Cases in Financial Planning: Analysis and Presentation - 4th Ed.

Cases in Financial Planning: Analysis and Presentation - 4th Ed.

Did you know that a personal financial statement is really a story?

Better financial planners know how preparing and analyzing personal financial statements is not all numbers. Inside Cases in Financial Planning: Analysis and Preparation are the real stories of how to create a sound client relationship in order to implement a sound financial plan.

You’ll meet The Burkes, a 100% complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to hard. Also inside are mini-cases that illustrate how to analyze all of the sections of a financial plan. Woven throughout are tips and strategies for building a productive client relationship, including seven ways to to analyze a client situation. Real data, real cases; and appendices that are off the charts invaluable.

Cases in Financial Planning, Analysis & Presentation includes a variety of powerful learning tools and features:

  • Complimentary financial planning software to assist with student analysis and presentations
  • Instructor materials include suggested solutions with supporting schedules, PowerPoint® presentations for the introductory chapters, suggested syllabi, a grading rubric and software support

This professional case study perspective services multiple applications:

  • Client analysis and presentation of in-depth financial planning solutions as part of a comprehensive curriculum in financial planning or financial management
  • A powerful and highly practical reference for practicing financial planner professionals
  • Cases in Financial Planning, Analysis & Presentation is designed to meet the educational requirements for a Financial Plan Development course in any CFP Board-registered program

 

DIGITAL PRODUCTS:

  • eBooks are distributed through VitalSource Bookshelf.
  • eBooks cannot be printed.
  • eBooks can be accessed through VitalSource Bookshelf for one year from the date of purchase.
  • eBooks can be downloaed to up to two devices for unlimited access.
  • Access codes to obtain chapter resources are provided to you through your eBook in VitalSource Bookshelf. Upon accessing your digital book, copy the access code provided to register your book to your Money Education account.
ISBN: 978-1-946711-68-7
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