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Tools & Techniques: The Disciplined Approach for Today's Professional

 
Are you a professional seeking to enhance performance or
maintain credibility in the emerging specialized marketplace?
Recent convergence of financial services professionals onto one playing field will continue. While the professions remain distinct, the alignment between professions has given rise to unique financial services disciplines. Accountants and attorneys are among the professionals already seeking competitive advantage in the emerging niche environment.

Many of your competitors are adding Planning specialties to their offerings. Trust the Series used and recommended by more than 150 universities.
Trust the Series quickly being adopted as key training resources for financial services professionals just starting out. Trust the Series that delivers continuing education credits that address compliance needs and improve career development within your organization. And with Newly Revised Editions delivering the most relevant changes influencing the way you do business, there’s reason for seasoned specialists to have the Series on hand too.

Trust the Series designed to turn your ideas into saleable, profitable actions. The Road to Success begins with Tools & Techniques.
individual titles


Tools & Techniques of Retirement Income Planning

ALL-NEW

$92.60
Shop Now
Tools & Techniques of Employee Benefit and Retirement Planning

NEWLY REVISED

$92.60
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Tools & Techniques of Divorce Planning

ALL-NEW

$92.60
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Tools & Techniques of Financial Planning

NEWLY REVISED

$92.60
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Tools & Techniques of Life Insurance Planning

NEWLY REVISED

$92.60
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Tools & Techniques of Risk Management for Financial Planners

NEWLY REVISED

$52.27
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Tools & Techniques of Charitable Planning

NEWLY REVISED

$92.60
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The Process of Financial Planning

ALL-NEW


$74.00
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The Case Approach to Financial Planning

ALL-NEW

$92.60
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Tools & Techniques of Income Tax Planning

NEWLY REVISED

$92.60
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Tools & Techniques of Estate Planning

$92.60
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Tools & Techniques of Practice Management

$92.60
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Tools & Techniques of Investment Planning

NEWLY REVISED

$92.60
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Tools & Techniques of Risk Management & Insurance

$92.60
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Tools & Techniques Online Library

ALWAYS NEW

$230.90
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Go Further
on the Road to Success!
Here is your roadmap to success
Expand your knowledge-base and increase your marketability with the expertise and practical, usable knowledge you acquire with these How-To books targeted for your profession.

Garrett's Guide
to Financial Planning

$47.95
Shop Now
HOW TO PLAN
for Baby Boomers
Power Kit

$74.95
Shop Now
HOW TO PLAN
for College
Power Kit

$74.95
Shop Now
But What If I Live?
The American Retirement Crisis®




$19.95
Shop Now
HOW TO PLAN
for Baby Boomers
Book





$34.95
Shop Now
HOW TO PLAN
for College
Book






$34.95
Shop Now