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Author : Michael A. Dalton
Publisher :
ISBN 13 : 9781936602445
Total Pages : 422 pages
Book Rating : 4.6/5 (24 download)
Download or read book Cases in Financial Planning written by Michael A. Dalton and published by . This book was released on 2017 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael A. Dalton
Publisher :
ISBN 13 : 9781936602087
Total Pages : 440 pages
Book Rating : 4.6/5 (2 download)
Download or read book Case Analysis and Presentation for Financial Planners written by Michael A. Dalton and published by . This book was released on 2013 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Dalton
Publisher :
ISBN 13 : 9781946711687
Total Pages : 0 pages
Book Rating : 4.7/5 (116 download)
Download or read book Cases in Financial Planning 4th Ed written by Dalton and published by . This book was released on 2019-12-19 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John E. Grable
Publisher : Summit Business Media
ISBN 13 : 0872186695
Total Pages : 47 pages
Book Rating : 4.8/5 (721 download)
Download or read book The Case Approach to Financial Planning written by John E. Grable and published by Summit Business Media. This book was released on 2008 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John E. Grable
Publisher :
ISBN 13 : 9781954096554
Total Pages : 0 pages
Book Rating : 4.0/5 (965 download)
Download or read book The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice, Fifth Edition written by John E. Grable and published by . This book was released on 2022-08-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition, meets the demand for comprehensive and realistic financial planning analytical practice problems. The fifth edition has been comprehensively updated to meet this demand, with several new cases added in chapter fourteen. With twenty up-to-date case studies, strategies to develop client-specific recommendations, and learning aids like access to a fully integrated Financial Planning Analysis Excel(tm) package, this is a must have for any aspiring financial planner. It provides the tools and foundation to learn by doing. This title features: A content review of the major subject areas typically taught in a college-level financial planning curriculum A comprehensive review of important financial planning mathematical formulas and procedures A step-by-step guide to the preparation of a comprehensive personal financial plan Financial planning strategies that can be applied to a variety of clients and client circumstances Instructions on how to do calculations essential to creating a financial plan. New in the Fifth Edition: New case studies, including a psychology of financial planning case study and a new case study on ethics and practice standards The latest tax figures and data, including a new section summarizing the time value of money calculations, including updated tax rates and standard deductions, pass-through deductions, qualified business income, and more Update on educational financing, including the latest figures for a gift tax exclusion and the latest on 529 plan contributions, the American Opportunity Credit, and the Lifetime Learning Credit The latest retirement plan figures, including retirement plan catch-up provisions and taxation of social security benefits Updated estate planning figures, including trust and estate ordinary income rates and capital gain tax rates A preview of possible changes to the Secure Act (Secure Act 2.0), including RMD and 401k plan proposals Analysis of the different types of business entities, including partnerships, LLCs, S-Corps, and C-Corps Discussion of risk and return, including inflation risk and market risk A new section on benchmarking, including the most widely used market indexes A new section personal automobile policies, including discussion of bodily injury and property damage liability Topics Covered: The Financial Planning Process Financial Planning Computations Cash Flow and Net Worth Planning Income Tax Planning Life Insurance Planning Health Insurance Planning Disability Insurance Planning Long-Term Care Insurance Planning Property and Casualty Insurance Planning Education Planning Retirement Planning Estate Planning And More! See the "Table of Contents" section for a full list of topics
Author : John E. Grable
Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)
Download or read book The Case Approach to Financial Planning written by John E. Grable and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1118620305
Total Pages : 962 pages
Book Rating : 4.1/5 (186 download)
Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2013-04-03 with total page 962 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner, preparing for the CFP® exam, or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. The book comes with access to nearly 400 practice questions online, as well as the option to upgrade to a 28-Credit Continuing Education test for CFP® professionals based in the United States. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
Download or read book Case Approach to Financial Planning written by and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094666
Total Pages : 948 pages
Book Rating : 4.1/5 (19 download)
Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-08-03 with total page 948 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : Gavin Powell
Publisher : CRC Press
ISBN 13 : 1000923967
Total Pages : 228 pages
Book Rating : 4.0/5 (9 download)
Download or read book Business Financial Planning with Microsoft Excel written by Gavin Powell and published by CRC Press. This book was released on 2023-06-09 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Business Finance Planning with Microsoft® Excel® shows how to visualize, plan, and put into motion an idea for creating a start-up company. Microsoft Excel is a tool that makes it easier to build a business financial planning process for a new business venture. With an easy-to follow structure, the book flows as a six-step process: Presenting a case study of a business start-up Creating goals and objectives Determining expenses from those goals and objectives, Estimating potential sales revenue based on what competitors charge their customers Predicting marketing costs Finalizing the financial analysis with a of financial statements. Written around an IT startup case study, the book presents a host of Excel worksheets describing the case study along with accompanying blank forms. Readers can use these forms in their own businesses, so they can build parts of their own business plans as they go. This is intended to be a practical guide that teaches and demonstrates by example, in the end presenting a usable financial model to build and tweak a financial plan with a set of customizable Excel worksheets. The book uses practical techniques to help with the planning processing. These include applying a SWOT (strengths, weaknesses, opportunities, and threats) matrix to evaluate a business idea and SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) objectives to link together goals. As the book concludes, readers will be able to develop their own income statement, balance sheet, and the cash-flow statement for a full analysis of their new business ideas. Worksheets are available to download from: https://oracletroubleshooter.com/business-finance-planning/app/
Author : David J. Mullen, Jr.
