This financial planning textbook was created as a supplement that can be used with any college level textbook on financial planning. This financial planning textbook is a condensed presentation of the required material for the course. Some of the topics covered in this book when you study financial planning include:
- The financial planning process
- Communication techniques for financial planners
- Risk tolerance of clients
- Basic economics
- Time value of money
Regulation of the financial planner
Depending on their background and knowledge of financial planning, students might read Keir Financial Planning as an introduction or as a review following their reading of the course text. Each assignment includes sufficient multiple choice questions to test the student’s comprehension of the topics. Answers and complete rationales are provided to offer the student an additional learning experience.
The summary is written in a very easy to understand style. Many find this condensed version easier to comprehend than the textbook when studying financial planning. Students who use it in conjunction with the text will be well prepared for class.
• Instructor Note – The Keir Financial Planning book is a great addition to the class readings. The multiple choice questions can be assigned as homework or used for a class activity. Completion of the questions ensures that students will have a fuller understanding of the subject.