On 2010-03-26 Debra Gallant, Washington DC metro areas wrote: 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.. And summed up by saying Great foundation for learning financial planning. 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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