The Personal Financial Planner's Manual™

The Personal Financial Planner's Manual™ is a 1,500-page study guide that gives you access to the myriad of facts, figures, definitions, strategies and general information required to pass the CFP® Examination. The Manual is also a reference service that many financial planners use in advising clients and preparing financial plans.

The printed version of The Manual is distributed in three binders, while the electronic version of The Manual is a program that manages a series of PDF files on your computer.

We update The Manual four times per year to ensure that you have current income tax and legislative information.

The Current Developments in Personal Financial Planning is a series of continuing education courses with five hours of continuing education credits for each offering. You complete a course by reading certain chapters of a quarterly update to The Manual and passing a multiple-choice exam.

A printed version of the Manual costs and the annual update service costs plus shipping and handling.

For the electronic version, a license to use the Manual for one year costs including the quarterly updates and the renewal of a license for one year costs