Guide to Personal Financial Planning

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Table of contents

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Details and specs

The Guide to Personal Financial Planning sets the standard for the activities and practices of Canadas personal financial planning professionals. Originally developed by a team of senior financial planners with expertise in a wide variety of areas, the Guide is now updated on a quarterly basis by Alexandra Macqueen, CFP a leading specialist in financial education and technical writing and David Field, CFP. In one complete and comprehensive publication, the Guide provides:

  • Up-to-date technical information on all subject areas of financial planning: financial management, risk management, tax planning, education planning, retirement planning, estate planning and asset management
  • Quarterly summary of new developments in financial planning
  • The Best Practices System step-by-step assistance in developing a financial plan and documenting the process
  • Practice management strategies that help financial planners offer their services in an efficient and cost-effective manner

New and experienced planners alike will benefit from the technical detail and practical application of knowledge contained in the Guide to Personal Financial Planning.

Table of Contents Volume 1 Summary of Professional, Tax and Legislative Developments Key Facts and Figures Special Issues The PFP Process The Best Practices Approach Beginning the Engagement (Steps 1 and 2) Data Gathering (Steps 1 and 2) Identifying Financial Problems (Step 3) Cash Management and Budgeting (Step 3) Risk Management and Insurance Education Planning and Income Splitting (Step 3) Volume 2 Retirement and Financial Independence Planning (Step 3) Estate and Tax Planning (Step 3) Investment Planning and Asset Allocation (Step 3) Developing Final Recommendations (Step 4) PFP Reports (Step 4) Implementation and Review (Steps 5 and 6) Modular Planning and Special Planning Goals Volume 3 Regulatory, Ethical and Legal Issues Computer Resources for PFP Marketing PFP Services PFP Practice Administration Client Profiles Planning for the Closely Held Business Planning Strategies - Quick Reference Financial Tables Index Firm Policies.

Est Cost:$127 per supplement (3-5 per year). Supplements invoiced separately.


Practice Area:
Finance & banking


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