The Process of Financial Planning Developing a Financial Plan |
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Author:
| Lytton, Ruth H. Grable, John E. Klock, Derek D. |
ISBN: | 978-1-936362-98-1 |
Publication Date: | Sep 2012 |
Publisher: | National Underwriter Company
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Book Format: | Paperback |
List Price: | USD $107.00 |
Book Description:
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The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a...
More DescriptionThe Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.