Professional Financial Planner
by David R. Gobeil, MSc, CPA, CA, CFP® enables you to prepare retirement plans for clients in all life situations. If years away from retirement, develop a savings plan allocating savings between pensions, TFSAs, and RRSPs. If approaching retirement, assess an employer's retirement offer or pension benefit alternatives. If retired, determine the lifestyle expenditures they can afford, plan RRSP and RRIF withdrawals, and project the assets for their estate plan.
The Personal Financial Planner's Manual™
by David R. Gobeil, MSc, CPA, CA, CFP® is a comprehensive reference service for current and up-to-date concepts, definitions, regulations, and strategies to address your client’s needs. The Manual includes 69 chapters with 2,000 pages addressing the components of financial planning as defined in the Professional Competency Profile: financial planning practices, financial management, tax planning, investment planning, education planning, risk management, retirement planning and estate planning.
Current Developments in Personal Financial Planning, is included with the a series of 4 continuing education courses, each with 6 hours of continuing education credits and is included with the Manual.
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