Trusted by Experts Worldwide
Our authoritative financial planning textbooks are the go-to reference for professors, professionals, and PhD programs worldwide. Each book combines key concepts, quizzes, and real-world examples to ensure deep understanding.
300+
Top universities and colleges trust our materials
Founded 2004
Built on a teaching legacy that began in 1983
20+ Editions
Our flagship Retirement text has been updated more than 20 times since 2004
Our Products
Each textbook is a complete learning system, combining our trusted content with a powerful digital platform to ensure student success.
Fundamentals of Financial Planning
8th Edition
$268.50
Book Format
Insurance Planning
8th Edition
$178.50
Book Format
Investment Planning
3rd Edition
$246.00
Book Format
Income Tax Planning
19th Edition
$298.50
Book Format
Retirement Planning
21st Edition
$306.00
Book Format
Estate Planning
13th Edition
$261.00
Book Format
Cases in Financial Planning
4th Edition
$208.50
Book Format
More Than Just a Book
Get access to the Practice Portal with your book. When you purchase any book, you receive a unique code that unlocks access to our interactive Practice Portal. This isn’t just an add-on. It’s a complete digital learning environment.
Interactive Practice
Exercises and quizzes to reinforce your knowledge.
Progress Tracking
Analytics to monitor your learning progress.
Extra Value
Full digital platform included with your book.
Clear and concise learning materials
Enhance learning efficiency, giving you more time to prepare for final exams.
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Most Widely Used Textbooks Amongst Financial Planning Programs
Expertise Behind Every Page
Our Authors Are Financial Industry Experts
Money Education was founded, is managed, and its textbook content created by active, financial industry experts and academics, many of whom have worked with the CFP Board in various capacities. This topical, real-world perspective forms the basis for the company’s text content, curriculum development, consulting services and financial research activity.
