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Where on the Web

The following web sites will supplement the chapter materials.
For a PDF version of the links below, please click here.

Chapter 1: Introduction To Personal Financial Planning

Association for Financial Counseling and Planning Education - www.afcpe.org
Barron’s Online - www.barrons.com
Bloomberg - www.bloomberg.com
Certified Financial Planner Board of Standards - www.cfp-board.org
Financial Planning Association - www.fpanet.org
Forbes Magazine - www.forbes.com
Fortune Magazine - www.fortune.com
Kiplinger - www.kiplinger.com
Money Magazine - www.money.cnn.com
National Association of Personal Financial Advisors - www.napfa.org
Smart Money Magazine - www.smartmoney.com
Society of Financial Service Professionals - www.financialpro.org/welcome.cfm
TIAA-CREF - www.tiaa-cref.org/index.html
Wall Street Journal - www.wsj.com
Worth Magazine - www.worth.com

Chapter 2: External Environmental Analysis

Board of Governors of the Federal Reserve System - www.federalreserve.gov
Bureau of Economic Analysis - www.bea.gov
Bureau of Labor Statistics - www.bls.gov
CPI Home Page - www.bls.gov/cpi
Department of Commerce - www.commerce.gov
Economic Policy Institute - www.epinet.org
Economy at a Glance - http://stats.bls.gov/eag/eag.us.htm
Federal Interagency Council on Statistical Policy - www.fedstats.gov
LawLinks (Information on Bankruptcy) - www.lawlinks.com
National Council on Economic Education - www.ncee.net
National Foundation for Credit Counseling - www.nfcc.org
National Institute for Consumer Education - www.nice.emich.edu
PPI Home Page - www.bls.gov/ppi
U.S. Census Bureau - www.census.gov
U.S. Department of Treasury (Bureau of Public Debt) www.publicdebt.treas.gov

Chapter 3: Communication and Internal Environmental Analysis

American Savings Education Council - www.asec.org
Bankruptcy Action - www.bankruptcyaction.com
Better Business Bureau - www.bbb.org
Consolidated Credit Counseling Services, Inc. - www.debtfree.org
Consumer Action - www.consumeraction.org
Consumer Federation of America - www.consumerfed.org
The Foundation for Taxpayer & Consumer Rights - www.consumerwatchdog.org
Consumer Information Center - www.pueblo.gsa.gov
Federal Trade Commission - www.ftc.gov
National Consumers League - www.natlconsumersleague.org
National Institute of Consumer Education - www.nice.emich.edu
NCL’s National Fraud Information Center www.fraud.org

Chapter 4: Personal Financial Statements (Preparation and Analysis)

Consolidated Credit Counseling Services, Inc. - www.consolidatedcredit.org
Credit Union National Association - www.cuna.org
Equifax - www.equifax.com
Federal Citizen Information Center - www.pueblo.gsa.gov
Myvesta.org - www.dca.org or - www.myvesta.org
Sallie Mae www.salliemae.com

Chapter 5: Establishing Financial Direction

Association for Financial Consulting and Planning Education - www.afcpe.org
Bloomberg - www.bloomberg.com
Bureau of Economic Analysis (U.S. Department of Commerce) - www.bea.gov
Bureau of Labor Statistics (U.S. Department of Labor) - www.bls.gov
CPI Home Page (U.S.) - www.bls.gov/cpi
Economy at a Glance (U.S.) stats - http://stats.bls.gov/eag/eag.us.htm
Forbes Magazine - www.forbes.com
Fortune Magazine - www.fortune.com
National Association of Personal Financial Advisors - www.napfa.org
Service Corps of Retired Executives - www.score.org
Society of Financial Service Professionals - www.financialpro.org
U.S. Small Business Association www.sba.gov

Chapter 6: Time Value of Money

American Savings Education Council - www.asec.org
Investor Desktop, Financial and Insurance Calculators - www.quickcalcs.com
Kiplinger Online (calculator) - www.kiplinger.com
Money Magazine - www.money.cnn.com
Mortgage Calculator - www.mcalculator.com
NASD - www.nasd.com
USA Today (calculator) - www.usatoday.com/money/perfi/calculators/calculator.htm
U.S. News www.usnews.com

Chapter 7: Education Funding

American Savings Education Council - www.asec.org
College Savings Plans Network (the official website for State 529 Plans/QTPs; affiliated with the National Association of State Treasuries; provides links on the internet to individual State plans) - www.collegesavings.org
Education Commission of the States - www.ecs.org
Federal Student Aid - Information for Financial Aid Professionals - http://ifap.ed.gov
Information on Armed Forces programs and scholarships:
Army ROTC - www.armyrotc.com
Army - www.goarmy.com/benefits/education.jsp
GI Bill - www.gibill.va.gov
Marines - www.usmc.mil
Air Force - www.af.mil
Coast Guard - www.uscg.mil
The College Board (a not-for-profit education association that created and controls the SAT and PSAT/NMSQT Examinations) - www.collegeboard.com
The National Association for College Admission Counseling - www.nacac.com
The National Association of Student Financial Aid Administrators - www.nasfaa.org
The Smart Student Guide to Financial Aid (discusses financial aid eligibility and calculations; student loan analysis; scholarship availability) - www.finaid.org
US Department of Education - College is Possible (A resource guide for parents, students, and education professionals) - www.collegeispossible.org

