The Tools & Techniques of Financial Planning, 13th Edition (Tools and Techniques of Financial Planning)
Sold Out
$222.80
Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of the products being offered.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:
Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues
In-depth discussions of fundamental concepts like time value of money, business law, and economic principles
Ethical and practice standards for major professional organizations in the financial planning field
Helpful examples show how concepts apply for real-world planning scenarios
Detailed citations that provide jumping off points for more detailed research needs
New in the 13th Edition:
Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act
Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board
Updated insurance and risk management content, including the new commercial flood program
Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses
New chapter on state best interest requirements, including New York's Section 187
Topics Covered:
Principles and Processes of Financial Planning
Education and Retirement Planning
Tax and Investment Issues
Estate Planning
The Planner-Client Relationship
Practice Standards and Ethical Considerations
Ethical Rules for the CFP Board
Financial Planning Goals
Planning for Special Needs
Financial Planning Fundamentals
Cash and Budget Management
Credit and Debt Management
Time Value of Money and Quantitative Analysis
Legal Issues
Wills and Trusts
Related Disciplines
Risk Management and Insurance
Health, Disability, and Long-Term Care Insurance
State Best Interest Requirements
And More! See the “Table of Contents” section for a full list of topics
As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:
Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues
In-depth discussions of fundamental concepts like time value of money, business law, and economic principles
Ethical and practice standards for major professional organizations in the financial planning field
Helpful examples show how concepts apply for real-world planning scenarios
Detailed citations that provide jumping off points for more detailed research needs
New in the 13th Edition:
Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act
Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board
Updated insurance and risk management content, including the new commercial flood program
Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses
New chapter on state best interest requirements, including New York's Section 187
Topics Covered:
Principles and Processes of Financial Planning
Education and Retirement Planning
Tax and Investment Issues
Estate Planning
The Planner-Client Relationship
Practice Standards and Ethical Considerations
Ethical Rules for the CFP Board
Financial Planning Goals
Planning for Special Needs
Financial Planning Fundamentals
Cash and Budget Management
Credit and Debt Management
Time Value of Money and Quantitative Analysis
Legal Issues
Wills and Trusts
Related Disciplines
Risk Management and Insurance
Health, Disability, and Long-Term Care Insurance
State Best Interest Requirements
And More! See the “Table of Contents” section for a full list of topics
As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.