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 Manualwill guide you through current and up-to-date concepts, definitions and strategies required to address client’s needs.
"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
The Personal Financial Planner's Manual™ is a trade mark of D. R. Gobeil & Associates Ltd.