Fundamentals of Financial Planning

Fundamentals of Financial Planning - 7th Edition ISBN: 978-1-946711-39-7

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!


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 goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. 

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 services multiple 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



  • Fundamentals of Financial Planning, 7th Ed. eISBN: 978-1-946711-40-3
  • After purchasing from our store, eBooks are accessed through VitalSource Bookshelf for one year from the date of purchase.
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