Communication Essentials for Financial Planners

Download Communication Essentials for Financial Planners PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119350786
Total Pages : 244 pages
Book Rating : 4.1/5 (193 download)

DOWNLOAD NOW!


Book Synopsis Communication Essentials for Financial Planners by : John E. Grable

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Investor Behavior

Download Investor Behavior PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118492986
Total Pages : 645 pages
Book Rating : 4.1/5 (184 download)

DOWNLOAD NOW!


Book Synopsis Investor Behavior by : H. Kent Baker

Download or read book Investor Behavior written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2014-02-10 with total page 645 pages. Available in PDF, EPUB and Kindle. Book excerpt: WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.

The Financial Professional's Guide to Communication

Download The Financial Professional's Guide to Communication PDF Online Free

Author :
Publisher : Pearson Education
ISBN 13 : 0133017907
Total Pages : 209 pages
Book Rating : 4.1/5 (33 download)

DOWNLOAD NOW!


Book Synopsis The Financial Professional's Guide to Communication by : Robert L. Finder

Download or read book The Financial Professional's Guide to Communication written by Robert L. Finder and published by Pearson Education. This book was released on 2013 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: Today, financial clients are profoundly skeptical. They've been burned. Their consultants and advisors talk too much, use too much confusing technical jargon, work from too many boilerplate scripts, repeat too many generic caveats and useless disclaimers. Above all, clients say, their advisors don't listen well, and don't link their own needs and views to the recommendations they present. To succeed in today's radically new environment, financial advisors must first transform the way they communicate. In The Financial Professional's Guide to Communication, one of the world's leading experts on the financial client relationship shows them how to do precisely that. Drawing on his experience training elite financial professionals worldwide, Bob Finder shows how to actively listen, speak plainly with precision and passion, and engage clients with uncommon effectiveness. Finder demonstrates how to focus relentlessly on what matters most to each individual client, and then deliver intensely relevant recommendations with clarity and impact, in your own voice. You'll learn how to bring imagination, creativity, and even entertainment to your presentations and conversations, and use constructive criticism to keep improving with every new client meeting. Using these proven techniques, you can deliver truly extraordinary levels of professionalism and service, gain the powerful new competitive edge you're desperately searching for - and earn equally powerful rewards for yourself.

Client Psychology

Download Client Psychology PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119440904
Total Pages : 336 pages
Book Rating : 4.1/5 (194 download)

DOWNLOAD NOW!


Book Synopsis Client Psychology by : CFP Board

Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-02-19 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.

CFP Board Financial Planning Competency Handbook

Download CFP Board Financial Planning Competency Handbook PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 944 pages
Book Rating : 4.1/5 (19 download)

DOWNLOAD NOW!


Book Synopsis CFP Board Financial Planning Competency Handbook by : CFP Board

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 2015-07-09 with total page 944 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP 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. The only official CFP Board handbook on the market, 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. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.

Fundamentals of Financial Planning

Download Fundamentals of Financial Planning PDF Online Free

Author :
Publisher :
ISBN 13 : 9781936602032
Total Pages : 776 pages
Book Rating : 4.6/5 (2 download)

DOWNLOAD NOW!


Book Synopsis Fundamentals of Financial Planning by : Michael A. Dalton

Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Advisory Leadership

Download Advisory Leadership PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119136083
Total Pages : 176 pages
Book Rating : 4.1/5 (191 download)

DOWNLOAD NOW!


Book Synopsis Advisory Leadership by : Greg Friedman

Download or read book Advisory Leadership written by Greg Friedman and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you must take to keep pace and thrive amidst the industry's evolution, with clearly articulated explanations and motivational action items. The discussion covers patience, integrity, compassion, respect, consistency, encouragement, and courage—the foundations of success and continued growth—and shows you how to practice what you preach with real strategies for living the vision and being a true leader. The financial services industry is at a crossroads, between a generation on the cusp of retirement and the new generation stepping in to take its place. This transition has been called a crisis of culture, of values, and of communication, but it's really an opportunity. This book faces the changes head-on, and delivers practical solutions that start and end with your greatest resource—your people. Unlock the secrets to a people-first company Speak openly, walk the walk, and promote personal growth Reward firm-wide collaboration and a team mentality Reshape your company's DNA to thrive in today's financial environment The industry's overarching question is one of differentiation: how can your firm stand out amid the rise of robo-solutions and an unpredictable future? Advisory Leadership shows you how a people-focused company culture can elevate a firm from surviving to thriving.

Financial Planning & Analysis and Performance Management

Download Financial Planning & Analysis and Performance Management PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119491487
Total Pages : 647 pages
Book Rating : 4.1/5 (194 download)

DOWNLOAD NOW!


Book Synopsis Financial Planning & Analysis and Performance Management by : Jack Alexander

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 2018-06-13 with total page 647 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.

Financial DNA®

Download Financial DNA® PDF Online Free

Author :
Publisher : John Wiley & Sons
ISBN 13 : 0471788155
Total Pages : 273 pages
Book Rating : 4.4/5 (717 download)

DOWNLOAD NOW!


