"If this book had been around when I started in the business, it would have saved me years of hard knocks. This is 'must reading' for those who want to get profitable sooner and have a sound financial planning business. It has the three Es: Essential, Educational, and Entertaining."

-Katherine Vessenes, JD, CFP, President, Vestment Consulting, and nationally recognized authority on practice management and the legal and ethical issues facing financial advisors.





Financial Planning Students



Our Privacy Policy

Both versions of "So You Want to Be a Financial Planner" are available to students at a significant discount. $20.00 for the download version or $30.00 (including shipping) for the print version!

Please enter your school name / study course in the "special instructions" area of the check out pages. Thank you!

 
$20.00


Click on the button above, and you will be directed to a secure page where you can purchase my book in electronic format for immediate download over the Internet. The cost for students from this web site is $20.00 and there is no sales tax or shipping to pay. Viewing the electronic download requires Adobe Acrobat Reader, which you can download for free. Click on the link at the bottom of this page.
 

$30.00
with FREE SHIPPING!

(book normally ships within 48 hours via USPS Priority Mail)



view return policy

The Print Version (8.5" x 11" paperback) includes an immediate free download of the book. Click on the button above, and you will be directed to a secure page where you can purchase my book in print format and it will be shipped to you. The cost for students - from this web site only - is $30.00 (including shipping) plus 8.75% sales tax for California residents.