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The Case Approach to Financial Planning
Summit Business Media, Jan 2008, Pages: 624
Boost the effectiveness of your practice with enhanced planning and decision-making skills that are imparted through the case-study approach.
Learn how to:
- Obtain and extract pertinent information
- Analyze results
- Make appropriate changes
- Present a plan that will carry out the clients' goals
Get an overview of the financial planning process, financial computations, cash-flow planning, useful calculations and analysis tools, sample forms, questionnaires and worksheets. Includes a supplemental CD-ROM that offers additional valuable worksheets, including the Financial Facilitator Spreadsheet.
The purpose of A Case Approach to Financial Planning is to help fill the need for quality case studies for those working towards degrees in Personal Financial Planning at colleges and universities. This book has been designed to meet the case course requirements for the Capstone Financial Planning Course as described in the Certified Financial Planner Board of Standards, Inc. model curriculum guidelines. Several objectives were used to guide the development of A Case Approach to Financial Planning.
These objectives include providing:
- A basic review of the steps necessary to complete a current situation analysis in the core areas of financial planning.
- Summarized reviews of commonly used financial planning strategies.
- Illustrations of how certain strategies can be used to meet specific client needs.
- A comprehensive financial case that can be used as the foundation for writing a comprehensive financial plan.
- Several targeted multiple-choice question and answer financial planning cases that test specific financial planning knowledge.
- A number of targeted financial planning cases that assess specific topic areas.
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