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The 12 Best Finance Books in 2024

Build expertise in personal finance, investing, and decision-making psychology

Michelle Lodge is a contributor to Investopedia, who is also a writer, editor, and podcaster.

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There is no shortage of interest in finance books. Sales of business and economics print books reached a 10-year high in 2022, accounting for a quarter of all nonfiction unit volume and realized a 10% raise from 2021, according to market research firm The NPD Group. Business is the second-highest category in print publishing after books about religion. This large, complex print category has more than 100 categories and over 200 subcategories.

To help you sort through these offerings, we’ve put together a list of the best—everything from a biography; how-tos on managing money and investments; a lively reference book about cryptocurrency; policies that impact economics; scandals and personalities laid bare; and the thinking behind decision making in the stock market and other areas, as well as the all-time best book on negotiating. These books, written by authors of diverse backgrounds, offer the most comprehensive picture and the freshest insights to provide a broad perspective on the economy in these complicated and high-risk times and will help you make better financial choices.

Best Overall: No Filter: The Inside Story of Instagram

Sarah Frier’s  No Filter: The Inside Story of Instagram ranks as the best overall book on our list of fine finance books. The title doesn’t do the book justice, because it’s so much more than a book about two smart tech guys creating a novel app and then selling it to Facebook.

Through her well-written and -reported prose, Frier, the Bloomberg editor in charge of Big Tech coverage, tackles the significance of social media—how it can alter the outcomes of elections, impact the self-esteem and behavior of followers who don’t have the seemingly perfect lives of celebrities and influencers, and generally hurt society when it professes to do the opposite. She also takes us inside Facebook, especially profiling its co-founder Mark Zuckerberg, who Instagram co-founder Kevin Systrom called the most strategic thinker he has ever met. It’s a gripping read. 

“If Facebook was about friendships, and Twitter was about opinions, then Instagram was about experiences— anyone could be interested in anyone’s visual experiences, anywhere in the world,” Frier writes in her tale of app envy among Silicon Valley leaders. In 2010, Instagram co-founders Mike Krieger and Systrom were coming to terms with the scope of their online creation, a social media app for photos and video that led Facebook co-founder Mark Zuckerberg to acquire it for $1 billion two years later.

Systrom stayed on after the sale and tried to preserve the app’s initial intent of a way station for beautiful images, but he clashed with Zuckerberg, who wanted to grow Instagram while keeping it from overshadowing the parent . “Facebook was like the big sister that wants to dress you up for a party, but does not want you to be prettier than she is,” an unnamed former Instagram executive is quoted in the book as saying. Instagram comes out poorly, too, as its images of “perfect-looking” women caused some its followers to seek out cosmetic surgery, and opioids were sold through its site for several years.

Silicon Valley’s workings are thoroughly reported, thanks to Frier’s extensive interviews with venture capitalists and tech executives and Instagram influencers and celebrities. Accolades poured in for No Filter : It was named the best business book in 2020 by the Financial Times and McKinsey Business Book, and it received equally effusive attention from Fortune, The Economist , Inc. , and NPR. 

Best on Personal Finance: Rich Dad Poor Dad

As any investor knows, it’s not how much money you make, but how much you keep—a main premise of Rich Dad Poor Dad , now published in a 20th anniversary edition. This conversational book—which considers being financially literate crucial to acquiring wealth—cites the lessons from a “rich dad,” a friend’s father who rises from humble beginnings to create a lucrative business and a capitalist, and a “poor dad,” author Robert T. Kiyosaki’s own father, who was a highly educated government employee his entire working life and a socialist.

Kiyosaki obviously took the “rich dad” lessons to heart in co-writing what’s still considered, after 25 years, a top personal finance book. Chapter 2 questions the “American dream” of homeownership by spelling out Kiyosaki’s controversial argument that owning a house is a financial liability, not an asset, because paying for and maintaining it is a drain on finances, while Chapter 4 delves into the history of taxes and the power of corporations. He says that having financial literacy means a broad understanding of accounting and investing and knowing the markets and the law.

Each chapter ends with a “Study Session,” which reviews the material and poses questions.

Rich Dad spent nearly seven years on the New York Times bestseller list, one of the first self-published books to land there. “It [offers] useful information for a generation on the brink of making important financial decisions,” says Eric Estevez, a member of Investopedia’s Financial Review Board and an independent insurance broker. “Robert has a track record of breaking down complex financial concepts into simple explanations.”

Best Cryptocurrency Reference: The Basics of Bitcoins and Blockchains

You can judge this book by its cover because it delivers on its title, resulting in a comprehensive, lively must-have reference book on cryptocurrencies. Antony Lewis, a former technologist at Credit Suisse in Singapore and London, left banking to join the startup iBit, where clients buy and sell Bitcoins, and has never looked back.

His nine-chapter book starts with defining money—followed by definitions of digital money, cryptography, cryptocurrencies, digital tokens, and blockchains—and illustrates points with pictures, graphs, tables, pie charts, and infographics. He suggests, for example, that Bitcoin be called an “electronic asset” because “the word currency often sidetracks people when they are trying to understand Bitcoin. They get caught up trying to understand aspects of conventional currencies which do not apply to Bitcoin, what backs it (nothing) and who sets the interest rates (there is none).”

Investopedia’s Vinamrata Chaturvedi, senior editor overseeing blockchain and cryptocurrency, says this about the book: “There are many questions we have when thinking about blockchain. This book answers all of them. It explains how blockchain technology works and why cryptocurrencies are the future of money.”

Lewis freely admits that he “loves the industry” of crypto assets, Bitcoins, and blockchains, yet he also cautions about the very real dangers to investors. In a section called “Scams,” he lays out the swindles of Ponzi schemes, exit and fake scams, pump-and-dumps, scam initial coin offerings (ICOs), spoof ICOs, scam mining schemes, and fake (digital) wallets. “People have made and lost fortunes trading cryptocurrencies and investing in ICOs, but there are many risks,” he writes. “If you do decide to get involved, be careful and do a lot of research before committing your money.”

Best for Investing: A Random Walk Down Wall Street

Burton G. Malkiel is an economics professor, a former director at Vanguard, and a former dean of the Yale School of Management, yet his most recognizable contribution to finance is his Random Walk book, originally published in 1973 and, as of 2019, in its 12th edition. If you wait for Jan. 3, 2023, you can get the 50th anniversary edition in a green, not yellow, cover—the one pictured above.

“A random walk is one in which future steps or directions cannot be predicted on the basis of past history,” writes Malkiel. “When the term is applied to the stock market, it means that short-run changes in stock prices are unpredictable.” Sound familiar?

Amy Drury, a member of Investopedia’s Financial Review Board, and CEO and founder of the financial training company OnPoint Learning, who recommended the book, had this to say: “I reread this recently and found that it was a pretty comprehensive overview about finance and investing. It is very dense, so maybe not one to take to the beach, but it is great as a reference book to dip into on specific topics.”

