Students/Book Sellers

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 textbooks online.

Click the "Apply Coupon" button upon checkout to receive your discount.

Core Textbooks - click to order

Financial
Planning
9th ed
Life Insurance
Planning,
4th ed

Employee Benefit and Retirement Planning,
11th ed Risk Management
for Financial Planners,
2nd ed

Estate Planning, 14th ed

Tools & Techniques of Life Insurance Planning/Risk Management for Financial Planners Bundle

Income Tax Planning,
3rd ed The Process of
Financial Planning, 1st ed

Investment Planning, 2nd ed
The Case Approach
to Financial Planning,
1st ed

The Case Approach/ Process of
Financial Planning Bundle

Supplemental Suggested Textbooks

Retirement Income
Planning,
1st ed

Practice Management, 1st ed

Life Settlement
Planning,
1st ed
Risk Management
and Insurance, 1st ed

Divorce Planning,
1st ed
Garrett's Guide to
Financial Planning,
2nd ed

Charitable
Planning, 2nd ed

To place orders for 2010 Tax Facts: Social Security Source Book, 2010 All About Medicare, Financial Planning for the Older Client and Garrett’s Guide along with other publications click here.

Click Here for Additional Supplemental Resources

Financial Specialist Workbook Series

Introduction to Personal
Financial Planning,
1st ed

Personal Finance
Planning Bundle

Risk Management & Insurance Parplanner
Workbook,
1st ed

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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 under Resources in the menu bar.

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.

Core Textbooks - click to order
	Financial Planning 9th ed	Life Insurance Planning, 4th ed
	Employee Benefit and Retirement Planning, 11th ed	Risk Management for Financial Planners, 2nd ed
	Estate Planning, 14th ed	Tools & Techniques of Life Insurance Planning/Risk Management for Financial Planners Bundle
	Income Tax Planning, 3rd ed	The Process of Financial Planning, 1st ed
	Investment Planning, 2nd ed	The Case Approach to Financial Planning, 1st ed
		The Case Approach/ Process of Financial Planning Bundle

Supplemental Suggested Textbooks
	Retirement Income Planning, 1st ed	Practice Management, 1st ed
	Life Settlement Planning, 1st ed	Risk Management and Insurance, 1st ed
	Divorce Planning, 1st ed	Garrett's Guide to Financial Planning, 2nd ed
	Charitable Planning, 2nd ed