cases in financial planning analysis and presentation 4th edition

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Cases in Financial Planning: Analysis and Presentation - 4 th Edition ISBN: 978-1-946711-68-7

Did you know that a personal financial statement is really a story? Better financial planners know that preparing and analyzing personal financial statements is not all about numbers. Inside Cases in Financial Planning: Analysis and Presentation are the real stories of how to create a sound client relationship in order to implement a sound financial plan. You’ll meet The Burkes, a 100% complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to challenging. Also inside are mini-cases that illustrate how to analyze all of the sections of a financial plan. Woven throughout are tips and strategies for building a productive client relationship, including seven ways to to analyze a client situation. Real data, real cases; and appendices that are off the charts invaluable.

Cases in Financial Planning, Analysis & Presentation includes a variety of powerful learning tools and features: Complimentary financial planning software to assist with student analysis and presentations, Instructor materials include suggested solutions with supporting schedules, PowerPoint ® presentations for the introductory chapters, a grading rubric and software support. This professional case study perspective services multiple applications: Client analysis and presentation of in-depth financial planning solutions as part of a comprehensive curriculum in financial planning or financial management. A powerful and highly practical reference for practicing financial planner professionals Cases in Financial Planning, Analysis & Presentation is designed to meet the educational requirements for a Financial Plan Development course in any CFP Board-registered program. 

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• Cases in Financial Planning , 4th Ed. eISBN: 978-1-946711-69-4
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• Table of Contents
• Chapter 0: General Resources
• Chapter 1001: Part 1: Case Analysis & Presentation
• Chapter 1002: Part 2: Mini Cases: Examples & Exercises
• Chapter 1003: Part 3: Comprehensive Burke Case
• Chapter 1004: Part 4: Comprehensive Cases

For information regarding an earlier edition of this text, please e-mail your request to [email protected]

• Author Spotlight

Michael A. Dalton James F. Dalton Katheleen F. Oakley

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Cases in Financial Planning, 4th Edition - Ebook

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Cases in Financial Planning: Analysis & Presentation

• Edition: 4th
• ISBN: 9781946711687
• Author: Dalton
• Publisher: Money Education
• Formats: PAPERBACK, BryteWave Format
• Copyright Year: 2020

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Capstone Course – Developing Financial Plans Online Course

The Capstone course prepares students of financial planning to effectively and appropriately develop, communicate, and monitor financial plans. Students will recall, integrate and apply knowledge and skills from the eight core domains of financial planning to create a financial plan appropriate for a specific client (including recommendations, implementation strategy, and monitoring plan); effectively communicate the recommendations; and meet professional standards and act in accordance with professional ethics.

This course requires students to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case. During the course, students are expected to:

• Review the key points of financial planning
• Complete a series of case analysis and development activities to practice the integration and application of essentials of financial planning
• Write an original targeted financial plan
• Simulate presentation of a specific section of the plan to a client
• Evaluate and make changes to the plan as necessary

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Cases in Financial Planning: Analysis and Presentation – 4th Edition Authors: Michael A. Dalton, James F. Dalton, Katheleen F. Oakley ISBN13: 978-1-946711-68-7 Published by: Money Education FSU 15% discount available when purchased through the publisher, Money Education. **To obtain the discount code, contact the Program Director, Anthony McDonald, using the contact form on the registration page.**

The Fundamentals of Writing a Financial Plan – 2nd Edition Authors: John Grable, Michelle Kruger, Megan Ford ISBN: 978-1-954096-57-8 Published by: The National Underwriter Company Available at many online retailers including the publisher, The National Underwriter Company

Financial Calculator: The following models are among those that comply with the CFP® Board calculator policy:

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Prerequisites

In order to be eligible to take the Capstone course, students must meet the following criteria:

• Have successfully completed the six courses that satisfy the CFP® Board topic requirements Or
• Be exempt from completing the coursework Or
• Take the CFP® Board Examination under “challenge status”

While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.

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Cases in Financial Planning 2nd Edition Paperback – January 1, 2014

Purchase options and add-ons.

• Language English
• Publisher Money Education
• Publication date January 1, 2014
• ISBN-10 1936602199
• ISBN-13 978-1936602193
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Product details

• Publisher ‏ : ‎ Money Education; 2nd edition (January 1, 2014)
• Language ‏ : ‎ English
• ISBN-10 ‏ : ‎ 1936602199
• ISBN-13 ‏ : ‎ 978-1936602193
• Item Weight ‏ : ‎ 2.03 pounds
• Best Sellers Rank: #3,622,541 in Books ( See Top 100 in Books )

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Product Key Features

• Format Paperback
• Language English
• Topic Education, Presentation, Money
• Narrative Type Nonfiction
• Publication Year 2017
• Item Weight 1.97 pounds

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