Looking for extra, helpful information about financial planning for your clients?
Look no further…. Our books have exactly what you need!
Not only are our textbooks used in financial planning courses throughout the country, they are also widely used as helpful resources for financial advisors.  Once you have our book(s), you will have complete and easy to read information right at your fingertips. Besides all the invaluable information in the book, we also have additional resources available. We will keep you up-to-date with new tax, legal and CFP® content. 
Interested in one (or all) of our books?
Great Decision!
Take a look at our store to see all of the products we have available. 
Still wanting more?  
We get it… you can never have enough information, right?!  
Check out our QuickSheets. These are great for a handy, professional reference.
These color-coded QuickSheets are full of all the performance-critical information you need to know and are extremely easy to read. 
Have questions?
We are happy to help. Feel free to contact us at