Chapter 8: An Introduction to Insurance and Risk Management

A.M. Best Company - www.ambest.com
Fitch Ratings Insurance Group - www.fitchratings.com
Independent Insurance Agents and Brokers of America - www.independentagent.com
Insurance Information Institute - www.iii.org
Insurance Marketplace Standards Association (IMSA) - www.imsaethics.org
Investor Desktop - www.quickcalcs.com
Life and Health Insurance Foundation for Education - www.life-line.org
Moody’s Investor Service - www.moodys.com
National Association of Insurance Commissioners - www.naic.org
Property and Casualty Information - www.propertyandcasualty.com
Standard & Poor’s - www.standardpoors.com
Quicken InsureMarket - www.quicken.com/insurance
Weiss Ratings www.weissratings.com

Chapter 9: Managing Life, Health, and Disability Risks

A.M. Best Company - www.ambest.com
American Council of Life Insurers - www.acli.org
Centers For Medicare and Medicaid Services - www.cms.hhs.gov
Fitch Ratings - www.fitchibca.com
Health Insurance Association of America - www.hiaa.org
Insure.com (S & P and Fitch ratings) http://info.insure.com/ratings
Life-Line (website of the Life and Health Insurance Foundation) - www.life-line.org
Long-Term Care Education - www.longtermcareeducation.com
Medicare - www.medicare.gov
Moody’s Investors Service - www.moodys.com
National Hospice and Palliative Care Organization - www.nhpco.org
Standard & Poor’s Index Services - www.spglobal.com
TIAA-CREF Life Insurance Information - www.tiaa-cref.org
U.S. Government’s Agency for Healthcare Research and Quality - www.ahcpr.gov/consumer
Weiss Ratings Inc. www.weissratings.com

Chapter 10: Personal Property and Liability Insurance

Federal Emergency Management Agency - www.fema.gov
Independent Insurance Agents and Brokers of America - www.independentagent.com
Insurance Information Institute - www.iii.org
The Insurance Guide - www.insure.com
Instant Insurance Quotes - www.insure.com/index.html
Quicken Insurance Quotes www.quicken.com/insurance

Chapter 11: Social Security and Other Social Insurance

Centers for Medicare and Medicaid Services - www.cms.hhs.gov
HealthMetrix Research, Inc. - www.hmos4seniors.com
Medicare Rights Center - www.medicarerights.org
National Organization of Social Security Claimants’ Representatives - www.nosscr.org
Social Security Administration - www.ssa.gov
Social Security Disability - www.ssa.gov/disability
Social Security Forms - www.ssa.gov/online/forms.html
Social Security Medicare - www.ssa.gov/mediinfo.htm
Social Security Privatization and Reform - www.socialsecurity.org
U.S. Government Website for Medicare www.medicare.gov

Chapter 12: Introduction to Investment Concepts

Chicago Board of Trade - www.cbot.com
Commodity Futures Trading Commission - www.cftc.gov
CNBC http://moneycentral.msn.com/investor/home.asp
Investor Guide - www.investorguide.com
National Futures Association - www.nfa.futures.org
North American Securities Administrators Association - www.nasaa.org
Securities and Exchange Commission - Investor Education and Assistance - www.sec.gov/investor/students.shtml
The Investor’s Clearinghouse www.investoreducation.org

Chapter 12: SUPPLEMENT A - Fixed-Income Securities

Bloomberg.com - www.bloomberg.com
Bureau of the Public Debt - www.publicdebt.treas.gov
The Bond Market Association - www.bondmarkets.com
CNN Money http://money.cnn.com
Electronic Municipal Statistics - www.emuni.com
Ginnie Mae (GNMA) - http://www.ginniemae.gov/
Marketwatch from Dow Jones - www.marketwatch.com
Moody’s Investors Service - www.moodys.com
MSN Money http://moneycentral.msn.com/investor
Standard & Poor’s - http://www2.standardandpoors.com
Treasury Direct (U.S. Savings Bonds) www.savingsbonds.gov

Chapter 12: SUPPLEMENT B - Equity Securities

American Association of Individual Investors - www.aaii.com
American Stock Exchange - www.amex.com
Barron’s Online - www.barrons.com
Bloomberg.com - www.bloomberg.com
CNBC http://moneycentral.msn.com
CNN Money - www.money.cnn.com
Dow Jones Industrial Average - www.djindexes.com
Kiplinger - www.kiplinger.com
Nasdaq - www.nasdaq.com
New York Stock Exchange - www.nyse.com
TD Waterhouse - www.tdwaterhouse.com
U.S. Securities and Exchange Commission - www.sec.gov
Yahoo Finance – http://finance.yahoo.com

