Cfp®: 55 books
by CFP Board
Language: English
Release Date: July 9, 2015
Language: English
Release Date: July 9, 2015
The official CFP guide for career excellence
CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand...
by Carloynn Tomin CFP©, Colleen Carcone JD, CFP©
Language: English
Release Date: July 30, 2012
Language: English
Release Date: July 30, 2012
Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn Tomin,...
Investing QuickStart Guide
The Simplified Beginner's Guide to Successfully Navigating the Stock Market, Growing Your Wealth & Creating a Secure Financial Future
Language: English
Release Date: September 10, 2018
The Ultimate Beginner's Guide to Investing in the Stock Market
The ONLY investing book that is written by a CFP® practitioner with 30+ years of investment experience helping others to invest wisely to achieve all of their financial goals in life.
If you are looking for the best investing primer...
by CFP Board
Language: English
Release Date: February 21, 2018
Language: English
Release Date: February 21, 2018
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.
This...
How to Keep, Make and Share Your Money While the World Spins Like Crazy
The three secrets to women’s financial security during life’s seven major transitions
Language: English
Release Date: July 16, 2015
In this quick-read eBook by Judy Poole, CFP, you will learn her three simple secrets to financial security and how these secrets can shield you during seven major life transitions ... the same life transitions that can crash your financial situation and security faster than you ever thought possible....
Wealthy By Choice
Choosing Your Way to a Wealthier Future
Language: English
Release Date: May 14, 2017
For over 30 years, as first a stockbroker and then a Certified Financial Planner® (often shown as CFP®), Ilene Davis has worked with clients with the underlying belief that Social Security, even combined with a pension, would not provide sufficient income for most of those clients to maintain their...
Stop Investing Like They Tell You
The Practical Guide to Overcoming the Potentially Ruinous Flaws in Your Investment Portfolio
Language: English
Release Date: July 3, 2018
Stop Investing Like They Tell You is a practical guide to overcoming the potentially ruinous flaws in an investment portfolio. Advisors, pundits, and academics all parrot the same traditional paradigm of a stock-and-bond-only investment strategy. But what if they’re wrong? After operating under...
by Stephan Leimberg, Jim Allen CFP©, CAP
Language: English
Release Date: July 6, 2012
Language: English
Release Date: July 6, 2012
Tools & Techniques of Charitable Planning consists of the latest coverage on continued IRS scrutiny of tax-exempt organizations, continuing congressional reforms directed toward tax-exempt organizations, mounting number of restrictions directed toward charity owned life insurance (CHOLI), and prohibitions...
by Phelim O'Malley, MBA, CFP
Language: English
Release Date: June 24, 2014
Language: English
Release Date: June 24, 2014
Estate Planning
The legislation covering Estate Planning and distribution falls under provincial jurisdiction, with the exception of the Federal Income Tax Act. There are a number of Provincial Acts that directly or indirectly influence how an effective Estate Plan can be designed. The impacts...
by Anne M. Schwab, MBA, CFP
Language: English
Release Date: November 30, 2015
Language: English
Release Date: November 30, 2015
Unlike most books on personal finance, this is not another self-help, one-size-fits-all, “fad advice of the day” or get-rich-quick book. Utilizing a “whole-istic” approach to personal finance, this book shares money concepts that have stood the test of time and will serve for lifetime, such...
by William Green, CFP, FMA
Language: English
Release Date: June 5, 2016
Language: English
Release Date: June 5, 2016
There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it’s a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing...
Corporate Executive Exit Strategies
Strategies for Success in Corporate America
Language: English
Release Date: August 1, 2016
In the book, you will find proven strategies to secure your financial future while surviving the cyclical environment of Corporate America. “It’s critical that Executives in Corporate America not only have an entry strategy, and performance strategy… but most importantly Executives need an exit...
by Kurt CFP® ChFC Cambier
Language: English
Release Date: September 16, 2014
Language: English
Release Date: September 16, 2014
Too often, matters of finance and planning leave the average investor shaking in his boots, either too paralyzed to move forward or too worried to make wise decisions. In this book, Kurt D. Cambier, CFP®, ChFC, is working to change all that. Cambier combines insights gleaned from 30 years of practice...
What If You Live?
The Truth About Retiring in the Early 21St Century 2Nd Edition
Language: English
Release Date: June 30, 2015
You cant predict the future, but the odds are that theres a good chance youll live for up to thirty years after retiring.
By looking at the investment world as one very large and dangerous oceancalm at times, violent at times, and always unpredictableyoull be better equipped to apply a Multiple...