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Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)

List Price: $92.60
Discount Price: $74.10
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Binding: Paperback

Customer Reviews:

Pretty good [Posted on 2006-07-25]
A lot of good info. Fills in the gaps in my knowledge of investing, finance, banking, estate planning, retirement options, etc. There are quite a few typos, however, and a lot of awkward sentence structure. Strange because it's nothing that MS Word wouldn't catch. It needs a pro writer re-write.


Typical Textbook [Posted on 2007-02-21]
textbook was purchased new. It is a large softcover which I am not sure will hold up for the length of my studies and I have found that much of the tax information is of course out of date and there are a couple of references that are incorrect. Time for a reprint.


CFP Course 1 [Posted on 2007-03-24]
Good book to form the foundation for the CFP training and exam. It's too expensive, however. My guess is that it is priced assuming most students get reimbursed by their employers. For those of us who have to pay for the book out of our own pockets, it is too expensive.


Full of information but dense [Posted on 2007-05-09]
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).


received an old edition - very disappointed [Posted on 2007-05-21]
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.


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