The Financial Planning Toolkit effectively translates complex financial detail and transforms it into user-friendly information. FPT provides more than 1,500 financial planning documents, tools, and interactive calculators to meet your clients' needs.

The Financial Planning Toolkit (FPT) effectively translates complex financial detail and transforms it into user-friendly information. FPT provides more than 1,500 financial planning documents, tools and interactive calculators to meet your clients’ needs.

Information in FPT is organized in a lifecycle structure to provide the novice user with a logical starting point. Seasoned users can drill down through the comprehensive table of contents to access more detailed information.

The site is continuously updated with the latest information, and augmented by articles on consumer finance-related topics written by CCH’s staff of business and finance professionals.