John E. Grable & Michelle E Kruger 
Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised) [EPUB ebook] 

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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), fosters sound financial planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process.This textbook provides the tools and foundation for helping aspiring financial planners learn by doing. The material in this book provides students with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test.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 variety of 16 case studies, including an ethics review case Chapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendations End-of-chapter mini-cases with exercises that challenge students to apply chapter content Instructions on how to do calculations essential to creating a financial plan New in the revised 4th Edition:Newly updated materials that reflect current financial planning trends Updated information regarding recent tax changes, including the SECURE Act Topics Covered:Financial Planning Tax Planning Insurance Planning Estate Planning Assessing Client Risk Tolerance Client Communication Financial Planning Ethics And More! See the ’;Table of Contents’ section for a full list of topics

€197.32
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Język Angielski ● Format EPUB ● Strony 606 ● ISBN 9781949506396 ● Wydawca The National Underwriter Company ● Opublikowany 2020 ● Do pobrania 3 czasy ● Waluta EUR ● ID 8132024 ● Ochrona przed kopiowaniem Adobe DRM
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