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The Fingertip Guide: A Reference for Financial Planners 2011

The Fingertip Guide: A Reference for Financial Planners 2011    
Format Spiral-bound (3.5 in x 7 in; 12 cm x 25.5 cm)
Catalogue No. 978-0-7798-3687-1
Pages 208
Language English only
Price $11.95
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for last year's 2010 edition

Written by Lynn Biscott, CFP, RFP.
Published by Carswell, 2011.

This is an annual publication. The 2011 edition was released July 2011.


The Fingertip Guide: A Reference for Financial Planners is designed to provide financial planners with fingertip access to key financial planning. This small, pocket-sized reference can be taken to client meetings as a ready reference. For financial planning students, The Fingertip Guide can serve as a highly portable study aid, summarizing key facts and figures needed for testing purposes.

New for the 2011 edition:
  • Updated 2011 provincial and federal budgets
  • Updates to government benefits, personal taxes, etc.
  • Government Benefits
    • Canada Pension Plan (CPP)
    • Quebec Pension Plan (QPP)
    • Old Age Security (OAS)
    • Employment Insurance
    • Quebec Parental Insurance (QPIP)
    • Websites for further information
    • Facts and Figures
  • Personal Savings Plans
    • Tax-Free Savings Account (TFSA)
    • Registered Education Savings Plan (RESP)
    • Registered Disability Savings Plan (RDSP)
    • Registered Retirement Savings Plan (RRSP)
    • Facts and Figures
  • Employer Savings Plans
    • Registered Pension Plan (RPP)
    • Deferred Profit Sharing Plan (DPSP)
    • Locked-in Retirement Account (LIRA)
    • Supplemental Employee Retirement Plan (SERP)
    • Retirement Compensation Arrangement (RCA)
    • Employee Stock Option Plans
    • Phantom Stock Plans
    • Facts and Figures
  • Retirement Income Plans
    • Registered Retirement Income Fund (RRIF)
    • Life Income Fund (LIF)
    • Locked-in Retirement Income Fund (LRIF)
    • Prescribed RRIF (PRIF)
    • Annuity
    • Facts and Figures
  • Personal Taxes
    • Compliance
    • Types of Income
    • Types of Deductions
    • Items Not Subject to Tax
    • Disposition of Property
    • Income Splitting and Attribution Rules
    • Alternative Minimum Tax (AMT)
    • Facts and Figures
  • Estate Planning
    • The Will
    • Power of Attorney (POA) for Property
    • Power of Attorney (POA) for Personal Care
    • Trusts
    • Planning Strategies
    • Facts and Figures
  • Budget Summaries (Federal, Provinces and Territories
Lynn Biscott is a Certified Financial Planner (CFP) and Registered Financial Planner (RFP). Since 1999, she has operated her own firm in Toronto, Fernwood Consulting Group Inc., which specializes in financial education and communications.

From the same author:
The Boomers Retire: A Guide for Financial Advisors and Their Clients

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This page last modified: July 14, 2011

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