Book Synopsis Financial DNA® by : Hugh Massie

Download or read book Financial DNA® written by Hugh Massie and published by John Wiley & Sons. This book was released on 2006-02-02 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself! The financial planning community owes a great deal to Hugh for his contributions." --Elizabeth Jetton, CFP, Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association "A great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management." --Susan Bradley, CFP, founder of Women, Meaning, and Money and bestselling author of Sudden Money "Financial DNA? nailed both of us, generating new communication and exciting insights among our team members. It's helping us to grow both personally and professionally. It's more than a good read, it's a virtual experience!" --Robert A. Esperti and Renno L. Peterson, authors of numerous estate and wealth-planning books, Directors of two Institutes at Michigan State University, and founders of the National Charitable Initiative "The process Hugh has developed truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family." --V. Thane Stenner, FCSI, CIM, First Vice President, T. Stenner Group(TM) national bestselling author of True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors) "Very powerful behavioral insight that will give you the formula to transform the way you think about building the quality of your life, starting with understanding yourself in a new way." --Nick Kalikajaros, Head of Private Banking, St. George Bank, Sydney, Australia

Financial Counseling

Download Financial Counseling PDF Online Free

Author :
Publisher : Springer
ISBN 13 : 3319725866
Total Pages : 235 pages
Book Rating : 4.3/5 (197 download)

DOWNLOAD NOW!


Book Synopsis Financial Counseling by : Dorothy B. Durband

Download or read book Financial Counseling written by Dorothy B. Durband and published by Springer. This book was released on 2018-10-16 with total page 235 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability." -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices.

How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

Download How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients PDF Online Free

Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071798986
Total Pages : 272 pages
Book Rating : 4.0/5 (717 download)

DOWNLOAD NOW!


Book Synopsis How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by : Kathleen Burns Kingsbury

Download or read book How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2012-08-31 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

The Social Advisor

Download The Social Advisor PDF Online Free

Author :
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (135 download)

DOWNLOAD NOW!


Book Synopsis The Social Advisor by : Amy McIlwain

Download or read book The Social Advisor written by Amy McIlwain and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Financial Planning Essentials

Download Financial Planning Essentials PDF Online Free

Author :
Publisher :
ISBN 13 : 9780730385738
Total Pages : pages
Book Rating : 4.3/5 (857 download)

DOWNLOAD NOW!


Book Synopsis Financial Planning Essentials by : Warren McKeown

Download or read book Financial Planning Essentials written by Warren McKeown and published by . This book was released on 2020-09-25 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Offering all the essentials of financial planning, Financial Planning Essentials delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning Essentials will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers. This edition also features Wiley's Future Skills Guide, a unique tool which provides expert and practical advice on career preparedness making for more future-ready graduates.

The Art of Practicing and the Art of Communication in Financial Planning

Download The Art of Practicing and the Art of Communication in Financial Planning PDF Online Free

Author :
Publisher : SAGE Publications Pvt. Limited
ISBN 13 : 9789386446886
Total Pages : 0 pages
Book Rating : 4.4/5 (468 download)

DOWNLOAD NOW!


Book Synopsis The Art of Practicing and the Art of Communication in Financial Planning by : Harold Evensky

Download or read book The Art of Practicing and the Art of Communication in Financial Planning written by Harold Evensky and published by SAGE Publications Pvt. Limited. This book was released on 2017-10-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.

So You Want to Be a Financial Planner

Download So You Want to Be a Financial Planner PDF Online Free

Author :
Publisher :
ISBN 13 : 9780985259426
Total Pages : 280 pages
Book Rating : 4.2/5 (594 download)

DOWNLOAD NOW!


Book Synopsis So You Want to Be a Financial Planner by : Nancy Langdon Jones Cfp(r)

Download or read book So You Want to Be a Financial Planner written by Nancy Langdon Jones Cfp(r) and published by . This book was released on 2015-08-10 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.

The Case Approach to Financial Planning

Download The Case Approach to Financial Planning PDF Online Free

Author :
Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)

DOWNLOAD NOW!


Book Synopsis The Case Approach to Financial Planning by : John E. Grable

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.

The Fundamentals of Writing a Financial Plan, First Edition (Revised)

Download The Fundamentals of Writing a Financial Plan, First Edition (Revised) PDF Online Free

Author :
Publisher :
ISBN 13 : 9781949506365
Total Pages : 832 pages
Book Rating : 4.5/5 (63 download)

DOWNLOAD NOW!


Book Synopsis The Fundamentals of Writing a Financial Plan, First Edition (Revised) by : John E. Grable

Download or read book The Fundamentals of Writing a Financial Plan, First Edition (Revised) written by John E. Grable and published by . This book was released on 2019-01-16 with total page 832 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Fundamentals of Writing a Financial Plan, 1st Edition provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family. The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more - but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case--the Hubble family. This book features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning strategies that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel(tm) package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material.