| Reinforce the systematic approach needed to clearly define and build upon the principles of Financial Planning as outlined in the CFP® Certification Examination Topics List. Discover information competing titles simply don’t touch. Finally understand how to distinguish favorable strategies while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve. Case Appendix includes seven full-length case studies for immediate application with critical analysis.
Easy-to-follow chapters consist of:
Defining a Financial Planner in today’s marketplace
Assessing common client attitudes & behaviors
Evaluating ethics & practice standards
Understanding special circumstance & financial needs
Analyzing credit & debt management/Financing asset acquisition
Newly Revised 8th Edition delivers sweeping changes from:
Pension Protection Act of 2006
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IRAs and retirement plans
Corporate-owned life insurance
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Long-term care riders
Charitable distributions
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TIPRA of 2006 changes to capital gains/qualified dividend rates and kiddie tax
Small Business and Work Opportunity Tax Act of 2007 changes to kiddie tax rules
Access general steps/tools in the financial planning process as well as in-depth reviews of the various strategies in today’s market with emphasis on cash flow management within personal financial planning. Devoted to an in-depth review of all major financial planning topics: Charitable Planning, Employee Benefit Planning, Estate Planning, Income Tax, Insurance, Investments, Retirement Planning, and Risk Management. Expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and funding strategies for education planning enrich the relevancy of this text and its timely application towards your clients’ objectives. Life Insurance, PACE, and CFP® CE Filed.
Chapters to feature: the top 12
Steps in the Financial Planning Process
Education Funding
Special Needs
Budgeting and Cash Management
Retirement Issues
Attitudes and Behavioral Characteristics of Clients
Personal Financial Statements
Financial Goals – Current Lifestyle
Credit and Debt Management
Financing Asset Acquisitions
Monetary Settlement Planning
Special Circumstances
Delivers value at any knowledge level—introductory, overview & review!
Testimonials
“ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”
— Stephan R. Leimberg, Lead Author of Tools & Techniques
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