A Client-Centered approach to Financial Planning Practice built by Research for PractitionersThe second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being.This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these relate...

The official guide for exam success and career excellenceFinancial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary natu...

Get Your Piece of the Hottest Business Online Today!Affiliate marketing is your route to earning some serious bucks. Thousands of companies both large and small like Amazon, Sears, Best Buy, Overstock, Lowe's, Priceline, and others have programs so you can profit from the thousands of products they offer.Affiliate marketing is ideal for bloggers looking to monetize their work. This is a multibillion-dollar market, and there are over 10 million people involv...

Keeping your job is job one.In recent years, the FairTax has gained a lot of attention, but for the vast majority of Americans, there's a sense that there's still too little unbiased information on which to make an informed decision. 'The Pocket Idiot's Guide™ to the FairTax', seeks to change that. in this book, readers get answers to all of the questions they have about the FairTax, including:- What it is, how its calculated, and who pays what- Comparisons with oth...

Wealth advisors and spiritual practitioners Spencer Sherman and Brent Kessel show us how our earliest beliefs about money profoundly affect our lives today—and how we can radically transform these patterns. When we’re able to consciously examine that which was previously unconscious in our relationship with money, we are no longer driven by the past, but have the opportunity to create anew.Sounds True Pearls bring you inspirational and insightful downloadable audio sessions selecte...

Wealth advisors and spiritual practitioners Spencer Sherman and Brent Kessel take us on a journey to discover what they call radical sufficiency. When we learn to approach our lives with a genuine sense of “enoughness,” we begin to naturally appreciate who and what we are, and are freed from the fear and disappointment which have driven our lives previously.Sounds True Pearls bring you inspirational and insightful downloadable audio sessions selected from our most popular courses. ...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.Financial Archetypes: The Empire BuilderThe Empire Build...

This book is written to help the average person to make the right decisions about financial planning and investing. It discusses in layman’s language key issues of 5 popular investments : annuities, REITS, mutual funds, exchange traded funds, and life insurance. It also helps answer questions about reverse mortgages, life settlements, and paying off a mortgage. It tells you how to find the right accountant, the right attorney, and the right professional financial planner. Very important ar...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.Financial Archetypes: The CaretakerGenerosity and charit...

When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, ...

With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.Financial Archetypes: The SaverA big number in a bank ac...

A higher education without falling deep in debt.With the lack of financial aid, grants, and scholarships available today due to the economic climate, parents and students need serious help in finding ways to pay for college. Savings plans and resources have disappeared. Loans seem impossible to pay off. That's where The Complete Idiot's Guide® to Paying for College steps in. It helps develop an action plan for people to budget and pay for college right now, and if...