The Case Approach To Financial Planning

This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works. brbrA top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals. brbr- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheetsbr- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studiesbr- Short, quantitative and analytical problems, and several mini-casesbr- Analyze a running case throughout the entire textbrbrbrThe text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.brbrEach Chapter Includes:brbrLearning Objectives brbrChapter Overview brbrDefinitions brbrFlow Charts brbrTables brbrExhibits brbrPlanning Tips brbrCalculations brbrAdditional Resources