are Seven Different Ways To Analyze A Client Situation, Then How To Best Communicate And Work With Clients In Their Best Interests. Using Real Data And Relevant Case Examples, Fundamentals Of Financial Planning Takes You Logically Through The Process Of Client Behavior, Motivation And Risk Management, Education Funding And Investment Management, And The Critical Influence Of Time On The Value Of Money. This Is An Essential Text That Puts Fundamental Academics Into A Real Life Context To Help Ensure That Concepts And Best Practices Are Comprehended, Retained And Ready For Deployment. This Professional Tax And Financial Planning Perspective Services Multiple In A Fundamentals Course As Part Of A Comprehensive Curriculum In Financial Planning Or Financial Management As A Reliable And Comprehensive Reference For Practicing Financial Professionals Fundamentals Of Financial Planning Also Meets All Of The Educational Requirements For A Financial Planning Course In Any Cfp Boardregistered Program
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Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
Shipping & Returns
Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.
Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
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Secure Payment
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.
We accept payments with :
Visa, MasterCard, American Express, Paypal, Shopify Payments, Shop Pay and more.
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Frequently Asked Questions
- Q: What is the main focus of 'Fundamentals of Financial Planning'? A: The book merges fundamental financial science and theory with real-life applications, providing essential basics of financial planning while addressing client behavior, motivation, and risk management.
- Q: Who is the author of 'Fundamentals of Financial Planning'? A: The author of the book is Michael A. Dalton.
- Q: What edition of the book is available? A: This is the 5th edition of 'Fundamentals of Financial Planning'.
- Q: How many pages does 'Fundamentals of Financial Planning' have? A: 'Fundamentals of Financial Planning' contains 846 pages.
- Q: In what format is the book available? A: The book is available in paperback format.
- Q: What condition is the book in? A: 'Fundamentals of Financial Planning' is listed as being in acceptable condition.
- Q: What educational requirements does this book meet? A: The book meets all educational requirements for a Financial Planning course in any CFP Board-registered program.
- Q: What are the key features of the book? A: Key features include serving as a fundamentals course in financial planning, being a reliable reference for financial professionals, and meeting CFP Board educational requirements.
- Q: When was 'Fundamentals of Financial Planning' published? A: The book was published on January 1, 2015.
- Q: What topics are covered in 'Fundamentals of Financial Planning'? A: The book covers topics such as client analysis, communication strategies, education funding, investment management, and the impact of time on the value of money.