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Due to the Holiday, online orders placed after 2:00PM EST on Friday, September 4th, 2015, will be processed on Tuesday, September 8th, 2015. 

National Underwriter
Academic Series

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  1. The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    The Comprehensive Financial Planning Bundle: The Process and The Case Approach

    $225.00

    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.

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  2. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition

    Starting at: $130.00

    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.

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  3. The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    The Process of Financial Planning: Developing a Financial Plan, 2nd Edition

    Starting at: $95.00

    The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

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  4. Principles of Estate Planning, 2nd Edition

    Principles of Estate Planning, 2nd Edition

    Starting at: $135.00

    Principles of Estate Planning, 2nd Edition covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.

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