The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

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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 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 authors Ruth H. Lytton PhD John E. Grable PhD CFP and Derek D. Klock MBA have organized the text around four main objectives Basing the financial planning process on foundational concepts central to everyday professional practice The ethical legal and regulatory environment Planner-client communication Planner-client decision making Offering an in-depth and multidisciplinary explanation of the systematic process of financial planning Integrating the systematic process of financial planning with CFP Board of Standards Inc. Standards of Professional Conduct Providing the background and explanation of the components of a model financial plan whether comprehensive or modular to document and guide the process for both advisor and clientIn addition The Process of Financial Planning Second Edition includes Increased focus on CFP Boards Practice Standards Code of Ethics and Rules of Conduct Increased focus on the regulatory environment including a historical review of key legislation that shapes the delivery of financial planning services Additional coverage of the hows and whys of writing and communicating a plan to clients Revised Sample Financial Plan sectionEducation Planning based on the series of vignettes that bring to life the planning process as told by Tom and Nyla and their planner Jane Real-world examples and discussions including fillable forms for use with other cases Expanded teaching and learning aids to help students focus on and retain key information And much more