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The Case Approach to Financial Planning: Bridging the Gap between Theory and Pr
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eBay item number:134680322511
Item specifics
- Condition
- EAN
- 9781949506358
- ISBN
- 9781949506358
- Publication Year
- 2020
- Type
- Textbook
- Format
- Trade Paperback
- Language
- English
- Subject Area
- Law
- Publication Name
- Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
- Features
- Revised
- Publisher
- National Underwriter Company
- Subject
- Corporate, Mergers & Acquisitions, Antitrust
- Number of Pages
- 606 Pages
About this product
Product Information
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth 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. Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student's 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 fourth edition includes: 14 newly updated chapters that explore all levels of financial planning issues--from 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.
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
1949506355
ISBN-13
9781949506358
eBay Product ID (ePID)
8038558108
Product Key Features
Publication Name
Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition
Format
Trade Paperback
Language
English
Features
Revised
Subject
Corporate, Mergers & Acquisitions, Antitrust
Publication Year
2020
Type
Textbook
Subject Area
Law
Number of Pages
606 Pages
Additional Product Features
Edition Number
4
Intended Audience
Scholarly & Professional
Edition Description
Revised Edition
Item description from the seller
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eBay item number:134680322511
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