The Tools & Techniques of Financial Planning

by Stephan R. Leimberg, Robert J. Doyle, Michael S. Jackson

The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

608 pages, Paperback

First published January 1, 1986

Reviews

[Elizabeth Renter · Rating 1 out of 5]

I’ve never reviewed a textbook, but this is so poorly written, I had to say so. I have to trust the information is accurate (because I’m in a graduate level class to learn the topic), but the writing and publishing errors cast doubt. There are typos, entire sections repeated verbatim back to back, and each section reads as if it was written by a different ghostwriter. I hope no one is considering buying this for leisure reading — you’ll definitely regret it. And if you’re buying for a class: best of luck! Hope your instructor is more involved than mine.

[Hunter · Rating 5 out of 5]

i passed the first class based on this book, i would say very knowledge dense.

[Masegobolele]

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