Best Personal Finance Disaster Management: What to Do with Your Money When Crisis Hits: A Survival Guide

There are two ways to read Michelle Singletary’s personal finance book, and both are right: You can tackle it from start to finish or dive into the topics that are the most pressing first and then read the rest. In her Survival Guide —an outgrowth of her nationally syndicated personal finance column, “The Color of Money,” for The Washington Post —Singletary covers how to manage money and deal with crises, using a question-and-answer format, which delivers authoritative, straightforward, and actionable answers.

When money is tight, Singletary advises triaging: assessing what must be paid for, such as having food on the table, and dealing with remaining creditors directly by working out payment plans. What’s especially impressive about her book is that it serves a wide range of readers—those who enjoy hefty incomes and live beyond their means, rank newcomers to financial self-care, and everyone in between.

Its “Resources” chapter lists organizations, companies, and government agencies that offer information and, as needed, possible relief for the consumer. “Very timely, relevant, practical, and helpful” is how Marguerita M. Cheng, CEO of Blue Ocean Global Wealth and an Investopedia Financial Review Board member , describes the book.

Best Global Perspective: The Silk Roads: A New History of the World

To the uninitiated, the words “silk roads” may conjure up the deep beauty of shimmering silk fabric in exotic locales. The reality is quite different. In his 2015 book, Oxford University global history professor Peter Frankopan weaves a complex tale across centuries about fearless merchants, middlemen, soldiers, and leaders—many of whom traveled on life-challenging passages across treacherous terrain throughout the Middle East, China, the Balkans, and South Asia with the added provocations of unpredictable weather and peoples, crime and life-threatening disease, and even the proselytizing by clergy of religions old and brand-new, which led to deadly power grabs and wars.

So valued was silk that it became an international currency when others, such as grain, failed. Through the centuries, new cities sprouted and others faltered. The simple purpose, of course, was commerce.

“ The Silk Roads refocuses our attention on a region that has always and will always play a critical (and defining) role in the global economy,” says David M. Roth, CEO of Wakaya Group, a former director of FIJI Water in Fiji, and an entrepreneur-in-residence at INSEAD. “Frankopan also helps us contextualize and make sense of current events within the long arc of human history. To paraphrase [Democratic political operative] James Carville, it is and always has been about the economy.”

A follow-up from Frankopan is The New Silk Roads: The New Asia and the Remaking of the World Order (Vintage, 2018). 

Best on the Dangers of the Gender Data Gap: Invisible Women: Data Bias in a World Designed for Men

In this absorbing book—named 2019’s Financial Times and McKinsey Business Book of the Year and a London Times bestseller, British journalist and activist Caroline Criado Perez spells out how the data gender gap accounts for disadvantages for women worldwide, costing companies and governments plenty in missed opportunities and productivity. It shows how this bias can yield an unhappy workforce and populace and result in unnecessary illnesses—and even deaths—among women.

“The stories we tell ourselves about our past, present, and future. They are all marked—disfigured—by a female-shaped ‘absent presence,’” writes Criado Perez, who draws on numerous research studies. “This is the gender data gap.” Practically speaking, this means that medical studies—which often include miners and construction workers, mostly male, and leave out cleaning staff and nail-salon workers, mostly female—still largely focus on men as the default, leaving doctors to estimate drug dosages and treatments for women. In addition, car safety systems are designed for the larger male body, causing additional injuries for female drivers in the event of an accident. The same is true of personal protective equipment (PPE), which leaves female police officers, for example, unprotected on duty as bulletproof vests often don’t fit them.

Even transportation systems are geared toward the male breadwinner driving a car. Meanwhile, women, who are often responsible for primarily caring for children and aging adults and grocery shopping, are left to rely on usually time-consuming and inefficient public transportation and walking. One success story was a change in the order of snow-clearing practices in the Swedish town of Karlskoga. The governing body decided to clear snow from sidewalks before roadways. That’s because pedestrians, two-thirds of whom were women, sustained injuries, mostly through falls, three times more often in the winter. The estimated cost of all these falls in a single winter season was some $4 million.

Criado Perez maintains that using the male default isn’t intentional, but ingrained. However, the next time you see a female colleague wrapped in a blanket in the office, while male workers simply wear their regular clothes, know that the data gender gap is partly to blame.

Best Biography: The Snowball: Warren Buffett and the Business of Life

Berkshire Hathaway Chairman and CEO Warren Buffett, the so-called “Oracle of Omaha,” has had volumes in many languages written about him. Yet his personal life from the earliest days and beyond remained a mystery until Alice Schroeder penned this eloquent biography at Buffett’s invitation. “Whenever my version is different from somebody else’s, Alice, use the less flattering version,” Buffett advised Schroeder.

This New York Times bestseller traces Buffett’s French Huguenot and German heritage, whose family motto was likely “spend less than you make,” with the addendum of “don’t go into debt.” She goes from his birth 10 months after the 1929 stock market crash to his unconventional marriage and fatherhood, to his many deals and the circus-like atmosphere surrounding Berkshire Hathaway’s popular shareholders meetings.

Buffett credits his success to “intelligent parents” and having “luck.” Yet the numbers-loving Buffett had, by age 10, figured out that having money meant coveted independence, the basics of buying and selling stocks, and how equity’s volatility can impact an investor. His metaphor for compounding is a snowball in wet snow that gathers strength and heft as it rolls down the hill. Still working 82 years later, Buffett is one of the world’s richest men, with an estimated net worth of $99.7 billion as of this writing.

Best Origin Story: Trillions

“Over the past decade, 80 cents of every dollar that has gone into the U.S. investment industry has ended up at Vanguard, State Street, and BlackRock,” writes Robin Wigglesworth, editor of the Financial Times ’ Alphaville, a news and commentary service for financial professionals. Wigglesworth’s compelling book tracks the beginning of index funds to the current day and ponders what their dominance means.

Wigglesworth begins by introducing a cast of 32 characters—among them, only two women: Jeanne Sinquefield, who designed derivatives, and former Barclays Global Investors CEO Pattie Dunn. Other key players:

  • “Early-twentieth-century French mathematician Louis Bachelier, whose work on the ‘random walk’ of stocks would make him the intellectual godfather of passive investing”
  • Berkshire Hathaway Chairman and CEO Warren Buffett, who won a 10-year-old bet with Ted Seides of Protege Partners in 2017 that the returns of index funds would outstrip those of a basket of hedge funds
  • Jack Bogle, the founder of Vanguard, often called “Saint Jack” because his company offered index funds to the public en masse. At the end of his life, Bogle questioned the value of index funds but also defended them. “It’s hard to know how big we can get, and the consequences...,” he said. “But to solve this, we should not destroy the greatest invention in the history of finance.”

