Cases in Financial Planning, 4th Edition - Textbook

Description:

This material presents the real stories of how to create a sound client relationship in order to implement a sound financial plan. Included is a 100% complete financial planning case with analysis and answers, 10 comprehensive cases that range from easy to challenging, mini-cases that illustrate how to analyze all of the sections of a financial plan, tips and strategies, and more.

Textbook included:

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

Description
This material presents the real stories of how to create a sound client relationship in order to implement a sound financial plan. Included is a 100% complete financial planning case with analysis and answers, 10 comprehensive cases that range from easy to challenging, mini-cases that illustrate how to analyze all of the sections of a financial plan, tips and strategies, and more.

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