Publisher : AMACOM
ISBN 13 : 0814439217
Total Pages : 305 pages
Book Rating : 4.8/5 (144 download)
Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Author : Todd D. Bramson
Publisher : Aspatore Books
ISBN 13 : 9781596224827
Total Pages : 120 pages
Book Rating : 4.2/5 (248 download)
Download or read book Real Life Financial Planning With Case Studies written by Todd D. Bramson and published by Aspatore Books. This book was released on 2006-06-01 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: You will learn how to prioritize your financial goals, make decisions, and manage yourcomplex financial life. The result is a financial plan that decreases worry and stress,knowing that you are in control and are systematically building and protecting yourwealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 15,000 individual meetings that the authors have had with their clients - people just like you.You will learn how to: organize your financial affairs to meet your needs; prioritize decisions so that you know what to do when; maximize financial security with correct insurance and asset protection strategies; get control of your financial life; begin a path toward financial independence, and much, much more!Special bonus chapter on asset protection written by Attorney Robert Kaufer!About the Authors: Contributing authors Rich Hanzlik, Jesse Karich, Brian Lahr, and Brad Northprovide specific case studies in their areas of expertise.These examples help you understand the practical applications of all the concepts outlined in the book. These financial advisors are dedicated to the values of integrity, honesty and service to their clients. Todd D. Bramson maintains an individual financial planning practice as well as a national consulting practice. He devotes much of his time and energy to speaking, writing, and educating individuals about their financial decisions. He has been listed in the Top 150 Financial Advisors for Physicians by Medical Economics magazine and is an Editorial Consultant with that publication.Todd writes a quarterly e-newsletter called The Bramson Report.Visit www.toddbramson.com as ?Your Wisdom Resource.?
Author : Jack Alexander
Publisher : John Wiley & Sons
ISBN 13 : 1119491452
Total Pages : 640 pages
Book Rating : 4.1/5 (194 download)
Download or read book Financial Planning & Analysis and Performance Management written by Jack Alexander and published by John Wiley & Sons. This book was released on 2018-05-08 with total page 640 pages. Available in PDF, EPUB and Kindle. Book excerpt: Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.
Author : Carl Richards
Publisher : Portfolio
ISBN 13 : 1591847559
Total Pages : 226 pages
Book Rating : 4.5/5 (918 download)
Download or read book The One-Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
Author : Ross Levin
Publisher : John Wiley & Sons
ISBN 13 : 1118159780
Total Pages : 294 pages
Book Rating : 4.1/5 (181 download)
Download or read book Implementing the Wealth Management Index written by Ross Levin and published by John Wiley & Sons. This book was released on 2011-09-13 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
Author : David J. Mullen (Jr.)
Publisher : AMACOM Div American Mgmt Assn
ISBN 13 : 0814414729
Total Pages : 290 pages
Book Rating : 4.8/5 (144 download)
Download or read book The Million-dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
Author : Frank C. Bearden Ph.D.
Publisher : iUniverse
ISBN 13 : 1450233368
Total Pages : 200 pages
Book Rating : 4.4/5 (52 download)
Download or read book The Subtle Influence written by Frank C. Bearden Ph.D. and published by iUniverse. This book was released on 2010-09-07 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Subtle Influence: Conflicts of Interest in Financial Planning by Frank C. Bearden, Ph. D. is a book that will change your financial advising practice. It will ease your mind, lower your level of stress and better prepare you for whatever the regulators choose to impose on financial advisors. You will be a better, more confident advisor. This book should be read and absorbed by all advisors, RIAs, Registered Representatives, Broker/Dealers and all of those charged with providing unconflicted advice and professional judgment. It brings the sometimes elusive concept of fiduciary into something to which we all can strive. Ben G. Baldwin, CFP, ChFC, CLU, MSM, MSFS Noted Author, Speaker, Educator Through detailed case studies, you will determine how to evaluate and respond to conflicts of interest so that your integrity is never called into question. Discover practical solutions that you can implement right away. Conflicts of interest continue to wreck the careers of many professionals, and they also contributed to the recent financial crisis that devastated so many individuals and companies. Ensure that you survive and succeed with The Subtle Influence: Conflicts of Interest in Financial Planning. Conflicts of interest are a core component of discussions regarding client-planner relationships and fiduciary responsibility in the financial services industry. Dr. Bearden discusses such conflicts in a clear, straightforward manner, and his usage of client scenarios effectively adds color to ethical gray areas. Dr. Beardens book is required reading for those advisors who aspire to maintain long-lasting client relationships and who want to interact with clients in a transparent, ethical, and mutually productive manner. Dr. Jesse B. Arman, ChFC, Vice President, Academic Affairs College for Financial Planning
