Title
The Case Approach To Financial Planning,Used
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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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For more information, please visit www.P65Warnings.ca.gov.