The Case Approach To Financial Planning by John E. Grable, Derek D. Klock, Ruth H. Lyttton
The Case Approach To Financial Planning by John E. Grable, Derek D. Klock, Ruth H. Lyttton PDF, ePub eBook D0wnl0ad
This unique companion to The Process of Financial Planning explains and fosters sound planning and decision- making strategies, using the case study approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works.A top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals.
- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies
- Short, quantitative and analytical problems, and several mini-cases
- Analyze a running case throughout the entire text
The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.
Each Chapter Includes:
Learning Objectives
Chapter Overview
Definitions
Flow Charts
Tables
Exhibits
Planning Tips
Calculations
Additional Resources
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