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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