Title
The Case Approach To Financial Planning,Used
Delivery time: 8-12 business days (International)
This unique companion to The Process of Financial Planning explains and fosters sound planning and decision making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cashflow planning and analysis tools, this resource provides students a realworld demonstration of how a financial planner works.A topnotch team of authors from leading CFP programs present the planning process in a cohesive format that fills the void in most CFP curricula. By incorporating case study analysis and reviews of the major CFP topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals. Present useful calculation and analysis tools sample forms, questionnaires, and worksheets Offer core planning topicspecific chapters with planning strategies, advantages and disadvantages, and application to case studies Short, quantitative and analytical problems, and several minicases Analyze a running case throughout the entire textThe text is supplemented with a CDROM featuring the Financial Facilitator spreadsheet.Each Chapter Includes:Learning ObjectivesChapter OverviewDefinitionsFlow ChartsTablesExhibitsPlanning TipsCalculationsAdditional Resources
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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.
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.