Cases in Financial Planning: Analysis and Presentation

Cases in Financial Planning: Analysis and Presentation - 3rd Edition ISBN: 978-1-936602-44-5

Did you know that a personal financial statement is really a story? Better financial planners know that preparing and analyzing personal financial statements is not all about 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. 

Software Tutorial

To access the Financial Planning Software you must have a registered Cases in Financial Planning textbook in your Money Education Account. Once registered, click "Financial Statement Preparation and Analysis Software" in the My Books section of your account.  

Burke Case Presentation

Print: $124.00

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