The Personal Financial Planner’s Manual™
“I have used the PFP Manual by Gobeil & Associates for approximately half my 50-year professional career as a public accountant. It is often my first reference choice for researching topics related to my practice and personal use. The series of continuing education courses and feedback, provided as part of the reasonably priced subscription service, is an added bonus.” Barry J. Smith, CPA, CA, Saskatoon, Saskatchewan
Continuing Education Credits
The Current Developments in Personal Financial Planning is a series of continuing education courses with 6 hours of continuing education credits for each offering. You would complete a course by reading certain chapters of a quarterly update to The Manual and passing a multiple-choice exam.
If you have a current license for the Personal Financial Planner's Manual, you can complete four of the continuing education courses every year for 24 hours of continuing education credits at no extra cost.
Gobeil and Associates
“I relied entirely on the Personal Financial Planner's Manual as my study material during preparation for the CFP® Exam. I found the material very detailed, technically sound and insightful. Your preparation guide was particular helpful in focusing my study time.
In my financial planning practice, I have made reference to the Manual on numerous occasions. I keep it on my credenza within arm's reach. The manner in which the material is presented is very applicable to everyday situations and I apply the concepts outlined with ease.”
CFP®, PFP, Senior Financial Advisor
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