| Providing tools, techniques, practice tips, case studies, and examples, the new 12th Edition of The Tools & Techniques of Financial Planning is the comprehensive but highly accessible resource supplying expert guidance on: |
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The financial planning process |
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Financial services industry regulations |
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The planner-client relationship |
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Financial planning goals |
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Fundamentals, including budgeting and cash management; personal financial statements; credit and debit management; financing asset acquisitions; economic concepts; and much more |
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Legal issues |
This Edition has been fully updated to include new chapters on: wills and trusts; selecting the right fiduciaries; and the latest tax rates and planning strategies. And content throughout is more tightly connected to the CFP Board's Principal Topics and ethical requirements.
Whether you're a newcomer to this area or a seasoned financial planning professional, this is the one resource that leads you quickly to the financial planning answers you need.
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