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  • The Fundamentals of Writing a Financial Plan, 2nd Edition

    The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more-but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case-the Hubble family.This title features:A ... Read more

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  • The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition, meets the demand for comprehensive and realistic financial planning analytical practice problems. The fifth edition has been comprehensively updated to meet this demand, with several new cases added in chapter fourteen.With twenty up-to-date case studies, strategies to develop client-specific ... Read more

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  • Ethics and Compliance in Financial Services

    Case Studies and Practical Examples from North America

    Series series Economics and Finance (R0)
    This textbook comprehensively compiles and describes core financial services-related ethics, compliance, and relevant regulatory standards of practice. It rests on a foundation of theory related to rulemaking, standards enforcement, and ethics with each chapter focusing on the behavioral and psychological factors associated with creating and managing ethical client-focused ethical practices. It ... Read more

    $89.09 USD

  • The Case Approach to Financial Planning: Bridging The Gap Between Theory and Practice, Sixth Edition

    This edition equips aspiring financial planners with the essential tools and knowledge to excel in practice, emphasizing an experiential learning process through practical application. By engaging with the real-world scenarios presented in the book, students gain valuable hands-on experience in financial planning, allowing them to refine their skills while navigating complex financial situations. ... Read more

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  • Financial Planning Counseling Skills

    Many of the day-to-day tasks performed by financial planners fall within the broader scope of counseling. Financial planners often face counseling like-incidents in their work. As a result, financial planners need a working knowledge of client and financial planner attitudes, values, and biases. Financial Planning Counseling Skills specifically describes how a financial planner can blend ... Read more

    $61.19 USD

  • Communication Essentials for Financial Planners

    Strategies and Techniques

    Exploring the Human Element of Financial PlanningCommunication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" ... Read more

    $31.00 USD

  • Financial Planning and Counseling Scales

    Series series Behavioral Science and Psychology (R0)
    The personal, household, and consumer finance field is growing quite rapidly, especially as universities and policy makers see the need for additional research and clinical application in this dynamic area of study. Currently, the profession is advancing towards the stage where professional practice becomes increasingly evidenced-based. Financial Planning and Counseling Scales provides educators, ... Read more

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    Interventions with High Conflict Separations and Divorces

    This book is a “how to” manual for working with families in separation and divorce using an active, directive therapeutic process called Family Restructuring Therapy. This philosophy and effective process works well for the “normal” divorced family who need to learn new practices and patterns, and for the “high-conflict” family whose behavior patterns have become so maladaptive that the children’s ... Read more

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  • A Handbook for High Reliability Schools

    The Next Step in School Reform

    Usher in the new era of school reform. The authors help you transform your schools into organizations that take proactive steps to prevent failure and ensure student success. Using a research-based five-level hierarchy along with leading and lagging indicators, you’ll learn to assess, monitor, and confirm the effectiveness of your schools. Each chapter includes what actions should be taken at each ... Read more

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  • Starting a Successful Practice in Clinical Psychology and Counseling

    A Guide for Students in Psychology and New Career Psychologists

    Clinical psychology is a quickly growing profession, yet it is a challenging one: the preparation is arduous, the training is highly selective, and the results – an established and financially successful practice – are not easy to achieve. This book explains how to prepare for and surmount all of the hurdles presented to those who hope to eventually develop a lucrative and rewarding practice in ... Read more

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  • Collaborative Action Research for Professional Learning Communities

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    Constant, high-quality collaborative inquiry sustains PLCs. Become disciplined and deliberative with data as you design and implement program improvements to enhance student learning. This book delves into the five habits of inquiry that contribute to professional learning. Get to know them and the action research process they represent. Detailed steps show you how to accomplish collaborative ... Read more

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  • Managing Employee Turnover

    Dispelling Myths and Fostering Evidence-Based Retention Strategies

    Employee turnover can be expensive, disruptive, and damaging to organizational success. Despite the importance of successfully managing turnover, many retention management efforts are based on misleading or incomplete data, generic best practices that don’t translate, or managerial gut instinct at odds with research evidence. This book culminates volumes of academic research on employee turnover ... Read more

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