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The Tools & Techniques of Financial Planning, 13th Edition (Tools and Techniques of Financial Planning)

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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.