Tools & Techniques of Financial Planning Tools and Techniques of Financial Planning

Customer Reviews

Recommended by BU

2006-07-04
This is a really great book for CFA. Its the text book officially recommended by Boston University. The style of writing is very precise and the contents are very well organized. The material is well presented. I would personally recommend this book as a reading for beginners of CFA courses.

A Useful Encylopedia

2003-10-04
I went to a financial professional who was going to charge me $2000 for advice. I saw this title on their office shelf, and I bought the book instead. I saved tons of money and I taught myself what they know. This is not a gimmick book, like how to get rich quick or make millions in real estate. It's more like a financial encylopedia. This book is great for the working person who needs to know how to plan, or just wants to speak the same language as the financial profesisonals. Thanks to this book, I didn't pay a big commission.

Don't waste your money.

2002-09-09
Lesson One in Financial Planning: Don't waste money. If you know absolutely nothing about investing and planning, then this book is for you.

Alternative title: "Financial Planning For High School Freshman"

Case-in-point, the reader must slog through 290 pages to get to chapter 16 titled, "Risk & Reward". And then, (drum roll, please!) we get this gem, "Sound investment management principals dictate that the investor should almost never invest in just one asset class to the exclusion of all others". WOW, that's worth every penny of my ($). THANKS!

Bottom line, if you're in the financial services business and you need this book...it's time to rethink that career choice.

received an old edition - very disappointed 2007-05-21
I'm very disappointed with my order with Amazon. Two co-workers and I all ordered from Amazon and we all got different editions of this textbook; none of them being the most recent. I am going to send mine back.

Full of information but dense 2007-05-09
I received this book in the high hopes of having everything explained to me in clear English. For the most part, my expectations were met. The downside is that the reading is quite dense in most parts. In addition, being a Tax Professional, I found a few, minor errors in the Tax Planning section. Otherwise, the book has been a tremendous help in my studies to become a CFP(R).

CFP Course 1 2007-03-24
Good book to form the foundation for the CFP training and exam. It's too expensive, however. My guess is that it is priced assuming most students get reimbursed by their employers. For those of us who have to pay for the book out of our own pockets, it is too expensive.

Typical Textbook 2007-02-21
textbook was purchased new. It is a large softcover which I am not sure will hold up for the length of my studies and I have found that much of the tax information is of course out of date and there are a couple of references that are incorrect. Time for a reprint.

Pretty good 2006-07-25
A lot of good info. Fills in the gaps in my knowledge of investing, finance, banking, estate planning, retirement options, etc. There are quite a few typos, however, and a lot of awkward sentence structure. Strange because it's nothing that MS Word wouldn't catch. It needs a pro writer re-write.