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.