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Author: John E. Grable
Publisher: Summit Business Media
ISBN: 0872186695
Category : Finance, Personal
Languages : en
Pages : 47
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Book Description
Author: John E. Grable
Publisher: Summit Business Media
ISBN: 0872186695
Category : Finance, Personal
Languages : en
Pages : 47
Get Book
Book Description
Author: John E. Grable
Publisher:
ISBN: 9781954096554
Category :
Languages : en
Pages : 0
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Book Description
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition, meets the demand for comprehensive and realistic financial planning analytical practice problems. The fifth edition has been comprehensively updated to meet this demand, with several new cases added in chapter fourteen. With twenty up-to-date case studies, strategies to develop client-specific recommendations, and learning aids like access to a fully integrated Financial Planning Analysis Excel(tm) package, this is a must have for any aspiring financial planner. It provides the tools and foundation to learn by doing. This title features: A content review of the major subject areas typically taught in a college-level financial planning curriculum A comprehensive review of important financial planning mathematical formulas and procedures A step-by-step guide to the preparation of a comprehensive personal financial plan Financial planning strategies that can be applied to a variety of clients and client circumstances Instructions on how to do calculations essential to creating a financial plan. New in the Fifth Edition: New case studies, including a psychology of financial planning case study and a new case study on ethics and practice standards The latest tax figures and data, including a new section summarizing the time value of money calculations, including updated tax rates and standard deductions, pass-through deductions, qualified business income, and more Update on educational financing, including the latest figures for a gift tax exclusion and the latest on 529 plan contributions, the American Opportunity Credit, and the Lifetime Learning Credit The latest retirement plan figures, including retirement plan catch-up provisions and taxation of social security benefits Updated estate planning figures, including trust and estate ordinary income rates and capital gain tax rates A preview of possible changes to the Secure Act (Secure Act 2.0), including RMD and 401k plan proposals Analysis of the different types of business entities, including partnerships, LLCs, S-Corps, and C-Corps Discussion of risk and return, including inflation risk and market risk A new section on benchmarking, including the most widely used market indexes A new section personal automobile policies, including discussion of bodily injury and property damage liability Topics Covered: The Financial Planning Process Financial Planning Computations Cash Flow and Net Worth Planning Income Tax Planning Life Insurance Planning Health Insurance Planning Disability Insurance Planning Long-Term Care Insurance Planning Property and Casualty Insurance Planning Education Planning Retirement Planning Estate Planning And More! See the "Table of Contents" section for a full list of topics
Author: John E. Grable
Publisher:
ISBN: 9781945424021
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third 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.
Author: JOHN E. GRABLE
Publisher:
ISBN: 9781949506358
Category :
Languages : en
Pages : 0
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Book Description
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth 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. 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 fourth edition includes: 14 newly updated chapters that explore all levels of financial planning issues--from budgeting to estate planning. The latest tax and financial information. Updated content to comply with the latest CFP Board requirements. Newly enhanced learning tools including: key terms; visual reminders of key points throughout each chapter; and self-tests. Updated content on planning for special populations, including same-sex couples. Updated case problems throughout. Enhanced visuals to clarify complex content.
Author: Michael A. Dalton
Publisher:
ISBN: 9781936602445
Category : Finance, Personal
Languages : en
Pages : 422
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Book Description
Author: Paul Asquith
Publisher: John Wiley & Sons
ISBN: 1119207428
Category : Business & Economics
Languages : en
Pages : 772
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Book Description
A discussion-based learning approach to corporate finance fundamentals Lessons in Corporate Finance explains the fundamentals of the field in an intuitive way, using a unique Socratic question and answer approach. Written by award-winning professors at M.I.T. and Tufts, this book draws on years of research and teaching to deliver a truly interactive learning experience. Each case study is designed to facilitate class discussion, based on a series of increasingly detailed questions and answers that reinforce conceptual insights with numerical examples. Complete coverage of all areas of corporate finance includes capital structure and financing needs along with project and company valuation, with specific guidance on vital topics such as ratios and pro formas, dividends, debt maturity, asymmetric information, and more. Corporate finance is a complex field composed of a broad variety of sub-disciplines, each involving a specific skill set and nuanced body of knowledge. This text is designed to give you an intuitive understanding of the fundamentals to provide a solid foundation for more advanced study. Identify sources of funding and corporate capital structure Learn how managers increase the firm's value to shareholders Understand the tools and analysis methods used for allocation Explore the five methods of valuation with free cash flow to firm and equity Navigating the intricate operations of corporate finance requires a deep and instinctual understanding of the broad concepts and practical methods used every day. Interactive, discussion-based learning forces you to go beyond memorization and actually apply what you know, simultaneously developing your knowledge, skills, and instincts. Lessons in Corporate Finance provides a unique opportunity to go beyond traditional textbook study and gain skills that are useful in the field.
Author: Carl Richards
Publisher: Portfolio
ISBN: 1591847559
Category : Business & Economics
Languages : en
Pages : 226
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Book Description
Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
Author: Narat Charupat
Publisher: Cambridge University Press
ISBN: 0521764564
Category : Business & Economics
Languages : en
Pages : 383
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Book Description
This is a final-year college level textbook on personal finance, jointly written by business school and mathematics professors. It is aimed at a wide audience of people who are interested in wealth management from a more rigorous perspective. It may be used in both personal applications and professional classrooms.
Author:
Publisher:
ISBN:
Category :
Languages : en
Pages :
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Book Description
Author: John E. Grable
Publisher:
ISBN: 9781954096578
Category :
Languages : en
Pages : 0
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Book Description
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 title 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 approaches 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 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. New in the 2nd Edition: Updated materials that address CFP Board's new Client Psychology learning outcomes. Videos that can be used to illustrate client communication and counseling techniques. Revised and expanded test bank. Updated Excel package. Topics Covered: CFP Board's 7-step financial planning process. Step-by-step guide to formulating a financial plan and presenting it to a client. Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning. Comprehensive Hubble case. And More! See the "Table of Contents" section for a full list of topics
