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



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ISBN: 978-1-946711-68-7