approach. Beginning with an overview of the financial planning process and covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world demonstration of how a financial planner works. A top-notch team of authors from leading CFP® programs present the planning process in a cohesive format that fills the void in most CFP® curricula. By incorporating case study analysis and reviews of the major CFP® topic areas, students learn how to utilize data, analyze results, and present a proposed plan that will achieve clients' goals. - Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to case studies- Short, quantitative and analytical problems, and several mini-cases- Analyze a running case throughout the entire textThe text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.Each Chapter Includes:Learning Objectives Chapter Overview Definitions Flow Charts Tables Exhibits Planning Tips Calculations Additional Resources

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