The Fundamentals of Writing a Financial Plan, First Edition (Revised)
Product Description
The Fundamentals of Writing a Financial Plan, First Edition (Revised)
- Newly updated materials that reflect current financial planning trends
- Updated information regarding recent tax changes, including the SECURE Act
- A thorough review of the new 7-step systematic financial planning process.
- A description of the regulatory environment in which every financial planner operates.
- An in-depth discussion of client communication and counseling techniques.
Technical Specifications
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