2026 QuickSheets Set

This complete tax and financial planning reference tool is packed with performance-critical information delivered in a concise, full-color format. QuickSheets are a handy way for professionals, educators, and students to save time and enhance learning.

For students, QuickSheets cover all major points (and most minor ones) in your course and on the CFP® exam.

• Include up-to-date information
• Reduce study and research time
• Focus on “hot topics” for the CFP® exam
• Reinforce and enhance learning

This set includes all QuickSheets titles:

• Fundamentals, Part 1 & 2
• Insurance and Social Security
• Investments and Formulas
• Income Tax, Part 1 & 2
• Retirement, Part 1 & 2
• Estates