National Underwriter Academic Series

Principles of Estate Planning is written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. 

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.