Best for Decision-Making Skills: Thinking, Fast and Slow

Daniel Kahneman is a psychologist by training. However, his work on prospect theory earned him a Nobel Prize in Economics in 2002, an award he acknowledges he would have shared with collaborator Amos Tversky, had Tversky lived, and with whom he also explored heuristics in judgment and decision making. Prospect theory means that investors value gains and losses differently, placing more weight on perceived gains than perceived losses.

His research also led him to conclude that women make better investors than men because they hold on to their investments, whereas men panic and sell when the market dips, thereby missing out on upswings. Kahneman estimates that the average person makes 35,000 decisions a day—the fast kind, such as when to get up, what to eat for breakfast, what to wear, and the slow kind that involve deliberative thinking, such as whether and whom to marry, which career to pursue, or where to live.

This data-heavy book, thoughtful and cerebral, is also full of anecdotes about Kahneman’s life of research and experiences. In 2016, Michael Lewis published The Undoing Project: A Friendship That Changed Our Minds , on the close partnership of Kahneman and Tversky.  

Best Read on Scoundrels and Saviors: The Predators’ Ball

Today’s younger readers may only know Michael Milken as an advocate for prostate cancer research and the founder of the Milken Institute, a think tank that promotes market-based principles and everything from financial innovations to social issues. When New Yorker writer Connie Bruck’s gripping book was published, life was very different for Milken. He was fighting off federal charges of securities and tax violations. He had been the junk bond king who underwrote some of the biggest corporate raiders, such as Ronald Perelman and Carl Icahn, during the height of junk bonds’ popularity and the leveraged buyout boom.

So concerned was Milken about Bruck’s reporting that he offered to pay her for all the book’s copies sold in exchange for not publishing it. He was right to be scared.

The book chronicles how Milken built the junk bond market and supported the corporate raider culture, while working 18-hour days from his Southern California office, as well as his precipitous fall leading to a plea deal in 1990. In addition to Milken, the characters include Apollo Management’s Leon Black, KKR & Co.’s Henry Kravis, Loews Corp.’s Laurence Tisch, stock trader Ivan Boesky, and Rudy Giuliani, then the crusading U.S. Attorney for the Southern District of New York. Then-President Donald Trump granted Milken a full pardon in 2020.

The Predators’ Ball is a meticulous retelling of the era that spawned the sentiment “greed is good.”

Best for Dealmakers: Getting to Yes

This classic book uses the words of poet Wallace Stevens to lay out its premise: “After the final no there comes a yes and on the yes the future of the world depends.” Getting to Yes , which debuted in 1981 and has been revised since, is the finest book on how to advocate for what you want with skill, integrity, and success.

It offers tips on developing a cordial relationship with the other side—that is, being a person, not the entity you represent—while avoiding the trap of being “nice” and getting walked all over, and deflecting and moving beyond the aggressive tactics of unscrupulous negotiators. Most helpful are examples of simple dealings in which the parameters of what’s at stake are expanded—the pie gets bigger, so to speak, so that both parties end up with more than they first asked for.

Underneath these outcomes are four steps: separating people from the problem; focusing on interests, not positions; inventing multiple options representing multiple gains for both sides; and insisting that the results be based on an objective standard.

Why Trust Investopedia?

Michelle Lodge is steeped in the book and book-reviewing world. She has been published in Publishers Weekly and was an editor and writer for Library Journal , both of which cover books and the industry. While a book review editor at LJ , which recommends books for public library collections, she selected a number of fine business books for review. She was also the editor of the On Wall Street Book Club, in which she reviewed books and interviewed authors on a podcast.

A burgeoning field of business and economics books needs many “heads” to cull out notable selections and pull it all together. Lodge marshaled the resources, in which she considered recommendations from Investopedia Financial Review Board members and Investopedia editors, business executives, bestseller lists from the Financial Times, The New York Times, The Times of London, and others, as well as her own experience as a book review editor. She also pulled three books from her own library: Getting to Yes , The Predators’ Ball , and Thinking, Fast and Slow . Her aim is to cover the bases in subject matter and expertise and tap into a diverse pool of writers, whose coverage reveals the impact on investing, while also ensuring that each selection is a good read.

NPD. " Business and Economic Book Sales in the US Reach 10-year High, NPD Says ."

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15 Best Finance Books for Financial Professionals

These finance books are must-read picks for financial advisors and other financial professionals.

15 Best Books for Finance Pros

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These money-focused reads include informative books by both investors and financial advisors.

Financial advisors and money professionals can choose from a range of books to supercharge their professional development, advice-giving strategies and money-management skills.

Many workers in finance know how deep the rabbit hole of information goes. There seems to be an endless depth to the well of knowledge available to financial professionals. Sometimes, you know what you're after when you dip your bucket into its pools. At other times, it's nice to have a recommendation to guide you.

This list highlights 15 great finance books. It includes behavioral finance books and tomes on understanding how money really works. It lists books by investors and by financial advisors.

This list of the best books for financial advisors won't let you go thirsty for knowledge.

"The Creature from Jekyll Island: A Second Look at the Federal Reserve" by G. Edward Griffin

While the title may sound better suited to a Halloween reading list than a list of the best finance books , make no mistake, this "creature" is one financial professionals should know about. Anyone who deals in finance had better understand money and the Federal Reserve. And no one explains it better – or more engagingly – than Griffin does.

It's written like a detective story, and Griffin pulls back the curtain to reveal "the magician's secrets" that "create the grand illusion called money."

"An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk" by Allison Schrager

It's hard to resist a book with a title like the start of a bad joke, which is good because Schrager's book should not be resisted. It should be devoured. At only 240 pages, it won't take long to do. In fact, you might wish it took a little longer.

An economist and award-winning journalist who has devoted her career to studying how people manage risk in all areas of their lives, Schrager is uniquely suited to help readers do the same.

As financial advisors know, risk cannot be avoided. Instead, the question is how to measure risk to maximize your chance of getting what you're after. In her book, Schrager teaches the five principles of dealing with risk. They may just change how you look at investment risk going forward.

"Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard H. Thaler

Written by the recipient of a Nobel Prize in economics, "Nudge" is a must-read for financial professionals, says Pete Clemson, senior vice president of digital solutions at Advisor Group.

"While not specifically about finance, it talks about how to change behaviors to be financially successful," he says. "It's even kind of humorous."

"Nudge" looks at how we make choices, which we often do poorly, in life and finance. And it explores how to make better decisions. What's more, if you know how people think, you can help "nudge" them to make better choices, a superpower many financial professionals would be glad to have.

"The Quants" by Scott Patterson

In his New York Times' bestseller, financial journalist Scott Patterson takes readers into the world of the quants, who are "technocrats who make billions not with gut calls or fundamental analysis but with formulas and high-speed computers." Patterson takes readers inside the heads of these math whizzes without forgetting that his readers may not live and breathe formulas.

"This rollicking romp through the history of quantitative finance traces the decadeslong development of quant models along with the colorful characters who developed them," says Steve Sanduski, a certified financial planner and co-founder of ROL Advisor. "(It's) a great primer on how quants dominate the market, written in a highly engaging narrative that is hard to put down."

