Fundamentals of Financial Planning - 7th Ed.

Fundamentals of Financial Planning - 7th Ed.

Stay informed with the most up-to-date information! New content in this latest and greatest edition:

  • All text, exhibits and examples updated with 2021 numbers.
  • Added section on client psychology (addressing CFP Board’s new Learning Objectives).
  • Added section on upcoming FAFSA changes under the FAFSA Simplification Act of 2020.
  • Updated monetary policy information.
  • Expanded section on SIPC coverage.
  • Added section on CFP® professional’s responsibilities.
  • Added new Procedural Rules and Sanction Guidelines.
  • Updated ABLE account information based on final regulations released in 2020.
  • Added clarification regarding CFP Board’s required disclosures versus From ADV disclosures and disclosures required under Reg. BI.

This is just to name a few! Many more significant updates are included in the 7th edition!


Where fundamental financial science and theory merge with real life.

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money.

This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

This professional tax and financial planning perspective servicesmultiple applications:

  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning Course in any CFP Board-registered program


  • After purchasing from our store, eBooks are accessed through VitalSource Bookshelf for one year from the date of purchase.
  • eBooks cannot be printed.
  • eBooks can be downloaded from your VitalSource Bookshelf account to up to two devices for unlimited access.
  • Access codes to obtain chapter resources are provided to you through your eBook in VitalSource Bookshelf. Upon accessing your digital book, copy the access code provided to register your book to your Money Education account.



ISBN: 978-1-946711-39-7