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Financial Planning

Financial Planning

Financial Planning: Process and Environment


Craig Lemoine
Ajamu Loving

Provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts, financial planning applications, regulatory issues, and the legal and economic environment for financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

6th edition, ©2016

Price: $120

Item Code: HS300-6

ISBN10: 1-58293-248-4 

ISBN13: 978-1-58293-248-4

Foundations of Financial Planning: An Overview


C.W. Copeland  
Allen McLellan

Provides an overview of the major components that make up a comprehensive financial plan, including the six-step planning process, insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning. The course also covers Social Security and Medicare and their importance as the foundation of a client’s financial plan.

3rd edition, ©2017

Price: $65

Item Code: FP99-4

ISBN13: 978-1-58293-315-3