{"product_id":"tools-and-techniques-of-financial-planning-13th-edition-book-stephan-leimberg-9781949506518","title":"The Tools and Techniques of Financial Planning, 13th Edition","description":"\u003cp\u003ePart of the popular Tools \u0026amp; Techniques Series and Leimberg Library, the 13th Edition of\u003ci\u003e \u003cb\u003eThe Tools \u0026amp; Techniques of Financial Planning\u003c\/b\u003e\u003c\/i\u003e covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices 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 the products being offered.\u003c\/p\u003e \u003cp\u003eIn addition to providing helpful charts, handy checklists, and insightful case studies, \u003cb\u003e\u003ci\u003eThe Tools \u0026amp; Techniques of Financial Planning\u003c\/i\u003e\u003c\/b\u003e features:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eClear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues\u003c\/li\u003e \u003cli\u003eIn-depth discussions of fundamental concepts like time value of money, business law, and economic principles\u003c\/li\u003e \u003cli\u003eEthical and practice standards for major professional organizations in the financial planning field\u003c\/li\u003e \u003cli\u003eHelpful examples show how concepts apply for real-world planning scenarios\u003c\/li\u003e \u003cli\u003eDetailed citations that provide jumping off points for more detailed research needs\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e \u003cb\u003eNew in the 13th Edition:\u003c\/b\u003e\u003c\/p\u003e \u003cul\u003e \u003cli\u003eUpdated tax and accounting information, including the 2017 Tax Cuts and Jobs Act\u003c\/li\u003e \u003cli\u003eExpanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board\u003c\/li\u003e \u003cli\u003eUpdated insurance and risk management content, including the new commercial flood program\u003c\/li\u003e \u003cli\u003eNewly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses\u003c\/li\u003e \u003cli\u003eNew chapter on state best interest requirements, including New York's Section 187\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e \u003cb\u003eTopics Covered:\u003c\/b\u003e\u003c\/p\u003e \u003cul\u003e \u003cli\u003ePrinciples and Processes of Financial Planning\u003c\/li\u003e \u003cli\u003eEducation and Retirement Planning\u003c\/li\u003e \u003cli\u003eTax and Investment Issues\u003c\/li\u003e \u003cli\u003eEstate Planning\u003c\/li\u003e \u003cli\u003eThe Planner-Client Relationship\u003c\/li\u003e \u003cli\u003ePractice Standards and Ethical Considerations\u003c\/li\u003e \u003cli\u003eEthical Rules for the CFP Board\u003c\/li\u003e \u003cli\u003eFinancial Planning Goals\u003c\/li\u003e \u003cli\u003ePlanning for Special Needs\u003c\/li\u003e \u003cli\u003eFinancial Planning Fundamentals\u003c\/li\u003e \u003cli\u003eCash and Budget Management\u003c\/li\u003e \u003cli\u003eCredit and Debt Management\u003c\/li\u003e \u003cli\u003eTime Value of Money and Quantitative Analysis\u003c\/li\u003e \u003cli\u003eLegal Issues\u003c\/li\u003e \u003cli\u003eWills and Trusts\u003c\/li\u003e \u003cli\u003eRelated Disciplines\u003c\/li\u003e \u003cli\u003eRisk Management and Insurance\u003c\/li\u003e \u003cli\u003eHealth, Disability, and Long-Term Care Insurance\u003c\/li\u003e \u003cli\u003eState Best Interest Requirements\u003c\/li\u003e \u003cli\u003eAnd More! See the \"Table of Contents\" section for a full list of topics\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.\u003c\/p\u003e","brand":"WoB","offers":[{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":50284428001553,"sku":"CIN1949506517VG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ GOOD \/ SBYB","offer_id":53154803450129,"sku":"CIN1949506517G","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/1949506517.jpg?v=1751315542","url":"https:\/\/www.worldofbooks.com\/en-gb\/products\/tools-and-techniques-of-financial-planning-13th-edition-book-stephan-leimberg-9781949506518","provider":"World of Books ","version":"1.0","type":"link"}