Fundamentals of Financial Planning 6th Edition [Paperback] Michael A. Dalton and James F. Dalton

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 and risk management, education funding and investment management, and the critical influence of time on the value of money. 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.

Features
  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program
Details
Fast and Free Shipping
You're already purchasing the item. Why pay additional for shipping, especially slow shipping? We get your order shipped out within 1-business day and delivered to your doorstep as quickly as possible.
Competitive Pricing
With our dynamic pricing model, our prices are always competitive. Our prices are some of the lowest that you will find on the internet. Rest assured that you're getting a good deal when purchasing with us.
30-day Money Back Guarantee
We are committed to making sure that you leave this transaction satisfied. If you're unhappy with the product for any reason, you may return it back for your money-back or a replacement within 30 days. No questions asked!