Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients ...
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Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning, 12th Edition, features: - Client-oriented materials that place the emphasis on the planner's relationship with the client - Technologies that can be used to assess--and work with--the client's individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a client's financial goals, such as healthcare reform, long-term care planning, and tax law changes - Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trusts--covering the basics of both types of instruments for financial planners, who are not lawyers, yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciaries--explaining the roles played by attorneys, trustees, accountants, and other professionals who help to make up the client's planning team - Newly updated tax information--providing the latest rates and planning strategies for long-term financial planning goals, including major purchases, education, and retirement funding - Content throughout that is more tightly connected to the CFP Boar's Principal Topics and ethical requirements for CFPs
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Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $100.74, good condition, Sold by GreatBookPricesUK5 rated 4.0 out of 5 stars, ships from Castle Donington, DERBYSHIRE, UNITED KINGDOM, published 2017 by National Underwriter Company.
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Good. Trade paperback (US). Glued binding. 638 p. May show signs of wear, highlighting, writing, and previous use. This item may be a former library book with typical markings. No guarantee on products that contain supplements Your satisfaction is 100% guaranteed. Twenty-five year bookseller with shipments to over fifty million happy customers.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $92.43, good condition, Sold by SurplusTextSeller rated 5.0 out of 5 stars, ships from Columbia, MO, UNITED STATES, published 2017 by National Underwriter Company.
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Good. Ships same day or next business day! UPS shipping available (Priority Mail for AK/HI/APO/PO Boxes). Used sticker and some writing and/or highlighting. Used books may not include working access code. Used books will not include dust jackets.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $146.21, good condition, Sold by TEXTSHUB rated 5.0 out of 5 stars, ships from Franklin Lakes, NJ, UNITED STATES, published 2017 by The National Underwriter Company.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $206.75, new condition, Sold by SurplusTextSeller rated 5.0 out of 5 stars, ships from Columbia, MO, UNITED STATES, published 2017 by National Underwriter Company.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $130.33, good condition, Sold by GreatBookPrices rated 4.0 out of 5 stars, ships from Columbia, MD, UNITED STATES, published 2017 by National Underwriter Company.
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Seller's Description:
Good. Trade paperback (US). Glued binding. 638 p. May show signs of wear, highlighting, writing, and previous use. This item may be a former library book with typical markings. No guarantee on products that contain supplements Your satisfaction is 100% guaranteed. Twenty-five year bookseller with shipments to over fifty million happy customers.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $130.34, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2017 by The National Underwriter Compa.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $146.36, good condition, Sold by Book Words rated 1.0 out of 5 stars, ships from Midland Park, NJ, UNITED STATES, published 2017 by The National Underwriter Company.
