The Personal Financial Planner's Manual ™
Textbook for College Personal Financial Planning Programs
The Personal Financial Planner’s Manual ™ is used as the textbook for courses in Personal Financial Planning Programs, including 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.
Jonathan Roung, CFP®, PFP
The Personal Financial Planner's Manual ™ is a trade mark of D. R. Gobeil & Associates Ltd.