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A Practicum in Financial Planning

By Erika L. Klosterman

Abstract

A Practicum in Financial Planning explains the six stage process of creating a comprehensive financial plan, and in doing so provides an example of a financial plan for the Jackson family to clarify the process. The six stage process consists of: establishing and defining the client-planner relationship, gathering client data, analyzing and evaluating the client’s current financial status, developing and presenting recommendations and/or alternatives, implementing the recommendations, and monitoring the recommendations. The importance of a financial plan for all individuals is also discussed

Topics: financial, plans, CFP, planning, finance, capstone
Publisher: TopSCHOLAR®
Year: 2013
OAI identifier: oai:digitalcommons.wku.edu:stu_hon_theses-1438
Provided by: TopSCHOLAR

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