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New Edition of The Tools & Techniques of Financial Planning Publishes


News provided by

The National Underwriter Company

Aug 28, 2012, 09:00 ET

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NEW YORK, Aug. 28, 2012 /PRNewswire/ -- The National Underwriter Company has just released the fully revised new edition of its popular The Tools & Techniques of Financial Planning, written by the experienced author team of Stephan R. Leimberg, Martin J. Satinsky, Robert J. Doyle, Jr., and Michael S. Jackson.

"This educational resource delivers a comprehensive overview of financial planning," says Rick Kravitz, VP and Managing Director, Professional Publishing Division, "and it does so in the familiar Tools & Techniques format, which professors, students and financial professionals all embrace."

This new tenth edition of the The Tools & Techniques of Financial Planning has been fully updated to reflect state-of-the-art thinking in this critical subject area. The text has been expanded and revised, and includes new customer-friendly features, making accessing information easier and quicker.

The Tools & Techniques of Financial Planning, 10th Edition, also features:

  • Updated information on state and federal registration and regulations related to assets under management and fiduciary duty
  • Expanded material on financial services industry regulations and financial institutions resulting from the Dodd-Frank Wall Street Reform and Consumer Protection Act
  • Information related to Certified Financial Planner Board of Standards, Inc. (CFP) disciplinary rules and procedures, as well as professional standards
  • Updated content on nontraditional couples
  • Current information about Long-Term Care costs and options, as well as Medicare
  • Seven, clear, concise, and relevant case studies that help students apply best practices across the entire financial planning lifecycle
  • Charts, tables, and illustrative material to highlight key points and information

"We are delighted to be publishing this new edition, both because of the stature of the authors and because this is the latest addition to the long-term and successful series of key resources for students and practitioners in financial planning," continued Kravitz.

The Tools & Techniques of Financial Planning, 10th Edition, is also available as an eBook, which enables instant downloading, meaning access in minutes, plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library, created by renowned expert Stephen R. Leimberg. It continues to provide complete coverage of the principles, processes, and practice of financial planning and is considered a must-have resource for anyone who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

Review copies/desk copies are available for faculty considering The Tools & Techniques of Financial Planning, 10th edition, for course use by visiting www.nucollege.com, or by contacting Jay Caslow, Academic Sales, at [email protected] or 1-800-543-0874, x2207.

About The National Underwriter Company
For over 110 years, The National Underwriter Company has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions.  With respected resources available in print, online, and in eBook format, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success.  National Underwriter is a Summit Business Media company.

About Summit Business Media
Summit Business Media is the leading B2B media and information company serving the insurance, financial, legal and investment advisory markets.  Summit strives to be "The Next Generation of Business Information" for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data.  Summit services the information needs of its customers through numerous channels, including digital, print, and live events.  For more information, please visit www.summitbusinessmedia.com.

SOURCE The National Underwriter Company

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