By John E. Grable Ph.D. CFP® RFC,MBA Klock Derek
The Case method of monetary making plans: Bridging the space among conception and perform, moment Edition, fosters sound making plans common sense and decision-making utilizing the systematic monetary making plans approach method. This textbook presents the instruments and origin for getting ready a financial statement and offers scholars with a real-world demonstration of ways a financial statement is developed.
The textual content features:
» A content material overview of the entire significant topic parts within the monetary making plans curriculum set within the context of the monetary making plans process.
» a number of case studies:
» The Bedo relations Case serves because the starting place for writing a accomplished financial statement. Questions and dialogue similar particularly to the Bedo case run in the course of the complete book.
» Chapter-based case examples illustrate how monetary making plans suggestions are constructed to assist consumers meet targets and objectives.
» End-of-chapter mini-cases and questions problem scholars to use bankruptcy content.
» Quantitative/analytical mini-cases characteristic multiple-choice questions and solutions, designed to boost a student’s skill to research, overview, and synthesize suggestions to create acceptable techniques matched to the clients.
» A separate ethics case checks wisdom of securities ideas and fiscal making plans perform standards.
» The monetary Facilitator, an built-in Excel monetary making plans spreadsheet package deal, “facilitates” research and frees the coed to creatively version and enhance making plans ideas and recommendations.
» Chapter-based studying aids for concentration and retention of key details: key phrases, studying goals associated with end-of-chapter studying results, and end-of-chapter Questions and source Lists.
And, new and multiplied assurance for the second one version includes:
» Revised and accelerated content material, together with PPACA health and wellbeing care and “Planning for targeted Populations” featured in each chapter
» New and accelerated cases
» New and revised pupil aids in each chapter
» New “fillable” varieties to be used with cases
Read or Download The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice (National Underwriter Academic) PDF
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The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice (National Underwriter Academic) by John E. Grable Ph.D. CFP® RFC,MBA Klock Derek
by Jason
4.1