"The Score Takes Care of Itself" by Bill Walsh

Not all financial books have to be boring – or directly related to personal money management. Take "The Score Takes Care of Itself" by Bill Walsh, for instance. While it's technically a football book, there's plenty in it for financial advisors to learn, Sanduski says.

In the book, Hall of Fame football coach Walsh shares his philosophy of leadership and the 17 values and beliefs that guided how he turned the San Francisco 49ers from one of the all-time worst professional sports teams into three-time Super Bowl champions during his 10 years as head coach, Sanduski says.

"(Walsh's) attention to detail, systems and process is exactly what top advisors need to do when scaling a world-class organization," he says.

"Advice That Sticks: How to Give Financial Advice That People Will Follow" by Moira Somers

Giving advice is easy, but getting your clients to follow your advice is less simple.

Financial psychologist and executive coach Somers knows how frustrating financial nonadherence can be. She also knows, from her clinical and consulting experience and research into positive psychology, behavioral economics and neuroscience, how to increase the chances that it won't happen to you and your clients.

Her book looks at the five main factors that contribute to whether a client will follow through with your advice. It's a thought-provoking, practical and sometimes humorous resource for any advice-giver.

"Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts" by Annie Duke

Whether it's working for you or against you, luck plays a role in every situation, according to former World Series of Poker champion Annie Duke. The trick is to let go of your need for certainty and instead focus on assessing what you know and what you don't, so you can embrace uncertainty to become a better decision-maker.

"The Alchemy of Finance" by George Soros

Soros is often hailed as one of the most profitable money managers in the world. In his book, he shares the strategies that earned him the title.

A philosopher at heart, Soros has treated the financial markets as his laboratory to astounding success. If you turn the last page of this great finance book holding the same perspective on financial markets you had upon opening the front cover, you probably read it wrong.

"No Longer Awkward: Communicating With Clients Through the Toughest Times of Life" by Amy Florian

At its heart, financial planning isn't about money; it's about people. "No matter how skilled you are at managing money, you might have to help a client when they are dealing with grief," says Misty Lynch, a certified financial planner and director of financial planning at Beck Bode in Boston. "Avoiding feelings is a mistake a lot of advisors make because it makes them feel uncomfortable." But advisors can be a huge help to clients during emotional transitions.

Florian's book will teach you how. "(It) gives practical tips on how to quit saying, 'I'm sorry' or go-to phrases and have a real, meaningful conversation about what your client is going through," Lynch says. "And if you can ever hear (Florian) speak, do yourself a favor and sign up. She is brilliant."

"Creating Money: Attracting Abundance" by Sanaya Roman

Roman's book may lean more toward the spiritual side of money mindsets, but its potential impact can't be overlooked. While unconventional compared to most finance books, it was incredibly helpful when Lynch started to examine her own thoughts about money, she says.

It's broken into four parts, starting with a section that helps you think about how your thoughts and energy attract what you want. "This may sound a little woo for an investment advisor," Lynch says, "but our thoughts drive our actions and our results."

The second part discusses the limiting beliefs you may harbor and how you can move past them. "So much of what we think about money was handed down to us and never questioned," Lynch says. "Even professionals have thoughts about money that can hold us back."

Next, the book takes readers through a section where you define what you love to do and how you can align it with the ways you make money. "There are plenty of people in jobs they don't even like for many reasons, and this chapter is a guide to get everyone thinking bigger," Lynch says.

The final chapter focuses on having money, which may sound easy, but if your "normal" state is being broke, your brain may guide you in a self-fulfilling broke prophecy.

"Overall, this book is fantastic for anyone who is willing to do some mindset work and feel better about money," Lynch says.

"The Most Important Thing: Uncommon Sense for the Thoughtful Investor" by Howard Marks

In the words of Marks, "You can't predict. You can prepare." After decades as a professional investor, Marks compiled excerpts from memos he sent to his clients to create "The Most Important Thing."

In it, Marks "explains his rules-based process, investment philosophy and thoughts on risk in a truly remarkable and effective manner," says B. Brandon Mackie, a certified financial planner and managing associate at Felton & Peel Wealth Management in Georgia and New York. The result is not an investing manual or how-to book. It's one man's philosophy and words of wisdom from a lifetime of experience.

"It reads more like a novel than a finance book, and you're learning from a professional – an expert that manages over $100 billion in assets and has been a professional investor for 50 years," Mackie says. "Passing on the chance to absorb that wisdom is a mistake in any market."

"The Behavioral Investor" by Daniel Crosby

Psychologist and behavioral finance expert Crosby is the man you want guiding you through investors' heads. Trained as a clinical psychologist, Crosby has applied his behavioral insights to his work as an asset manager and bestselling author.

In "The Behavioral Investor," Crosby "delivers what is arguably the most comprehensive guide to the psychology of asset management to date," says Joy Lere, a psychologist and consultant specializing in behavioral finance. "Crosby educates readers about the ways in which an investor's social milieu, psychology and neurobiology combine forces to impact behavior and decision-making."

Advisors who want to create and maintain a competitive edge by integrating behavioral finance in their practices shouldn't be without this book, she says. You'll get that inside edge you need through Crosby's practical, actionable strategies for successful wealth management.

"The modern-day investor's portfolio is incomplete without a copy of this book," Lere says.

"The Psychology of Money" by Morgan Housel

Housel's book takes a narrative approach to revealing human relationships with money. Through 19 short stories, Housel brings to life the complex psychology of money.

The book covers the same personal finance concepts you've probably learned before, but Housel reframes them in a way that makes you rethink your unique relationship with money, says Travis Briggs, CEO of Robo Global U.S.

"The lessons in this book are life-altering," and the "narrative captures the reality that it takes more than numbers to compute the complex calculus that is financial psychology," Lere says. It reveals the "timeless truths about the human experience of money."

"Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too)" by Meredith Jones

"If you want to have a fighting chance of winning the Wall Street World Series, then it will behoove you to throw like a girl," Lere says. "While the finance industry remains a field dominated by male players, Jones hits it out of the park with this valuable playbook."

Drawing from behavioral and biological investment research and interviews from top female money managers , her book shows why women make better investors.

"She helps readers understand the ways in which females in finance have a tendency to show up on the field in unique ways cognitively and behaviorally that ultimately yield a powerful edge and create outsized investment returns."

"Security Analysis" by Benjamin Graham and David Dodd

Most financial advisors know about "The Intelligent Investor," but how many have unearthed the great finance book that is "Security Analysis"?

First published in 1934, it laid the foundation of value investing before value investing was a thing. The latest edition includes 200 pages of commentary by leading Wall Street money managers, so you get to hear not only from "the Father of Value Investing" himself, but from modern practitioners of his philosophies as well.

