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Tools & Techniques Series –
Not your average textbooks
From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals
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The Tools & Techniques Series has a format that’s easy-to-use and quick to navigate and information that’s insightful and right on target because it’s not whether you know all of the answers to your client’s questions that will make you a good practitioner. It’s whether or not you know where to find them. 

 

Click on the text cover for more information on each book, access to study aids such as PowerPoint presentations and outlines, and to purchase.
Click the "Apply Coupon" button upon checkout to receive your discount.
Financial Planning
Financial Specialist Workbook
The Process of Financial Planning: Developing a Financial Plan
Personal Financial Planning Bundle
   

Together these cover 100% of the CFP® Certification Examination Topics List
Employee Benefit & Retirement Planning
Income Tax Planning
Life Insurance Planning
Risk Management for Financial Planners
   

Click here to place orders for the combo bundle

Risk Management & Insurance
Charitable Planning
A Case Approach to Financial Planning

Investment Planning

Retirement Income Planning
Divorce Planning
Estate Planning

Practice Management

Garrett's Guide to Financial Planning
Risk Management & Insurance Paraplanner Workbook
The Comprehensive Planning Financial Planning Bundle
Life Settlement Planning
 
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Note: Academic support materials are not approved for use in filing state Continuing Education courses. Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours please click on the CE Course and E Learning link above.© Copyright 2006 The National Underwriter Company. All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.