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American Poems: Books: The Case Approach To Financial Planning
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The Case Approach To Financial Planning

  • List Price: $135.00
  • Buy New: $24.93
  • as of 12/28/2014 03:12 EST details
  • You Save: $110.07 (82%)
In Stock
New (11) Used (19) from $2.29
  • Seller:-Daily Deals-
  • Sales Rank:1,978,393
  • Languages:English (Unknown), English (Original Language), English (Published)
  • Media:Paperback
  • Number Of Items:1
  • Edition:1st
  • Pages:610
  • Shipping Weight (lbs):3.2
  • Dimensions (in):1.5 x 8.5 x 10.8
  • Publication Date:September 5, 2008
  • ISBN:0872186695
  • EAN:9780872186699
  • ASIN:0872186695
Availability:Usually ships in 1-2 business days

Features:
  • Used Book in Good Condition


Editorial Reviews:
Synopsis
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.

A 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.

- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies
- Short, quantitative and analytical problems, and several mini-cases
- Analyze a running case throughout the entire text


The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.

Each Chapter Includes:

Learning Objectives

Chapter Overview

Definitions

Flow Charts

Tables

Exhibits

Planning Tips

Calculations

Additional Resources

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