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, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family and demonstrates how to analyze and create a plan for key financial planning scenarios.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 casethe Hubble family.This book 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 strategies 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 revised 1st Edition:Newly updated materials that reflect current financial planning trends Updated information regarding recent tax changes, including the SECURE Act Topics Covered:Writing a Financial Plan Laws, Regulations, and Ethics: Standards Guiding the Financial Planning Process Fundamentals of Communication and Counseling in Financial Planning Cash Flow and Net Worth Planning Tax Planning Life Insurance Planning Health Insurance Planning Disability Insurance Planning And more! See the ‘;Table of Contents’ section for a full list of topics A note for instructors:This book serves as a capstone book for students in financial planning programs by allowing instructors to combine all of the relevant financial planning sub-disciplines (budgeting, tax, estate, and insurance planning) into a single plan-writing exercise.
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