Chapter 12: SUPPLEMENT C - Mutual Funds

American Association of Individual Investors - www.aaii.com
American Stock Exchange (AMEX) - www.amex.com
Bloomberg - www.bloomberg.com
Closed-End Fund Association - www.closed-endfunds.com
CNBC - www.moneycentral.msn.com
CNN Money - www.money.cnn.com
Investment Company Institute - www.ici.org
Kiplinger - www.kiplinger.com
Morningstar - www.morningstar.com
Mutual Fund Investor’s Center - www.mfea.com
Unit Investment Trust Net - www.uitnet.com

Chapter 13: Individual Income Tax and Tax Planning

American Bar Association - www.abanet.org
American Institute of Certified Public Accountants (CPA/PFS) - www.aicpa.org
Certified Financial Planner Board of Standards - www.cfp.net
College for Financial Planning - www.fp.edu
Financial Planning Association - www.fpanet.org
Internal Revenue Service - www.irs.gov
National Association of Personal Financial Advisors - www.napfa.org
National Association of State Boards of Accountancy - www.nasba.org
National Association of Tax Professionals - www.natptax.com
RIA (Research Institute of America) - www.riahome.com
Society of Financial Service Professionals - www.sfsp.com
The American College www.amercoll.edu

Chapter 14: Business Entities

BNA Portfolios - www.bna.com/prodcatalog/index.html
Cornell Law School - www.law.cornell.edu
Internal Revenue Service - www.irs.gov
LSU Libraries Federal Agencies Directory - www.lib.lsu.edu/gov/fedgov.html
National Association of Financial and Estate Planning - www.nafep.com/business_entities
National Association of Tax Practitioners - www.natptax.com
Research Institute of America - www.riahome.com
Small Business Center - www.quicken.com/small_business
Small Business Taxes & Management - www.smbiz.com
Tax and Accounting Sites Directory - www.taxsites.com
United States Small Business Administration www.sba.gov

Chapter 14A: Tax Supplement

N/A

Chapter 15: Introduction to Retirement Planning

AARP (formerly American Association of Retired Persons) - www.aarp.org
American Society on Aging - www.asaging.org
International Foundation for Retirement Education - www.infre.org
MSN Money - Retirement, and Wills - www.moneycentral.msn.com/retire/home.asp
National Council on the Aging - www.ncoa.org
Senior Law - www.seniorlaw.com
Social Security Online - www.ssa.gov
The Retire Early Homepage - www.retireearlyhomepage.com
The U.S. Administration on Aging - www.aoa.gov
U.S. Census Bureau www.census.gov

Chapter 16: Basic Retirement Plans

American Society of Pension Actuaries - www.aspa.org
American Benefits Council - www.appwp.org
Benefits Link - www.benefitslink.com
ESOP Association - www.esopassociation.org
Employee Benefit Research Institute - www.ebri.org
Employee Benefits Security Administration - www.dol.gov/ebsa
Internal Revenue Service - www.irs.gov
International Foundation of Employee Benefit Plans - www.ifebp.org
National Institute of Pension Administrators - www.nipa.org
National Tax Sheltered Accounts Association (403(b) and 457 plans) - www.ntsaa.org
Pension Benefit Guaranty Corporation (PBGC) - www.pbgc.gov
Profit Sharing/401(k) Council of America www.psca.org

Chapter 17: Introduction to Estate Planning

American Bar Association - www.abanet.org
American Bar Assn’s Probate and Trust Law Section - www.abanet.org/rppt
American College of Trust and Estate Counsel - www.actec.org
Cornell Law School - www.law.cornell.edu
Estate Planning - www.estateplanninglinks.com
FindLaw Internet Legal Resources - www.findlaw.com
Internet Law Library: Trusts and Estates - www.lawguru.com/ilawlib
National Association of Financial and Estate Planning Website - www.nafep.com
Nolo Press Self-Help Law Center - www.nolo.com
U.S. Estate Planning Law (Cornell University) - www.law.cornell.edu
WebTrust - www.webtrust.com
Wills of the Famous www.courttv.com/legaldocs/newsmakers/wills

Chapter 18: The Practice of Financial Planning

American Bar Association Network - www.abanet.org
American Institute of Certified Public Accountants (CPA/PFS) - www.aicpa.org
Certified Financial Planner Board of Standards - www.cfp.net
CFA Institute (CFA designation) - www.cfainstitute.org
Financial Planning Association - www.fpanet.org
Financial Planning Magazine Online - www.financial-planning.com
National Association of Insurance Commissioners - www.naic.org
National Association of Personal Financial Advisors - www.napfa.org
National Association of Securities Dealers, Inc. - www.nasd.com
National Association of State Boards of Accountancy - www.nasba.org
North American Securities Administrators Association - www.nasaa.org
Securities and Exchange Commission - www.sec.gov
Small Business Administration - www.sba.gov
Society of Financial Service Professionals - www.financialpro.org
U.S. Chamber of Commerce - www.uschamber.org

Chapter 19: Ethical Responsibilities

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