PFP Manual - Printed Version For Humber
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.
To see how the Manual is written, you can review this 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. Your preparation guide was particular helpful in focusing my study time.
In my financial planning practice, I have made reference to the Manual on numerous occasions. I keep it on my credenza within arm's reach. The manner in which the material is presented is very applicable to everyday situations and I apply the concepts outlined with ease."
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.
If you purchase the Manual in electronic format for a Windows computer, you download it from our website. The total cost is $333.35 including HST .
If you purchase the Manual by September 30, you can save $20 by entering the discount code, Humber$20, on checkout.
The Personal Financial Planner's Manual™ is a trade mark of D. R. Gobeil & Associates Ltd.
We Also Recommend