Description
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:
РClient-oriented materials that place the emphasis on the planner’s relationship with the client
РTechnologies that can be used to assess—and work with—the client’s individual financial goals and behavioral characteristics
РIn-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
РA 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
РA 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
РNewly updated tax information—providing the latest rates and planning strategies for long-term financial planning goals,
including major purchases, education, and retirement funding
РContent throughout that is more tightly connected to the CFP Boar’s Principal Topics and ethical requirements for CFPs
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