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Editorial Review:
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.
Customer Reviews:
Avg. Customer Rating: 3.0 / 5.0
Great foundation for learning financial planning:
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.
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Required does not mean good:
I bought this book via Amazon because it was required for a CFP prep course I'm thinking of taking. It was to be the introductory text. While it is full of information, I found it not well written or laid out, and the authors seemed like they were using the book as a "data dump" for their pockets of information and expertise. My biggest complaint is the book lacked focus in the sense that it did not develop the most important information, and conversely, seemed to spend far too many pages on remote issues... more info received an old edition - very disappointed:
I'm very disappointed with my order with Amazon. Two co-workers and I all ordered from Amazon and we all got different editions of this textbook; none of them being the most recent. I am going to send mine back. Full of information but dense:
I received this book in the high hopes of having everything explained to me in clear English. For the most part, my expectations were met. The downside is that the reading is quite dense in most parts. In addition, being a Tax Professional, I found a few, minor errors in the Tax Planning section. Otherwise, the book has been a tremendous help in my studies to become a CFP(R). Similar Products:
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