Autor: Michelle E. Kruger

The Fundamentals of Writing a Financial Planprovides a unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, I …

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 Stan …

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 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 behaviora …

Many of the day-to-day tasks performed by financial planners fall within the broader scope of counseling. Financial planners often face counseling like-incidents in their work. As a result, financial …