The Personal Financial Planner's Manual™ is a complete reference service for Personal Financial Planners that 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. The Software runs as a Windows application on a personal computer with a current supported version of Windows.

The Manual includes approximately 2,000 pages comprising 67 chapters addressing financial planning practices, financial management, 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.