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About The Authors

 

 

 

 

 

 

 

 

 

 

 

 

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.


2015 Quick Sheets Available!

March 2015 Exam will test on 2014 numbers. Call Money Education to order 2014 Quick Sheets.

 

 

 

 

 

 

 
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Helpful Information
 
 
2015 Retirement Limits
 
2015 Estate Planning Limits
 
2015 Tax Planning Limits
 
2015 Social Security Fact Sheet
 
CFP Exam Provided Formulas