The Tools & Techniques of Financial Planning, 10th Edition – By Stephan R. Leimberg, Martin J. Satinsky, Robert J. Doyle, Jr., and Michael S. Jackson

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The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

In addition to providing charts, checklists, and case studies, The Tools & Techniques of Financial Planning features:

One of the most comprehensive overviews of financial planning, from the introductory “What is Financial Planning?” to income tax, investment, retirement, charitable, and estate planning
The Tools & Techniques format, which makes the book easy to use and comprehensive
Input from the developer of the book, Stephan Leimberg, a well recognized authority in estate planning
Seven case studies to provide practical insight into handling specific real-world financial planning cases
A chapter on financial goals in the context of current lifestyle
Valuable information needed by all financial planners in understanding their role and providing added value to their clients

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The Tools & Techniques of Financial Planning has been fully updated to reflect state-of-the-art thinking in this critical subject area including:

Updated information on professional financial planning education and credentials, including information about state and federal registration and regulations related to assets under management and fiduciary duty
New and expanded material on financial services industry regulations and financial institutions resulting from the Dodd-Frank Wall Street Reform and Consumer Protection Act
New information related to the Certified Financial Planner Board of Standards, Inc. (CFP) disciplinary rules and procedures, as well as professional standards
Updated content on nontraditional couples
Current information about Long-Term Care costs and options, as well as Medicare
Significant new and updated material related to the impact of the Great Recession on financial and estate planning
Implications of the investment planning process and related fundamental concepts as well as a thorough discussion on an investment planning concept of paramount importance: the issue of active versus passive (indexed) investment management

ISBN: 9781936362844
Pages: 550
Format: Printed, soft-bound
Published: June 21, 2012
Publisher: The National Underwriter Company
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