Tags: money , books , financial advisors , personal finance , financial literacy

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32 Financial Planning Books for 2024

financial planning books

You don’t have to make a New Year’s resolution to make an effort to improve your financial wellness this year. Fortunately, a plethora of books are available to help you budget, save and develop sustainable financial practices. Whether you are nearing retirement, under age 30 or approach another financial milestone in between, these financial planning books can help you reach your goals. If you’re looking for more direct help, consider working with a financial advisor who can help create a financial plan, manage your assets and build your wealth.

Financial Planning Books for Teens

Only half of the states in the U.S. have financial literacy requirements for high school students. However, your teen can still get a solid foundation for handling money through these books:

1. How to Money: Your Ultimate Visual Guide to the Basics of Finance

Journalist Jean Chatzky and author Kathryn Tuggle of HerMoney.com penned this guide on the fundamentals of finance. Engaging and informative, this book is suitable for teenagers and adults. Younger readers might need help getting through all 256 pages but can dive into chapters that draw their interest.

2. Rich Dad Poor Dad for Teens

Optimistic and entrepreneurial, this book contains advice from a self-made millionaire on building wealth . It clarifies complex topics, such as identifying profitable assets and becoming financially independent.

3. I Want More Pizza

With its universally appealing title and 108 short pages, this book is popular in schools. It teaches teens to set goals, save money, invest well and manage debt.

4. I Will Teach You to Be Rich

While author Ramit Sethi wrote this book for a broad audience, its witty yet straightforward tone will help teens grasp the basics of personal finance. However, its high-level language might be too challenging for a 12- or 13-year-old reader.

5. Get a Financial Life: Personal Finance in Your Twenties and Thirties

Although Beth Kobliner wrote this book for young professionals, its readability and robust store of information make it perfect for readers sixteen and up. Kobliner creates content for the Consumer Financial Protection Bureau and even made an appearance on Sesame Street to share about being wise with money.

6. Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College

Every year, author Kalman Chany comes out with a new edition of this tome with the most updated advice about scholarships , student debt, tax regulations and financial aid. Teens (and parents) interested in college will benefit from this book.

Financial Planning Books for Beginners and Young Adults

If you’re no longer a teen and want to get into financial planning , it’s never too late! No matter what stage of life you are in, you can progress toward financial literacy. Young professionals and retirees alike can optimize their finances with these books:

7. Broke Millennial: Stop Scraping by and Get Your Life Together

Because millennials often struggle with student debt, author Erin Lowry wrote this guide on how to keep student loans and credit cards from ruining your financial situation. It’s also an excellent resource for teens who want to educate themselves on personal finance and stay debt-free.

8. The Total Money Makeover

Dave Ramsey’s famous book gives you a financial overhaul. Whether you need to dig yourself out of debt or change your spending habits, this book’s direct tone and readability will help.

9. Think and Grow Rich

Napoleon Hill’s book takes a philosophical approach to money. This book highlights the importance of an upbeat mindset and contains true stories of financial success.

10. The Simple Path to Wealth

This book underscores index funds with low expenses as the way to become rich. Younger readers can easily grasp the language in this book to become investing experts.

11. The Psychology of Money

Filled with common-sense advice, this book targets beliefs and mindsets that don’t produce wealth. If you need a shift in perspective for approaching money, this book can revolutionize your thinking.

12. The Automatic Millionaire

David Bach’s book is for those who have mastered the fundamentals of finance and are ready to learn more. This book will help you save and invest to reach millionaire status.

13. The Millionaire Next Door

This book argues that being rich is less about displaying wealth and more about financial discipline. By dispelling misconceptions about millionaires, it shows that anyone can save a million dollars if they’re willing to spend less than they make. It concludes anyone can become a millionaire with the right financial habits .

14. The Money Book for the Young, Fabulous, & Broke

Author and TV show host Suze Orman wrote this book primarily for women, but its thoroughness and readability make it a great guide for any reader. If you need help budgeting and achieving financial goals, this book is an excellent resource.

15. The Wealthy Barber

Written in the form of a novel, this book explains financial basics through a story about a group of friends receiving advice from a wealthy barber. If you need to organize your finances without getting bogged down with dense language, this book is for you.

16. The Richest Man in Babylon

This book is a series of stories told by a formerly penniless scribe who worked to accumulate more wealth than anyone in his city. You’ll learn how to trim your budget, save money and invest wisely.

17. Your Money Your Life

Vicki Robin’s book challenges readers to think about how their time relates to their money. Time is priceless, so spending it to make as much money as possible will allow you to do what matters most. If you want to achieve your goals, this book will coach you to financial freedom.

Financial Planning Books to Read Before Age 60

financial planning books

Retirement can be intimidating. Luckily, tons of resources are available that break down challenging concepts and provide a roadmap to being wealthy in your golden years.

18. How to Retire Happy

This book focuses on how health complications, economic downturns  and changing regulations can change the affordability of retirement. In addition, you’ll learn strategies for tackling such challenging problems.

19. The Complete Cardinal Guide to Planning for and Living in Retirement

This book covers the financial and legal aspects of retiring, handling taxes and passing on wealth to the next generation.

20. How to Make Your Money Last

With medical care increasing lifespans in America, running out of money in retirement is an acute concern among many. This book teaches you how to leverage Social Security, home equity, retirement accounts and other assets to live comfortably and grow your wealth.

21. The 5 Years Before You Retire

This book is most useful for those with a five-year timeline until retirement. It provides a framework for effective financial planning for those retiring soon.

22. The New Rules of Retirement: Strategies for a Secure Future

This book teaches you how to keep your money safe, retain financial freedom  and plan for healthcare expenses.

23. Retirement Income Planning: The Baby Boomers 2023 Guide

Updated every year, this income planning guide is excellent for people ten years or more from retirement. You’ll learn how to manage your money wisely and accomplish your goals by navigating types of investments and tax laws.

24. How to Retire with Enough Money: And How to Know What Enough Is

This book teaches effective savings strategies for any income level. As a result, you’ll learn how to save enough for retirement even if you don’t have a six-figure salary.

25. AgeProof: Living Longer Without Running Out of Money or Breaking a Hip

Staying healthy can reduce medical expenses during retirement, which Jean Chatzky and Michael Roizen spend an entire book discussing. The book also emphasizes that it’s never too late to start saving for retirement and teaches you how even if you’re near retirement age.

26. The Smartest Retirement Book You’ll Ever Read

This exhaustive book is excellent for beginners and advanced financial planners. It contains general financial concepts and details about each topic that allow you to grow financially regardless of your background.

27. The Truth About Retirement Plans and IRAs

As the title suggests, this book discusses how to optimize your 401(k) and IRAs . Tips on making contributions when money is tight and how to convert a 401(k) are just the tip of the iceberg in this informative, readable guide.

28. How to Retire Happy, Wild and Free

This book shares wisdom that allows you to live meaningfully in retirement without seeing money as a constraint. Instead, it teaches that true wealth comes from close relationships, achieving goals and staying healthy.

