The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition

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The Case Approach to Financial Planning Bridging the Gap between Theory and Practice Third Edition fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation f

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The Case Approach to Financial Planning Bridging the Gap between Theory and Practice Third 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. – Quantitativeanalytical mini-cases feature multiple-choice questions and answers designed to develop a students 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. 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 third edition includes 14 newly updated chapters that explore all levels of financial planning issuesfrom budgeting to estate planning. The latest tax and financial information. Updated content to comply with the latest CFP Board requirements. Newly enhanced learning tools including key terms visual reminders of key points throughout each chapter and self-tests. Updated content on planning for special populations including same-sex couples. Updated case problems throughout. Enhanced visuals to clarify complex content.