The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition

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.