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The Tools & Techniques of Financial Planning, 12th Edition

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Well-Organized Approach to Financial Planning Saves You Time
Providing tools, techniques, practice tips, case studies, and examples, the new 12th Edition of The Tools & Techniques of Financial Planning is the comprehensive but highly accessible resource supplying expert guidance on:
» The financial planning process
» Financial services industry regulations
» The planner-client relationship
» Financial planning goals
» Fundamentals, including budgeting and cash management; personal financial statements; credit and debit management; financing asset acquisitions; economic concepts; and much more
» Legal issues

This Edition has been fully updated to include new chapters on: wills and trusts; selecting the right fiduciaries; and the latest tax rates and planning strategies. And content throughout is more tightly connected to the CFP Board's Principal Topics and ethical requirements.

Whether you're a newcomer to this area or a seasoned financial planning professional, this is the one resource that leads you quickly to the financial planning answers you need.

The Tools & Techniques of Financial Planning, 12th Edition
Author: Stephan R. Leimberg
Executive Editors: Michael S. Jackson and Martin J. Satinsky
Price: $175.00
ISBN: 978-1-945424-42-7
Don't delay — order your copy today
Or call 1-800-543-0874 to start putting this valuable resource to work for you!
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