The Process of Financial Planning: Developing a Financial Plan, 2nd Edition (National Underwriter Academic)

  • ID: 4472332
  • Book
  • Region: United States
  • 494 Pages
  • ALM Media, LLC
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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.
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Ruth H. Lytton
John E. Grable
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