The Case Approach to Financial Planning

Bridging the Gap between Theory and Practice

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second 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 text features: » A content review of all of the major subject areas in the financial planning curriculum set in the context of the financial planning process.» A variety of case studies:» The Bedo Family Case serves as the foundation for writing a comprehensive financial plan. Questions and discussion related specifically to the Bedo case run through the entire book.» Chapter-based case examples illustrate how financial planning recommendations are developed to help clients meet goals and objectives.» End-of-chapter mini-cases and questions challenge students to apply chapter content.» Quantitative/analytical mini-cases feature multiple-choice questions and answers, designed to develop a student’s ability to analyze, evaluate, and synthesize strategies to create appropriate recommendations matched to the clients.» A separate ethics case tests knowledge of securities rules and financial planning practice standards.» The Financial Facilitator, an integrated Excel financial planning spreadsheet package, “facilitates” analysis and frees the student to creatively model and develop planning strategies and recommendations.» Chapter-based learning aids for focus and retention of key information: Key Terms, Learning Objectives linked to end-of-chapter Learning Outcomes, and end-of-chapter Questions and Resource Lists. And, new and expanded coverage for the Second Edition includes: » Revised and expanded content, including PPACA health care and “Planning for Special Populations” featured in every chapter» New and expanded cases» New and revised student aids in every chapter» New “fillable” forms for use with cases