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The Fundamentals of Writing a Financial Plan First Edition (Revised)
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- Buy it nowThe Fundamentals of Writing a Financial Plan First Edition (Revised)
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Located in: Lagrangeville, New York, United States
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eBay item number:305563719739
Item specifics
- Condition
- Book Title
- The Fundamentals of Writing a Financial Plan
- Subject
- Corporate, Mergers & Acquisitions, Antitrust
- ISBN
- 9781949506365
- Publication Year
- 2019
- Type
- Textbook
- Format
- Trade Paperback
- Language
- English
- Subject Area
- Law
- Publication Name
- Fundamentals of Writing a Financial Plan, First Edition (Revised)
- Features
- Revised
- Publisher
- National Underwriter Company
- Number of Pages
- 832 Pages
About this product
Product Information
The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family. The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more - but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case--the Hubble family. This book features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning strategies that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel(TM) package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material.
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
1949506363
ISBN-13
9781949506365
eBay Product ID (ePID)
10050411333
Product Key Features
Publication Name
Fundamentals of Writing a Financial Plan, First Edition (Revised)
Format
Trade Paperback
Language
English
Features
Revised
Subject
Corporate, Mergers & Acquisitions, Antitrust
Publication Year
2019
Type
Textbook
Subject Area
Law
Number of Pages
832 Pages
Additional Product Features
Intended Audience
Scholarly & Professional
Edition Description
Revised Edition
Item description from the seller
Seller assumes all responsibility for this listing.
eBay item number:305563719739
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Lagrangeville, New York, United States
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