29. How Much Money Do I Need to Retire?

To answer the question, the book introduces five rules related to financial management. In addition, the book shows you how to invest creatively and avoid the pitfalls of conventional retirement planning.

30. The Financial Diet

This book provides expertise on an array of topics with input from various financial professionals . In addition, you’ll learn a rare skill most books don’t discuss: how to have conversations about money with loved ones.

31. The One-Week Budget

This book teaches financial practicality and can help you create a sustainable budget within one week. Although geared towards women, the principles are applicable to all financial scenarios.

32. Spend Well, Live Rich

This book shares seven financial proverbs to live by and is helpful for any stage in life, regardless of your financial situation.

Bottom Line

financial planning books

The sheer amount of financial planning books make financial literacy more achievable than ever. No matter your life stage, knowledgeable authors and advisors have provided guidance on budgeting, saving, retiring and more. The books listed above will help you take your finances to the next level in 2024 whether you’re a novice or a financial enthusiast.

Tips for Financial Planning

  • Reading a set of books can help your financial health and so can speaking with a financial advisor about your financial goals. A financial advisor can help manage your assets or help you develop the right long-term plan for retirement, college savings and more. If you don’t have a financial advisor, finding one doesn’t have to be hard.  SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals,  get started now .
  • If you’re a do-it-yourself person, you can save money by filing taxes yourself. Follow this guide on how to do your own taxes at home .

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13 Best CFO Books for Financial Leaders

You found our list of the best CFO books.

CFO books are publications that provide insights for chief financial officers or finance professionals who aspire to become CFOs. Examples of CFO books are The Alchemy of Finance by George Soros and The 80/20 CFO by Janice Berthold and Suzy Taherian. These books typically cover topics such as financial management, which are relevant to the CFO’s role in an organization. The purpose of reading CFO books is to gain knowledge and insights into various aspects of finance and accounting.

Chief financial books are similar to other finance resources, including personal finance books , corporate finance books , and business finance books . Readers can gain insights into subjects like cost-saving ideas for companies and team management skills .

This list includes:

  • startup CFO books
  • Chief Financial Officer books
  • CFO bookshelf ideas
  • books for new CFOs

Let’s get started!

List of the best CFO books

A variety of CFO books are available, ranging from introductory texts to more advanced and specialized topics. Here is a list of the top CFO books you should read.

1. CFO Techniques: A Hands-on Guide to Keeping Your Business Solvent and Successful by Marina Krakovsky

CFO Techniques  offers a practical and hands-on guide for CFOs and financial professionals to effectively manage their organization’s financial health. Marina Krakovsky dives into techniques and strategies that CFOs can use to ensure their company’s financial stability and success. This resource covers topics such as cash flow management, risk assessment, budgeting, and financial analysis. The book provides actionable insights that empower CFOs to navigate complex financial landscapes and make informed decisions.

Notable quote: “Efficiency must be your highest priority. You will be able to achieve it only by balancing a hands-on managerial approach and the appropriate delegation of duties.”

Learn more about CFO Techniques .

2. The Essential CFO: A Corporate Finance Playbook by Bruce P. Nolop

In The Essential CFO , Bruce P. Nolop provides an overview of the role of a CFO in driving corporate finance strategies. The book offers insights into financial leadership, strategic planning, risk management, and performance measurement. Nolop’s extensive experience as a CFO shines through in his writing. He addresses the key challenges and opportunities faced by CFOs in today’s dynamic business environment. The book serves as a valuable guide for aspiring and seasoned CFOs alike, offering practical wisdom and actionable advice.

Notable quote: “The CFO’s first task is to define and confirm the business objectives that form the building blocks for creating shareholder value. This typically encompasses a systematic review of the company’s historical performance, its positioning against the competition, and the strategies being emphasized by each of the company’s business units and product lines.”

Learn more about The Essential CFO .

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3. Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports by Howard M. Schilit and Jeremy Perler

Financial Shenanigans focuses on equipping CFOs, auditors, and investors with the tools to identify potential accounting manipulation and fraudulent financial reporting. Howard M. Schilit and Jeremy Perler dive into the tactics that companies may use to distort financial information and present a more favorable picture than reality. The book covers various accounting tricks, red flags, and warning signs that CFOs need to be vigilant about. By understanding these shenanigans, CFOs can make more informed decisions and protect their organizations from misleading financial practices.

Notable quote: “Financial shenanigans are actions taken by management that mislead investors about a company’s financial performance or economic health. As a result, investors are tricked into believing that the company’s earnings are stronger, its cash flows more robust, and its Balance Sheet position more secure than they really are.”

Learn more about Financial Shenanigans .

4. The Lean CFO: Architect of the Lean Management System by Nicholas S. Katko

The Lean CFO explains how a chief financial officer can create and implement a Lean management system. This innovative improvement approach will benefit the finance team, company executives, and Lean leaders alike. In The Lean CFO , Nicholas S. Katko explains why the CFO is essential for companies adopting a Lean business strategy. Also, Katko provides examples of creating and incorporating a Lean management system into the broader Lean business strategy. Further, this book explains why CFOs should employ Lean performance assessment systems instead of performance measurements based on conventional manufacturing processes.

Katko discusses changing your enterprise resource planning system to help rather than hinder your Lean business strategy. In addition, the book teaches the strategic components of making money from a Lean business strategy.

Notable quote: ”As a chief financial officer, you are responsible for an external financial reporting system as well as an internal management accounting system.”

Check out The Lean CFO .

5. Reinventing the CFO: How Financial Managers Can Transform Their Roles and Add Greater Value by Jeremy Hope

Most companies need their CFO’s assistance with decision-making and performance insights that can boost financial success. Unfortunately, these duties leave little time for value-adding activities. Jeremy Hope believes it is time to redefine the CFO’s job in today’s firms. This act would free these leaders from pointless accounting duties and allow them to concentrate on assisting managers in enhancing performance.

In Reinventing the CFO , Hope describes seven crucial tasks that CFOs must assume to restructure the finance operation successfully. These roles result from significant research and range from simplifying unnecessary processes to managing risk. Reinventing the CFO challenges the job of financial managers and frees CFOs to make wise, moral, strategic decisions that actually add value to the company.

Notable quote: ”Pressured by corporate scandals and a tough regulatory environment, companies today demand far more from their CFOs than simply managing the numbers.”

Check out Reinventing the CFO .

6. The Alchemy of Finance by George Soros

George Soros is among the world’s most influential and successful investors today. BusinessWeek listed Soros as the Man who Moves Markets. In The Alchemy of Finance , Soros offers a theoretical and practical understanding of contemporary financial trends. He also discusses a new paradigm for comprehending the modern financial market. This book describes Soros’ innovative investment strategies and perspectives on the world and the global order. Also, the author outlines a new paradigm for the theory of reflexivity, the foundation of his original investing approaches. The Alchemy of Finance uncovers the time-tested concepts of an investment legend and comes with professional guidance and insightful business lessons.

