Price: $204.49
(as of Dec 04, 2025 03:08:17 UTC – Details)

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. This is an essential text that puts fundamental academics into a real -life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

Publisher ‏ : ‎ Money Education
Publication date ‏ : ‎ January 1, 2021
Edition ‏ : ‎ 7th
Language ‏ : ‎ English
ISBN-10 ‏ : ‎ 194671139X
ISBN-13 ‏ : ‎ 978-1946711397
Item Weight ‏ : ‎ 4.05 pounds
Dimensions ‏ : ‎ 10.12 x 8.03 x 1.85 inches
Best Sellers Rank: #1,057,216 in Books (See Top 100 in Books) #6,875 in Business Processes & Infrastructure
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