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Academic Education

Money Education develops authoritative financial planning textbooks for professionals pursuing a career in financial planning. Our current textbooks include Fundamentals of Financial Planning, Estate Planning for Financial Planners, Retirement Planning & Employee Benefits for Financial Planners, and Income Tax Planning for Financial Planners.


Our textbooks are designed to be easy to read, user friendly, and encourage the learning of the material through Key Concepts, Quick Quizzes, Examples, Exhibits, and End of Chapter Questions. We have authors and other experts available to assist instructors with both curriculum design and teaching the material.


2014 Quick Sheets Available!

 

 

 

 

 

 

 
 
 
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Cases in Financial Planning:

Analysis and Presentation

2nd Edition

 

Table of Contents
 
 
 
 
 
Helpful Information
 
 
2014 Retirement Limits
 
2014 Estate Planning Limits
 
2014 Tax Planning Limits
 
Higher Medicare Taxes in 2013
 
2013 Social Security Fact Sheet
 
Higher Medicare Taxes in 2013
 
Inherited IRAs Seeling Decision
 
2012 Expiring Tax Provisions
 
ERISA 408(b)(2) Disclosure Requirement 2012
 
CFP Exam Provided Formulas