Notable quote: ”When we act as outside observers, we can make statements that do or do not correspond to the facts without altering the facts; when we act as participants, our actions alter the situation we seek to understand.”

Check out The Alchemy of Finance .

7. The 80/20 CFO: How to Make Strategic Transformations in Your Company by Janice Berthold and Suzy Taherian

The 80/20 CFO is one of the best books for new CFOs. This book provides shortcuts a CFO can utilize to get respect and credibility. This act will contribute to change within the company. One of the biggest hurdles for a new CFO is companies often do not provide a clear job description. To tackle this challenge, Janice Berthold and Suzy Taherian provide insight into what a CFO should do and how to carry out each task. Berthold and Taherian believe that CFOs are the organization’s police and steward, pitting the CFOs against others.

The first 90 days are crucial for CFOs to make substantial changes and have an impact, so they need to hit the ground running. The 80/20 CFO aids officers in establishing rapport with important stakeholders and gaining alignment. This way, CFOs can become a catalyst for change.

Notable quote: ”It is said that CFOs are one of the loneliest positions in the executive suite. It is perceived that way by design because the CFO is the counterbalance, the police, and the steward of the organization, and the role naturally pits them against others in the organization.”

Check out The 80/20 CFO .

8. The Chief Financial Officer: What CFOs Do, the Influence They Have, and Why it Matters by The Economist and Jason Karaian

From back-office accountants to front-line executives, the importance of the role of the chief financial officer is rapidly rising. With access to every aspect of the company, CFOs today have power that is second only to top executives. The Chief Financial Officer discusses how CFOs came to enjoy such privileges and what lies ahead for them. The book further explains CFOs’ constantly expanding roles and how these individuals are restructuring the department to cope with this change. The Economist and Jason Karaian share perspectives from current and previous CFOs while offering a first-hand look at the hopes and fears of finance professionals.

Notable quote: ”There is no single way to describe the role of the chief financial officer. CFOs themselves struggle to provide an answer. What is agreed, however, is that the dismissive stereotype of a mere bookkeeper or bean counter no longer applies.”

Check out The Chief Financial Officer .

9. The E-Myth Chief Financial Officer: Why Most Small Businesses Run Out of Money and What to Do About It by Michael E. Gerber and Fred G. Parrish

To help small business owners efficiently manage their finances, Michael E. Gerber and Fred Parrish wrote The E-Myth Chief Financial Officer . The book is primarily for small business owners but is also one of the top CFO bookshelf ideas. The authors cover various financial management-related issues, including developing a financial strategy, controlling cash flow, budgeting, and financial reporting. The E-Myth Chief Financial Officer also offers insights into small firms’ typical financial management errors and offers helpful recommendations on how to avoid these mistakes.

Additionally, this book provides readers with all the tools necessary to either launch a profitable company from zero or improve the performance of an existing company. This all-in-one resource provides all the advantages of a successful business and information on putting these resources into practice.

Notable quote: ”We want a system that can be followed by anyone willing to have the discipline to implement it! It should be straightforward enough to be a plug-and-play process that facilitates broad involvement and acceptance by people in every function. And it must be flexible enough to work in every company.”

Check out The E-Myth Chief Financial Officer .

10. The Definitive Chief Financial Officer: How They can Transform your Business by Mark Gruner

In The Definitive Chief Financial Officer , Mark Gruner offers insights into the duties of a CFO and the potential effects this role might have on a company. The Definitive Chief Financial Officer is one of the best chief financial officer books for CFOs who want to better understand their position and how to benefit the company. The book touches on leadership, risk management, corporate strategy, and financial management. Gruner also offers valuable guidance on how to be a successful CFO. These tips include how to forge strong connections with other executives and stakeholders, handle change, and keep up with new technological developments. In this book, Gruner shares his secrets of being a successful CFO across four continents for the past twenty years.

Notable quote: ”Anyone who is creating a business and wanting to scale that business further can benefit by understanding how a CFO can help a company and also when it is time to hire a CFO and when it is not the right time to hire.”

Check out The Definitive Chief Financial Officer .

11. The Financial Controller and CFO’s Toolkit: Lean Practices to Transform Your Finance Team by David Parmenter

The Financial Controller and CFO’s Toolkit is a hybrid guidebook and toolkit that provides senior financial managers with over 100 Lean solutions and various useful tools. This book includes advice on becoming a successful change leader. The author also describes the mindset of paradigm shifters pertinent to finance teams preparing for the future. David Parmenter’s advice will give you the knowledge and resources to realize your full leadership potential and accomplish more for your company. The Financial Controller and CFO’s Toolkit assists readers in adhering to the best practices in reporting, forecasting, KPIs, planning, and technology. This book is also full of templates and checklists to aid learning.

Notable quote: ”Many finance teams are far from being future ready. They spend long, frustrated hours working with antiquated error-prone systems—and to make it worse, they follow procedures because they were carried out last month.”

Check out The Financial Controller and CFO’s Toolkit .

12. Beginner’s Guide to Understanding Financial Statements and Financial Ratios by Paul Borosky

Investors, finance, accounting, and business students all require the critical skills of reading and comprehending financial statements and ratios. These skills create a better foundation for building a retirement portfolio. Paul Borosky believes business courses will be challenging for students without a firm understanding of financial statements. To tackle this challenge, The Beginner’s Guide to Understanding Financial Statements and Financial Ratios instructs students on fundamental and advanced accounting, finance, and related ideas. In addition, the book also teaches readers how to apply these principles to the analysis of financial statements and ratios for five consecutive years.

Notable quote: ”No matter the reason, the fact remains that students, even investors, business owners, and financial analysts, sometimes struggle with understanding or remembering income statement and balance sheet analysis strategies, formulas for financial ratios, or interpreting means from calculated financial ratios.”

Check out Beginner’s Guide to Understanding Financial Statements and Financial Ratios .

13. The CFO Guidebook by Steven M. Bragg

The role of the CFO in an organization is critical and demanding. As a result, The CFO Guidebook provides comprehensive guidance on performing each duty as effectively as possible. This book covers all the traditional finance roles of a CFO, including fundraising, investing, going public, investor relations, and share management. The discussion then moves on to more recent additions to the position, including information technology, risk management, control environments, and strategic planning. The CFO Guidebook is one of the most effective startup CFO books and serves as a reference book for readers looking to improve effectiveness in the role.

Notable quote: ”The chief financial officer (CFO) occupies the top financial position within a company. In that role, the CFO is responsible for an enormous range of activities, including accounting, fundraising, risk management, acquisitions, and strategic planning.”

Check out The CFO Guidebook .

