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A Commitment and Passion for Excellence

At Money Education, we have always believed that success comes from providing excellent products and services combined with an above and beyond attitude towards customer service. Serving our customers is our top priority.

Money Education develops quality products and services that promote the education of financial planning to financial planning professionals, academics, and consumers.

Academic Education

Money Education develops quality textbooks in specific topical areas with a focus on financial planning education for those pursuing a career in financial planning. Our current textbooks include Estate Planning for Financial Planners, and Retirement Planning & Employee Benefits for Financial Planners, and Income Tax Planning for Financial Planners.

Our textbooks are designed to be easy to read, user friendly, and encourage the learning of the material through Key Concepts, Quick Quizzes, Examples, Exhibits, and End of Chapter Questions. We have experts available to assist instructors with both curriculum design and teaching the material.

Professional Education

Although many companies have the vision to expand into financial services, they do not have the knowledge or skills to be successful in making the transition to achieve their vision. Our professional consultants can analyze your company's strategies and help develop an appropriate plan for your organization to transition toward financial planning services or comprehensive financial planning.

Know Your Numbers!

(Selected Tax, Retirement, and Estate Numbers)