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PFP Manual - Printed Version For Humber College

  • $29500

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 the components of financial planning as defined in the CFP® and the PFP® Professional Competency Profiles: financial planning practices, financial management, tax planning, investment planning, education planning, risk management, retirement planning and estate planning. 

The Manual will guide you through current and up-to-date concepts, definitions and strategies required to address client’s needs with examples as to how they apply to client situations that you would find on the examinations.

"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. Your preparation guide was particular helpful in focusing my study time."

Jonathan Roung, CFP®, PFP, Senior Financial Advisor | CIBC Imperial Service

Terms of Sale

If you purchase the Manual in printed format, we will ship the Manual by Canada Post to the mailing address that you give us. The total cost is $330.75 including shipping, handling and GST.

Trade Mark

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

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