
Fundamentals of Financial Planning - 7th Edition ISBN: 978-1-946711-39-7
Stay informed with the most up-to-date information! New content in this latest and greatest edition:
- All text, exhibits and examples updated with 2021 numbers.
- Added section on client psychology (addressing CFP Board’s new Learning Objectives).
- Added section on upcoming FAFSA changes under the FAFSA Simplification Act of 2020.
- Updated monetary policy information.
- Expanded section on SIPC coverage.
- Added section on CFP® professional’s responsibilities.
- Added new Procedural Rules and Sanction Guidelines.
- Updated ABLE account information based on final regulations released in 2020.
- Added clarification regarding CFP Board’s required disclosures versus From ADV disclosures and disclosures required under Reg. BI.
Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement.
- In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
- As a reliable and comprehensive reference for practicing financial professionals
- Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program
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Table of Contents
- Chapter 1: Introduction to Financial Planning
- Chapter 2: Interpersonal Communication, Behavioral Finance & Client Psychology
- Chapter 3: Financial Planning Approaches: Analysis & Recommendations
- Chapter 4: Personal Financial Statements: Preparation & Analysis
- Chapter 5: Risk Management for the Individual Client
- Chapter 6: John and Mary Burke Case and Case Analysis
- Chapter 7: Time Value of Money
- Chapter 8: Education and Education Funding
- Chapter 9: Investments
- Chapter 10: David and Amy Rudolph Case and Case Analysis: Part 1
- Chapter 11: Retirement Planning Accumulations and Distributions
- Chapter 12: Income Tax Planning
- Chapter 13: Business Entity Selection and Taxation
- Chapter 14: Estate Planning
- Chapter 15: Economics and the External Environment
- Chapter 16: Ethics & Standards of Conduct
- Chapter 17: Planning for Special Circumstances
- Chapter 18: David and Amy Rudolph Case and Case Analysis: Part 2
For information regarding an earlier edition of this text, please e-mail your request to info@money-education.com
Print: $164.00