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 ...
Read More
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
Read Less
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $52.91, good condition, Sold by HPB-Red rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2017 by The National Underwriter Company.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority!
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $56.00, fair condition, Sold by Goodwill of Colorado rated 5.0 out of 5 stars, ships from COLORADO SPRINGS, CO, UNITED STATES, published 2017 by National Underwriter Company.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Fair. This item is in overall acceptable condition. Covers and dust jackets are intact but may have heavy wear including creases, bends, edge wear, curled corners or minor tears as well as stickers or sticker-residue. Pages are intact but may have minor curls, bends or moderate to considerable highlighting/ writing. Binding is intact; however, spine may have heavy wear. Digital codes may not be included and have not been tested to be redeemable and/or active. A well-read copy overall. Please note that all items are donated goods and are in used condition. Orders shipped Monday through Friday! Your purchase helps put people to work and learn life skills to reach their full potential. Orders shipped Monday through Friday. Your purchase helps put people to work and learn life skills to reach their full potential. Thank you!
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $67.61, good condition, Sold by SurplusTextSeller rated 4.0 out of 5 stars, ships from Columbia, MO, UNITED STATES, published 2017 by National Underwriter Company.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
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 (Tools and to cart. $117.56, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Hialeah, FL, UNITED STATES, published 2017 by Natl Underwriter Co.
Add this copy of The Tools & Techniques of Financial Planning, 12th to cart. $125.10, 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.
