Press Release

ALM ThinkAdvisor, in partnership with National Underwriter, releases a supplemental textbook on Financial Planning Counseling Skills

Financial Planning Counseling Skills is a teaching resource supporting professors in delving more deeply into challenging topics that arise in the financial planner-client relationship.

June 12, 2023 – ALM ThinkAdvisor’s announced today the release of Financial Planning Counseling Skills, a Companion to John Grables’ capstone title, The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), a textbook that provides experiential foundations and tools for practice in real-world scenarios.

Financial Planning Counseling Skills is designed to enable professors to add supplemental instruction on working with client behaviors and biases, such as money disorders and addiction, by taking a deeper dive into existing course topics without making formal curriculum changes.

The fundamental issue faced by nearly all financial planning academic programs is the lack of institutional flexibility in adding new classes or significantly altering existing classes. This book offers a solution to that challenge.

Financial Planning Counseling Skills will help instructors fill the learning gap in their financial planning programs as well as support student skills development for navigating challenges that financial planners report to the CFP Board as impactful to their practices.

With essay questions, matching questions, true-false questions, multiple choice questions and sample discussion and essay questions, the goal of Financial Planning Counseling Skills is to provide professors with a seamless way to incorporate teaching needed skills without making curricula changes. Chapters cover client and planner attitudes, values and biases; behavioral finance; sources of money conflict; principles of counseling; and general principles of effective communication.

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For over 120 years, National Underwriter, a division of ALM Global, LLC has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. Boasting nearly a century of expert experience, our reputable editors are dedicated to putting accurate and relevant information right at your fingertips. With Tax Facts, FC&S Expert Coverage Interpretation, Tools & Techniques, Field Guide, Insurance Coverage Law Center, Property & Casualty Coverage Guides and other resources available in print, eBook, or online, National Underwriter delivers thorough and easy-to-use resources.

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions. The website also showcases advisors adapting and succeeding in new ways, and it translates the impact of industry regulation, dealmaking and technology into easily digestible, shareable content — so advisors have more time to spend advising clients and running their businesses.

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