The Personal Financial Planner's Manual

The Personal Financial Planner's Manual™ is a complete study guide for candidates for the Personal Financial Planning designations. It will guide you through current and up-to-date concepts, income tax legislation, 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. The Software runs as a Windows application on a personal computer with a current supported version of Windows.

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, income tax planning, investment planning, education planning, risk management, retirement planning and estate planning. 

The one-year license includes four quarterly updates to keep your information current. The purchase price is subject to the appropriate provincial HST or federal GST . 

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