Fundamentals of Financial Planning introduces the concepts of the financial planning process, client/planner interactions, time value of money applications, personal financial statements development and assessment, cash flow and debt management, and asset acquisition. Other topics include education planning, planning elements of risk management, investment planning, and retirement planning, special needs planning review, integrating planning recommendations, financial planning ethics review, and an overview of practice management concepts.

Attached is the one we will be using.

Sheff Richey