FUNDAMENTALS OF FINANCIAL PLANNING

ISBN-13: 9781936602414

ISBN-10: 1936602415

Author: Michael A. Dalton, James F. Dalton, Joseph M. Gillice, Thomas P. Langdon

Edition: 5th

Publication date:
2015
Publisher:
Money Education
Format:
Paperback 846 pages
Category:
Accounting, Business, Economics, Macroeconomics, Finance
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Summary

Acknowledged author Michael A. Dalton wrote FUNDAMENTALS OF FINANCIAL PLANNING comprising 846 pages back in 2015. Textbook and etextbook are published under ISBN 1936602415 and 9781936602414. Since then FUNDAMENTALS OF FINANCIAL PLANNING textbook received total rating of 3.5 stars and was available to sell back to BooksRun online for the top buyback price of $54.02 or rent at the marketplace.


Description

Where fundamental financial science and theory merge with real life. Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money. This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment. This professional tax and financial planning perspective services multiple applications: In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management As a reliable and comprehensive reference for practicing financial professionals Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program