Practicing Financial Planning For Professionals

Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.

The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.

Discusses the impact of retirement - and how to successfully prepare for it. This work explores key concepts and strategies of investment planning including asset allocation. It covers risk management strategies of insurance planning, including life, disability and long-term care. It explores the key aspects associated with divorce and death.

Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.