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Guide to Personal Financial Planning
By: Lynn Biscott, CFP, R.F.P.
Availability: In Stock
The Guide to Personal Financial Planning sets the standard for the activities and practices of Canada’s personal financial planning professionals. Originally developed by a team of senior financial planners with expertise in a wide variety of areas, the Guide is now updated on a quarterly basis by Lynn Biscott, CFP, R.F.P., a leading specialist in financial education and technical writing. In one complete and comprehensive publication, the Guide provides:
  • Up-to-date technical information on all subject areas of financial planning: financial management, risk management, tax planning, education planning, retirement planning, estate planning and asset management
  • Quarterly summary of new developments in financial planning
  • The Best Practices System – step-by-step assistance in developing a financial plan and documenting the process
  • Practice management strategies that help financial planners offer their services in an efficient and cost-effective manner
New and experienced planners alike will benefit from the technical detail and practical application of knowledge contained in the Guide to Personal Financial Planning. Table of Contents • Volume 1 • Summary of Professional, Tax and Legislative Developments • Key Facts and Figures • Special Issues • The PFP Process – The Best Practices Approach • Beginning the Engagement (Steps 1 and 2) • Data Gathering (Steps 1 and 2) • Identifying Financial Problems (Step 3) • Cash Management and Budgeting (Step 3) • Risk Management and Insurance • Education Planning and Income Splitting (Step 3) • Volume 2 • Retirement and Financial Independence Planning (Step 3) • Estate and Tax Planning (Step 3) • Investment Planning and Asset Allocation (Step 3) • Developing Final Recommendations (Step 4) • PFP Reports (Step 4) • Implementation and Review (Steps 5 and 6) • Modular Planning and Special Planning Goals • Volume 3 • Regulatory, Ethical and Legal Issues • Computer Resources for PFP • Marketing PFP Services • PFP Practice Administration • Client Profiles • Planning for the Closely Held Business • Planning Strategies - Quick Reference • Financial Tables • Index • Firm Policies.
About the Author
Lynn Biscott, CFP, R.F.P., has been involved in the financial services industry as a human resources executive, fee-only financial planner, and independent consultant, for over 30 years. In 2013, Lynn was honoured with the Fellow of FPSC™ distinction in recognition of her contributions to the advancement of the financial planning profession. Throughout her career, she has been involved in the design and delivery of training programs, and in the development of written materials on financial planning issues. She has designed and conducted training for financial professionals for organizations such as Foran Financial Institute, the Canadian Initiative for Elder Planning Studies, CIBC, and CCH Canadian. As a technical writer, she has prepared case studies, examination material, and resource material for the Canadian Securities Institute, Advocis, and the Financial Planners Standards Council. Ms. Biscott holds an M.Ed. In Adult Education from the University of Toronto, as well as the Certified Financial Planner (CFP) and Registered Financial Planner (RFP) designations. She is a member of the Institute of Advanced Financial Planners (IAFP), the Canadian Association of Pre-retirement Planners (CAPP), and the Canadian Institute of Financial Planners (CIFPS).