Cases in Financial Planning: Analysis And Presentation
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Cases in Financial Planning: Analysis And Presentation

by Michael A. Dalton

Business Finance professional development
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Cases in Financial Planning: Analysis And Presentation offers an educational look at financial planning through the combined lenses of analysis and presentation. It is suited to readers who want to develop a more structured approach to examining planning cases and communicating their conclusions clearly.

About This Book

Cases in Financial Planning: Analysis And Presentation focuses on the study of financial planning cases.

The book emphasizes analysis as a central part of working through planning situations.

It also highlights presentation, supporting the clear organization and communication of financial planning information.

This resource may be useful for readers seeking an educational introduction to case-based financial planning work.

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I will be using this book for: