Advanced PowerPoint Presentation - Prepared by Rosilyn H. Overton, MS, CFP®, CRPS, LTCP, New Jersey City University.

Case Study Answer Key - Case Studies prepared by Angie Herbers, Financial Advisor Resource Inc.

Instructor Manual - Prepared by Ken Mullin, CIMAR, CIMCR, CFPR, Dominican College, Dept. of Mathematics.

Test Bank - Prepared by Raj Pillai, PH.D., CFP®, Instructor Cuyahoga Community College.

Reinforce the systematic approach your students need to clearly define and build upon the principles of Financial Planning as outlined in the CFP® Certification Examination Topics List. Students will access general steps/tools in the financial planning process as well as in-depth reviews of the various strategies in today's market. Case Appendix includes seven full-length case studies for immediate application with critical analysis.

Teach your students to craft the ultimate financial plans with:

• Emphasis on cash flow management within personal financial planning

• Entire chapters devoted to an in-depth review of all major financial planning

• Investments

• Estate planning

• Income tax

• Employee benefits planning

• Insurance

• Retirement planning

• Risk management

• Charitable planning

8th Edition consists of sweeping changes due to the Pension Protection Act of 2006 including: retirement plans and IRAs; corporate-owned life insurance; long-term care riders on annuities and life insurance contracts; charitable distributions. Students will also benefit from expanded discussions on special needs trusts; privacy and identity theft protections; reverse mortgages, and funding strategies for education planning.