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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: 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:
Publisher:
ISBN:
Category :
Languages : en
Pages :
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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: 9781936362998
Category : Business & Economics
Languages : en
Pages : 878
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Author:
Publisher:
ISBN:
Category :
Languages : en
Pages :
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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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Author:
Publisher:
ISBN:
Category : Education
Languages : en
Pages : 300
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Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119095026
Category : Business & Economics
Languages : en
Pages : 946
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Book Description
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author:
Publisher:
ISBN:
Category : Dissertations, Academic
Languages : en
Pages : 492
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Author:
Publisher:
ISBN: 9781945424274
Category :
Languages : en
Pages :
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