On 2009-12-25 C. Fulco, Northeast wrote: I bought this book via Amazon because it was required for a CFP prep course I´m thinking of taking. It was to be the introductory text. While it is full of information, I found it not well written or laid out, and the authors seemed like they were using the book as a ´data dump´ for their pockets of information and expertise. My biggest complaint is the book lacked focus in the sense that it did not develop the most important information, and conversely, seemed to spend far too many pages on remote issues that are not likely going to be part of a generalist CFP. I am very surprised that the book is not more polished as it was the 8th edition (9th recently came out). Why this book was chosen by the faculty, I have no idea. In the past, I had other CPF-related courses and we used Personal Financial Planning by Hallman and Rosenbloom --- An excellent text and resource book. Much more readable. Since I did not really get anything out of the ´Tools and ...´ book, I ordered through Amazon and read the more recent version of the Hallman and Rosenbloom book. Glad I did. . And summed up by saying Required does not mean good. Currently Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) has an overall rating of 6 over 10.
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National Underwriter Company claimed In today´s constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.Ideal for:Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors andStudents, Law Offices, CPA firms, Insurance Agents, Para-professionals
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