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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.


2013 Quick Sheets Coming Soon!

 

Money Education will be closed on Monday, May 27, 2013 for Memorial Day!

 

 

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Now Available !

Cases in Financial Planning:

Analysis and Presentation

Table of Contents

 

 

2013 Tax Supplement

 

2013 Estates Supplement

 

Higher Medicare Taxes in 2013

 

2013 Retirement Limits

 

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