Tools & Techniques of Financial Planning, 8th Edition
- 14h 35m
- Martin J. Satinsky, Michael S. Jackson, Robert J. Doyle, Jr, Stephan R. Leimberg
- The National Underwriter Company
- 2007
Reinforce the systematic approach needed to clearly define and build upon the principles of Financial Planning as outlined in the CFP Certification Examination Topics List. Discover information competing titles simply don’t touch. Finally understand how to distinguish favorable strategies while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve. Case Appendix includes seven full-length case studies for immediate application with critical analysis.
Easy-to-follow chapters consist of:
- Defining a Financial Planner in today’s marketplace
- Assessing common client attitudes & behaviors
- Evaluating ethics & practice standards
- Understanding special circumstance & financial needs
- Analyzing credit & debt management/Financing asset acquisition
Newly Revised 8th Edition delivers sweeping changes from:
Pension Protection Act of 2006
- IRAs and retirement plans
- Corporate-owned life insurance
- Long-term care riders
- Charitable distributions
TIPRA of 2006 changes to capital gains/qualified dividend rates and kiddie tax
Small Business and Work Opportunity Tax Act of 2007 changes to kiddie tax rules
Access general steps/tools in the financial planning process as well as in-depth reviews of the various strategies in today’s market with emphasis on cash flow management within personal financial planning. Devoted to an in-depth review of all major financial planning topics: Charitable Planning, Employee Benefit Planning, Estate Planning, Income Tax, Insurance, Investments, Retirement Planning, and Risk Management. Expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and funding strategies for education planning enrich the relevancy of this text and its timely application towards your clients’ objectives. Life Insurance, PACE, and CFP CE Filed.
In this Book
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What is Financial Planning?
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Who is a Financial Planner?
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Steps in the Financial Planning Process
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Tools in the Financial Planning Process
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Attitudes and Behavioral Characteristics of Clients
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Financial Services Industry Regulations
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Ethics and Disciplinary Rules
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Financial Planning Practice Standards
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Financial Goals – Current Lifestyle
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Education Funding
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Retirement Issues
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Special Circumstances
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Special Needs
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Estate Planning
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Budgeting and Cash Management
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Personal Financial Statements
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Credit and Debt Management
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Financing Asset Acquisitions
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Economic Concepts
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Time Value of Money and Quantitative Analysis
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Financial Institutions
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Business Entities
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Ownership of Property
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Business Law
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Monetary Settlement Planning
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Risk Management and Insurance
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Income Tax Planning
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Investment Planning
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Retirement Planning
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Charitable Planning
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Case Studies
