Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) |  | Authors: Stephan R. Leimberg, Michael S. Jackson, Robert J., Jr. Doyle, Martin J. Satinsky
Publisher: National Underwriter Company
List Price: $98.99
Buy New: $58.25
as of 11/22/2009 18:38 CST details
You Save: $40.74 (41%)
New (8) Used (3) from $58.25
Seller: cherylmcgaughey2
Rating:  8 reviews
Sales Rank: 23392
Media: Paperback
Edition: 9
Pages: 504
Number Of Items: 1
Shipping Weight (lbs): 2.5
Dimensions (in): 10.6 x 8.4 x 1.1
ISBN: 0872189899
Dewey Decimal Number: 332
EAN: 9780872189898
ASIN: 0872189899
Publication Date: September 30, 2009
Availability: Usually ships in 1-2 business days
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Product Description
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.
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.
New 9th Edition offers coverage on:
The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.
Ideal for:
Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and
Students, Law Offices, CPA firms, Insurance Agents, Para-professionals
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| Customer Reviews:
Showing reviews 1-5 of 8
 received an old edition - very disappointed May 21, 2007
K. Doherty
4 out of 4 found this review helpful
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 May 9, 2007
J. Giminez (Columbus, OH USA)
4 out of 4 found this review helpful
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).
CFP Course 1 March 24, 2007
Peter B. Breslin (South Salem, NY United States)
6 out of 7 found this review helpful
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.
Typical Textbook February 21, 2007
dbl j (DC)
3 out of 3 found this review helpful
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.
Pretty good July 25, 2006
C. Hanford (Benicia, CA)
8 out of 9 found this review helpful
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.
Showing reviews 1-5 of 8
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