The Tools & Techniques of Financial Planning

Tools & Techniques for Financial Planners was the first book I read in my financial planning course in preparation for taking the Certified Financial Planner's exam. As someone new to the field, I was excited to read this book. The tools and techniques books have been very helpful to me in getting a firm foundation of their respective financial planning topics. I have been using them to study for the CFP exam. I also will be keeping them in my office for future reference materials. They are well written, well organized, and easy to read. I have the entire set. In the future, I would likely buy the online subscription to the books in order to have the most up to date editions.

I received this book in the high hopes of having everything explained to me in clear English. For the most part, my expectations were met. The downside is that the reading is quite dense in most parts. In addition, being a Tax Professional, I found a few, minor errors in the Tax Planning section. Otherwise, the book has been a tremendous help in my studies to become a CFP(R).

Good book to form the foundation for the CFP training and exam. It's too expensive, however. My guess is that it is priced assuming most students get reimbursed by their employers. For those of us who have to pay for the book out of our own pockets, it is too expensive.

textbook was purchased new. It is a large softcover which I am not sure will hold up for the length of my studies and I have found that much of the tax information is of course out of date and there are a couple of references that are incorrect. Time for a reprint.

A lot of good info. Fills in the gaps in my knowledge of investing, finance, banking, estate planning, retirement options, etc. There are quite a few typos, however, and a lot of awkward sentence structure. Strange because it's nothing that MS Word wouldn't catch. It needs a pro writer re-write.