"The Tools & Techniques of Investment Planning presents all of the essential topics necessary to master a broad range of investment concepts in a comprehensive, well-ordered presentation. Beginning students should find the chapter breakdowns very helpful in acquainting them with the important concepts of risk and portfolio management. Advanced students will especially like the detailed illustrations, especially in the Chapter 32 discussion of time value concepts. For candidates in any Certified Financial Planner™ Program, the adjunct website material offers a CFP® Certification Examination Topic List Correlation Table that will be especially welcome. The textbook’s chapter and subheading titles closely parallel the CFP® Board’s list, facilitating the search for particular information on a specific investment concept. From beginning student to CFA® Charterholder, this latest edition to the T&T series should be a welcome edition to home reference libraries.”

Ken Mullin, CIMA®, CFP®
KJC Capital Management