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The Comprehensive Financial Planning Bundle: The Process and The Case Approach

$235.00

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 i

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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.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.Together these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice resulting in an individual thoroughly prepared to make the transition into the financial planning arena.