Case Approach to Financial Planning

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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and fo…

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    Om Case Approach to Financial Planning

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed. The text features: A content review of all of the major subject areas in the financial planning curriculum set in the context of the financial planning process. A variety of case studies: The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book. Chapter-based case examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives. End-of-chapter mini-cases and questions challenge students to apply chapter content. Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student's ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients. A separate ethics case tests knowledge of securities rules and financial planning practice standards. The Financial Facilitator, an integrated Excel financial planning spreadsheet package, ';facilitates' analysis and frees the student to creatively model and develop planning strategies and recommendations. Chapter-based learning aids for focus and retention of key information: Key Terms, Learning Objectives linked to end-of-chapter Learning Outcomes, and end-of- chapter Questions and Resource Lists. And, new and expanded coverage for the Second Edition includes: Revised and expanded content, including PPACA health care and ';Planning for Special Populations' featured in every chapter New and expanded cases New and revised student aids in every chapter New ';fillable' forms for use with cases

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    Detaljer

    Format
    E-Bok
    Kopisperre
    Teknisk DRM
    Filformat
    ePUB
    Utgivelsesår
    2012
    Forlag
    The National Underwriter Compa
    Språk
    Engelsk
    ISBN
    9781938130625
    Sider
    861

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