The Personal Financial Planner’s Manual ™ is used as the textbook for courses in Personal Financial Planning Programs, including Fundamentals of Financial Planning, Income Tax Planning, Risk Management & Insurance, Estate Planning & Family Law, and Retirement Planning.
The Manual is a complete reference service for Personal Financial Planners that will guide you through current and up-to-date concepts, income tax legislation, definitions and strategies required to address client’s needs with examples as to how they apply to client situations.
The Personal Financial Planner's Manual ™ is a trade mark of D. R. Gobeil & Associates Ltd.