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PPC's Guide to Personal Financial Planning

PPC's Guide to Personal Financial Planning

Product Information

  • Frequency of Updates:

    Updated annually
  • Brand:
    Practitioners Publishing

Format

Price

Quantity

Book
3 Volumes
Product Code:
PFPP
$375.00
Online
Product Code:
PFPQ
$375.00

PPC's Guide To Personal Financial Planning is a comprehensive resource that takes you - or even an inexperienced staff accountant - through the entire PFP engagement from marketing and pre-engagement planning to design, implementation and monitoring.

This Guide empowers you to provide premium-fee planning services to your existing client base and attract new clients who want the peace of mind that comes with a financial plan covering cash flow, insurance, education, retirement, investments and estate planning while mapping out a path to a comfortable and secure retirement.

This Guide contains over 250 time-saving practice aids (forms, checklists, client letters, worksheets, and client handouts) providing the in-depth guidance that even the most experienced planner needs to complete a complex financial planning engagement.

The PPC PFP system empowers you to provide premium solutions on topics ranging from cash flow, insurance, and education planning, to investment, retirement, and estate planning. The system design is guided by flexibility and is effective for planners that provide fee-only, commission-only, or fee plus commission services.

Some of the many topics discussed in the Guide include:

  • Guidance to help you implement or expand PFP services and increase your business.
  • Comprehensive financial planning including retirement, investment, estate, tax, cash flow, insurance, and education planning.
  • Marketing resources and tools to help grow your business.
  • PPC's 10-Step Process of Personal Financial Planning.

 

  • Personal Financial Planning
    • INTRODUCTORY MATERIAL
    • Chapter 1 The PFP Process— A Systems Approach
    • Chapter 2 Beginning the Engagement (Steps 1 and 2)
    • Chapter 3 Data Gathering (Step 3)
    • Chapter 4 Analysis and Preliminary Recommendations (Steps 4-6)
    • Chapter 5 Cash Management and Budgeting
    • Chapter 6 Risk Management and Insurance
    • Chapter 7 Education Planning
    • Chapter 8 Retirement and Financial Independence Planning
    • Chapter 9 Estate Planning
    • Chapter 10 Investment Planning and Asset Allocation
    • Chapter 11 Integrating Tax and PFP
    • Chapter 12 Developing Final Recommendations (Step 7)
    • Chapter 13 PFP Reports (Step 8)
    • Chapter 14 Implementation and Monitoring (Steps 9 and 10)
    • Chapter 15 Regulatory, Ethical, and Legal Issues
    • Chapter 16 PFP Technology Resources
    • Chapter 17 Marketing PFP Services
    • Chapter 18 PFP Practice Administration
    • Chapter 19 Piecemeal Planning and Client Profiles
    • Chapter 20 Planning for the Closely Held Business
    • INDEX
      • --5--
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --J--
      • --K--
      • --L--
      • --M--
      • --N--
      • --O--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--
      • --Y--
  • List of Substantive Changes and Additions View

DESCRIPTION

PPC's Guide To Personal Financial Planning is a comprehensive resource that takes you - or even an inexperienced staff accountant - through the entire PFP engagement from marketing and pre-engagement planning to design, implementation and monitoring.

This Guide empowers you to provide premium-fee planning services to your existing client base and attract new clients who want the peace of mind that comes with a financial plan covering cash flow, insurance, education, retirement, investments and estate planning while mapping out a path to a comfortable and secure retirement.

This Guide contains over 250 time-saving practice aids (forms, checklists, client letters, worksheets, and client handouts) providing the in-depth guidance that even the most experienced planner needs to complete a complex financial planning engagement.

The PPC PFP system empowers you to provide premium solutions on topics ranging from cash flow, insurance, and education planning, to investment, retirement, and estate planning. The system design is guided by flexibility and is effective for planners that provide fee-only, commission-only, or fee plus commission services.

Some of the many topics discussed in the Guide include:

  • Guidance to help you implement or expand PFP services and increase your business.
  • Comprehensive financial planning including retirement, investment, estate, tax, cash flow, insurance, and education planning.
  • Marketing resources and tools to help grow your business.
  • PPC's 10-Step Process of Personal Financial Planning.

 

TABLE OF CONTENT

  • Personal Financial Planning
    • INTRODUCTORY MATERIAL
    • Chapter 1 The PFP Process— A Systems Approach
    • Chapter 2 Beginning the Engagement (Steps 1 and 2)
    • Chapter 3 Data Gathering (Step 3)
    • Chapter 4 Analysis and Preliminary Recommendations (Steps 4-6)
    • Chapter 5 Cash Management and Budgeting
    • Chapter 6 Risk Management and Insurance
    • Chapter 7 Education Planning
    • Chapter 8 Retirement and Financial Independence Planning
    • Chapter 9 Estate Planning
    • Chapter 10 Investment Planning and Asset Allocation
    • Chapter 11 Integrating Tax and PFP
    • Chapter 12 Developing Final Recommendations (Step 7)
    • Chapter 13 PFP Reports (Step 8)
    • Chapter 14 Implementation and Monitoring (Steps 9 and 10)
    • Chapter 15 Regulatory, Ethical, and Legal Issues
    • Chapter 16 PFP Technology Resources
    • Chapter 17 Marketing PFP Services
    • Chapter 18 PFP Practice Administration
    • Chapter 19 Piecemeal Planning and Client Profiles
    • Chapter 20 Planning for the Closely Held Business
    • INDEX
      • --5--
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --J--
      • --K--
      • --L--
      • --M--
      • --N--
      • --O--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--
      • --Y--

RELATED RESOURCES

  • List of Substantive Changes and Additions View