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The Personal Financial Planner's Manual™ - Humber College

We are pleased that Humber College has chosen to use our Personal Financial Planner’s Manual as the textbook for courses in the Financial Planning Postgraduate Program: Fundamentals of Financial Planning, Income Tax Planning, Risk Management & Insurance, Estate Planning & Family Law, and Retirement Planning.

The Manual includes 67 chapters addressing financial planning as defined in the CFP® and the PFP® Professional Competency Profiles. The Manual will guide you through current and up-to-date concepts, definitions and strategies required to address client’s needs.

You can check out the Chapter on Registered Education Savings Plans.

"I relied entirely on the Personal Financial Planner's Manual as my study material during preparation for the CFP® Exam. I found the material very detailed, technically sound and insightful." Jonathan Roung, CFP®, PFP, Senior Financial Advisor | CIBC Imperial Service

Trade Mark

The Personal Financial Planner's Manual™ is a trade mark of D. R. Gobeil & Associates Ltd.


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