Looking for the best Financial Planning books? Browse our list to find excellent book recommendations on the subject.
“In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You’ll never find a wiser advisor with a bigger heart.” — Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffianThis book grew out of a series of letters to my daughter concerning various things—mostly about money and investing—she was not yet quite ready to hear.Since money is the single most powerful tool we…
2. Fundamentals of Financial Planning (2015)
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The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants. …
4. The Financial Planning Workbook: A Comprehensive Guide to Building a Successful Financial Plan (2019 Edition) (2019)
provides a wealth of resources to help you create and monitor a successful financial plan. Explore the keys to financial success including investments, retirement planning, income planning, cash flow management, insurance, dependent planning, and estate planning.By breaking down complex financial concepts into clear, manageable tools, The Financial Planning Workbook provides an excellent balance between theory and practice, and is the definitive guide for building your own financial plan. • Set specific and achievable financial goals• Apply…
A completely revised and updated fourth edition of the New York Times bestseller, designed to guide younger adults through the world of personal finance.More than ever before, people in their twenties and thirties need help getting their financial lives in order. And who could blame them? These so-called millennials have come of age in the wake of the worst economic crisis in memory, and are now trying to get by in its aftermath. They owe record levels of student loan debt, face sky-high rents, and struggle to live on a budget in an uncertain economy. It’s time for them to get…
Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments,…
After selling thousands of copies, Preparing for Retirement has been updated for 2018! Preparing for Retirement 2018 is an educational text on financial planning, and more specifically, retirement planning. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, and manage your estate planning. Preparing for Retirement does this with a 176 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms….
8. The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (2018)
, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed. …
Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money….
10. Why Didn’t They Teach Me This in School?: 99 Personal Money Management Principles to Live By (2013)
Bestselling 5 Star Graduation Gift for both College and High School grads! Recommended by eBay, Forbes, Lifehack, Elite Daily, Real Simple and Bustle. Why do high schools and colleges require students to take courses in English, math and science, yet have absolutely no requirements for students to learn about personal money management? Why Didn’t They Teach Me This in School? 99 Personal Money Management Lessons to Live By was initially developed by the author to pass on to his five children as they entered adulthood. As it developed, the author realized that personal money management skills were rarely taught in high schools, colleges and…
The bestselling The Millionaire Next Door identifies seven common traits that show up again and again among those who have accumulated wealth. Most of the truly wealthy in this country don’t live in Beverly Hills or on Park Avenue-they live next door. This new edition, the first since 1998, includes a new foreword for the twenty-first century by Dr. Thomas J. Stanley….
12. Busting the Financial Planning Lies: Learn to Use Prosperity Economics to Build Sustainable Wealth (2012)
Is it possible that everything you have been told about building wealth is wrong? For decades, typical financial planning has sold itself on perpetuating a fundamental lie—that you can reach prosperity through its methods. But truly prosperous individuals don’t follow typical financial planning. They know that most mainstream money advice is not intended to make you wealthy; it is intended to keep you from being poor. Big difference. And like any advice for the masses, it is geared toward the lowest common denominator. Busting the Financial Planning Lies strips away the myths surrounding money and charts a course toward…
Best Financial Planning Books You Should Read
We highly recommend you to buy all paper or e-books in a legal way, for example, on Amazon. But sometimes it might be a need to dig deeper beyond the shiny book cover. Before making a purchase, you can visit resources like Genesis and download some financial planning books mentioned below at your own risk. Once again, we do not host any illegal or copyrighted files, but simply give our visitors a choice and hope they will make a wise decision.
Author(s): Chaffin, Charles R
Publisher: , Year: 2018, Size: 2 Mb, Download: pdf
Financial Planning & Analysis and Performance Management
Author(s): Jack Alexander
Publisher: John Wiley & Sons, Year: 2018, Size: 11 Mb, Download: pdf
Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
Author(s): Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes
Publisher: Springer International Publishing,Palgrave Macmillan, Year: 2018, Size: 2 Mb, Download: pdf
Introduction to Financial Models for Management and Planning, Second Edition
Author(s): Daley, John P.; Morris, James R
Publisher: Chapman and Hall/CRC, Year: 2017, Size: 79 Mb, Download: pdf
The Financial Consequences of Behavioural Biases: An Analysis of Bias in Corporate Finance and Financial Planning
Author(s): Imad A. Moosa, Vikash Ramiah
Publisher: Palgrave Macmillan, Year: 2017, Size: 3 Mb, Download: pdf
Essentials of personal financial planning
Author(s): Tillery, Susan M.; Tillery, Thomas N
Publisher: Wiley, Year: 2017, Size: 18 Mb, Download: pdf
Author(s): Md Mostafizur Rahman, Mahmud Uz Zaman, Sabiha Afroz Pritha
Publisher: , Year: 2017, Size: 1 Mb, Download: pdf
Investing: Grow Your Financial Future One Easy Step At A Time With: Trading, Investing, Stock Market, & Mutual Funds (Dividends, Wealth Building, Futures ... Financial Planning, Save Money)
Author(s): McClain, Walden
Publisher: , Year: 2016, Size: 448 Kb, Download: pdf
Please note that this booklist is not absolute. Some books are truly record-breakers according to Chicago Tribune, others are composed by unknown writers. On top of that, you can always find additional tutorials and courses on Coursera, Udemy or edX, for example. Are there any other relevant links you could recommend? Leave a comment if you have any feedback on the list.