10% off your order!
Enter the promo code below at checkout.
" 10OFF "
Introductory Discount – Get $20 off this guide or $45 off The Psychology of Financial Planning Bundle today!*
Written for financial planning practitioners by practitioners, get the resources and tools to incorporate the psychology of financial planning into your practice.
Want the Practitioner Resource Guide?
Need both titles?
Buy the Bundle.
*Discounts automatically applied at checkout and expire 8/31/23.
Add real life context to your course by exploring impactful client behaviors such as money disorders, biases, and addictions to your existing curricula.
Get the latest updates in financial planning, taxation, insurance, and more - available in both print and online formats.
2024 Annuals will be available soon!
Be prepared for the questions your clients will be asking this tax season with the new 2023 Tax Facts editions.
Subscribe to Tax Facts Online for digital access to the books as well as continually updated information at your fingertips! Upgrade to Tax Facts Premium for useful business tools and Tax Facts archives.
National Underwriter, a division of ALM Media, LLC, has been the first in line with the targeted tax, property & casualty, employee benefits, estate planning and financial planning information you need to make critical business decisions and best advise clients. Boasting nearly a century of expert experience, our reputable editors are dedicated to putting accurate and relevant information right at professionals’ fingertips.
Your single, trusted, objective source for insurance policy analysis.
Learn MoreApply the trusted "Tools & Techniques" approach to financial, retirement, and estate planning.
Shop Library