The Tools & Techniques of Financial Planning, 13th Edition (Tools and Techniques of Financial Planning)

Price: $97.30
(as of Mar 20, 2025 06:08:40 UTC – Details)

Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices 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 the products being offered.

In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:

Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issuesIn-depth discussions of fundamental concepts like time value of money, business law, and economic principlesEthical and practice standards for major professional organizations in the financial planning fieldHelpful examples show how concepts apply for real-world planning scenariosDetailed citations that provide jumping off points for more detailed research needs

 New in the 13th Edition:

Updated tax and accounting information, including the 2017 Tax Cuts and Jobs ActExpanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP BoardUpdated insurance and risk management content, including the new commercial flood programNewly revised health insurance and health cost management topics cover the current marketplace for individuals and small businessesNew chapter on state best interest requirements, including New York’s Section 187

 Topics Covered:

Principles and Processes of Financial PlanningEducation and Retirement PlanningTax and Investment IssuesEstate PlanningThe Planner-Client RelationshipPractice Standards and Ethical ConsiderationsEthical Rules for the CFP BoardFinancial Planning GoalsPlanning for Special NeedsFinancial Planning FundamentalsCash and Budget ManagementCredit and Debt ManagementTime Value of Money and Quantitative AnalysisLegal IssuesWills and TrustsRelated DisciplinesRisk Management and InsuranceHealth, Disability, and Long-Term Care InsuranceState Best Interest RequirementsAnd More! See the “Table of Contents” section for a full list of topics

 As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.

ASIN ‏ : ‎ B08CZ7ZDBY
Publisher ‏ : ‎ The National Underwriter Company; 13th edition (August 30, 2019)
Publication date ‏ : ‎ August 30, 2019
Language ‏ : ‎ English
File size ‏ : ‎ 33.1 MB
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Enabled
Print length ‏ : ‎ 1586 pages