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    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients. The authors, Ruth H. Lytton, PhD, John E. Grable, PhD, CFP®, and Derek D. Klock, MBA, have organized the text around four main objectives: » Basing the financial planning process on foundational concepts central to everyday professional practice: » The ethical, legal, and regulatory environment » Planner-client communication » Planner-client decision making » Offering an in-depth and multidisciplinary explanation of the systematic process of financial planning » Integrating the systematic process of financial planning with CFP Board of Standards, Inc., Standards of Professional Conduct » Providing the background and explanation of the components of a model financial plan, whether comprehensive or modular, to document and guide the process for both advisor and client In addition, The Process of Financial Planning, Second Edition, includes: » Increased focus on CFP Board’s Practice Standards, Code of Ethics, and Rules of Conduct » Increased focus on the regulatory environment, including a historical review of key legislation that shapes the delivery of financial planning services » Additional coverage of the “how’s” and “why’s” of writing and communicating a plan to clients » Revised Sample Financial Plan section—Education Planning— based on the series of vignettes that bring to life the planning process as told by Tom and Nyla and their planner, Jane » Real-world examples and discussions, including fillable forms for use with other cases » Expanded teaching and learning aids to help students focus on and retain key information » And much more!

    Detalhes do Produto

      • Ano de Edição: 2012
      • Ano:  2012
      • País de Produção: Canada
      • Código de Barras:  2001121248324
      • ISBN:  9781938130632

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