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

    Starting at: $145.00

    The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition fosters sound planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process. This textbook provides the tools and foundation for aspiring financial planners to learn by doing, with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test.  

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  2. The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition

    Starting at: $188.00

    The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more!

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  3. 2019 Healthcare Reform Facts

    Starting at: $194.00

    The 2019 Healthcare Reform Facts is the comprehensive, go-to source for information regarding the impact of the Patient Protection and Affordable Care Act (PPACA). Uniquely organized in a convenient and easy-to-understand Question and Answer format, 2019 Healthcare Reform Facts helps you quickly and confidently find the answers you need to the most frequently asked questions on the PPACA.   

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  4. Principles of Estate Planning, 3rd Edition

    Starting at: $150.00

    Principles of Estate Planning, 3rd 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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  5. Group Benefits Disability Specialist Designation, 5th Edition
    $599.00

    Too many Americans overlook the importance of protecting their most valuable asset — the ability to earn an income. As such, the role of insurance agents and advisors who focus on Disability benefits is vital to the financial security of their clients. To distinguish yourself in the Group Benefits Disability arena, consider the value of earning the GBDS Group Benefits Disability Specialist designation.

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  6. Small Business Coverage Specialist (SBCS)
    $559.00

    The Small Business Coverage Specialist (SBCS) designation is intended for the active insurance professional who wants to proceed at his or her own pace but who needs to know that the work they’re doing is professionally relevant—and will pay off.

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  7. The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    Starting at: $188.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

    Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
           Author: Stephan R. Leimberg
           Executive Editors: John J. McFadden, and C. Frederick Reish

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  8. The Tools & Techniques of Life Insurance Planning, 7th Edition

    Starting at: $188.00

    Life insurance remains one of the cornerstones of financial planning. If you provide life insurance planning to clients, or are looking to expand your business in this key area, this book is a must-have.

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  9. The Advisor’s Guide to the DOL Fiduciary Rule
    $169.00

    In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.

    The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.

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  10. The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition

    Starting at: $188.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

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