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THE CASE APPROACH TO FINANCIAL PLANNING

BRIDGING THE GAP BETWEEN THEORY AND PRACTICE


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    Sinopse

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second 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. » The Financial Facilitator, an integrated Excel financial planning spreadsheet package, “facilitates” analysis and frees the student to creatively model and develop planning strategies and recommendations. » 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 Second Edition includes: » Revised and expanded content, including PPACA health care and “Planning for Special Populations” featured in every chapter » New and expanded cases » New and revised student aids in every chapter » New “fillable” forms for use with cases

    Detalhes do Produto

      • Edição:  2
      • Ano de Edição: 2012
      • Ano:  2012
      • País de Produção: Canada
      • Código de Barras:  2001121101155
      • ISBN:  9781938130625

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