The role of a CFO is crucial to the success of any organization. As an aspiring or professional CFO, reading relevant books is a great way to develop skills and stay up to date with the latest trends and practices in the industry. CFO books above provide insightful information on various financial topics, including risk management, corporate governance, and financial planning and analysis.

hese books are a great place to start, whether you are an experienced CFO trying to hone your abilities or a budding financial professional hoping to expand your knowledge. All of these books will improve your ability to make decisions and develop your financial management skills. Ultimately, this information contributes to the long-term success of your business by applying the knowledge you gain from these books to your work.

For more resources for c-suite executives, check out these lists of CEO books and COO books .

FAQ: Best CFO books

Here are answers to frequently asked questions about best CFO books.

What are CFO books?

CFO books are publications that provide insights for chief financial officers or finance professionals who aspire to become CFOs. These books typically cover topics such as financial management, accounting, corporate finance, risk management, and other areas relevant to the CFO’s role in an organization.

What are the best CFO books?

The best CFO books include:

  • The Definitive Chief Financial Officer by Mark Gruner
  • The E-Myth Chief Financial Officer by Michael E. Gerber and Fred G. Parrish
  • The 80/20 CFO by Janice Berthold and Suzy Taherian
  • The Lean CFO by Nicholas S. Katko

​By reading CFO books, financial professionals can stay current with the latest trends, best practices, and regulations in their field.

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Author: Grace He

People & Culture Director at teambuilding.com. Grace is the Director of People & Culture at TeamBuilding. She studied Industrial and Labor Relations at Cornell University, Information Science at East China Normal University and earned an MBA at Washington State University.

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Home > Blog > Top Recommended Financial Planning and Analysis Books

Top Recommended Financial Planning and Analysis Books

by Zvi Korn

Top Recommended Financial Planning and Analysis Books

The field of FP&A is an ever-changing, dynamic landscape. To help finance professionals stay ahead of the curve, it’s important to have a solid understanding of financial analysis methods and processes. 

Whether you are a brand new finance professional or someone who is looking to brush up on your skills, there are countless FP&A books out there that you can read. The question becomes which ones are worth reading? 

Therefore, we’ve put together a list of recommended FP&A books in 2021 . Read on to find out which books can help you unlock the raw, untapped power and potential of financial reporting.

1. Financial Planning & Analysis and Performance Management by Jack Alexander

Jack Alexander is a celebrated author and an experienced CFO and business consultant. In this five-part book , Jack offers a practical guide that helps professionals bridge the gap between performance and planning. 

The author calls upon his extensive expertise as a CFO and business consultant to create a phenomenal reference manual for FP&A analysts and Investor Relations teams.

As far as Financial Planning and Analysis books go, this is among the best FP&A books out there with its wide assortment of topics, ranging from the basic best FP&A practices and critical tools to more advanced topics such as dealing with uncertainty and risk.

This book also has the unique feature of having a companion website, wiley.com/go/fpapm , which emphasizes the importance of selecting appropriate financial dashboards and measures. It does this by using illustrative performance dashboards and excel models to be used as working examples and starting points for the reader’s use. 

The excel examples used in the books have accompanying spreadsheets on the website that enable the readers to fully comprehend the context, objectives, and logic of the worksheet analysis.

2. Financial Planning and Analysis with SAP: SAP solutions for Enterprise Performance Management (EPM) by Malcolm J. Faulkner and William D. Newman

Financial Planning and Analysis with SAP is the ultimate FP&A guide for professionals who desire to develop and execute a fully optimized EPM process and strategy. This book’s content, which covers topics ranging from strategic planning through integration to SAP requirements for its successful application in EPM, has made the business path a little bit easier to navigate. 

It takes the concept of EPM and explores it extensively, trying to make the reader understand how SAP EPM can be leveraged with other solutions, while also expanding the flexibility and effectiveness of SAP EPM further.

As expert consultants and SAP insiders, Faulkner and Newman provide an insider’s view into the technical configuration of FP&A and EPM processes with the strategic utilization of SAP focusing on EPM solutions. The book helps you discover how EPM can help manage your organization’s FP&A processes. 

It also introduces readers to SAP Business Planning and Consolidation , the most influential SAP applications for budgeting and planning in EPM. Professional financial analysts can use the book as a guide for navigating the company’s strategic journey. It provides a process of laying out the plans and execution elements that companies should take to help them attain financial stability.

3. Financial Analysis, Planning, and Forecasting: Theory and Application (Third Edition) by Cheng F. Lee and John Lee

Financial Analysis, Planning and Forecasting: Theory and Application , a five-part book, is an excellent introduction to FP&A and Forecasting for beginners . Drawing on Prof Cheng-Few Lee’s extensive business experience, teaching, and research, this guide helps its reader understand and integrate both practical and theoretical aspects of financial planning and forecasting. 

The five parts covered in the book are:

  • Information and Methodology of Financial Analysis
  • Alternate Finance Theories and Cost of Capital
  • Capital Budgeting and Leasing Decisions
  • Corporate Policies and their inter-relationships
  • Financial Planning and Forecasting

These five parts analyze the inter-relationships between the distinct theories in FP&A carefully by using real-world examples to discuss the ideas in depth, using relevant methodology and data.

Among the topics discussed in this publication are the fundamental concepts of financial analysis and planning, using financial management as a background for discussing financial analysis and planning. 

With new chapters added and other chapters combined in the third edition, the subject matter has been extensively expanded and updated to accommodate and keep up with the digital migration of the business world, thus providing a holistic view of the subject. 

However, the integrity of the authors’ wisdom remains, despite the book featuring brand-new updates and extra modern takes on the concept. This has made it earn its place in the prestigious literary canon for financial titles.

4. Corporate Financial Analysis: Simple Methods and Strategies to Financial Analysis Mastering by Blaine Robertson

This is a book that will enable its readers to understand the intricate and surprisingly simple concept of Corporate Financial Analysis, so that they can correctly judge whether or not their company is financially sound.

With a number of finance and investment-related books under his belt, Robertson has proven to be an expert in the financial department, imparting his wealth of knowledge to both professionals and beginners.

Corporate Finance Analysis: simple methods and strategies to Financial Analysis Mastering , this book comes at a time when the need for financial analysis has grown exponentially in the current digital world. 

Businesses, especially small businesses, need to weigh the effects of certain financial decisions, such as borrowing on their businesses. This book covers Financial Analysis, which gives a business owner the tools they need to evaluate their company’s financial information. 

It also equips potential investors with the necessary information so that they can form opinions about the company’s investment value and the expectations for future performance.

5. Corporate Financial Analysis: 3-in-1 Comprehensive Beginner’s Guide Simple Methods and Strategies + Advanced Methods and Techniques for Analysis of Financial Statements, Reports and Markets by Blaine Robertson

This is the beginner’s guide book that provides its readers with a wide array of information regarding the different strategies and methodologies employed in corporate financial analysis to create a financially sound organization. 

From the mind that brought you Corporate Financial Analysis: Simple Methods and Strategies to Financial Analysis Mastering, Robertson combines his works in this masterpiece. 

This book covers the concept of Corporate Financial Analysis in its entirety, extensively breaking down the processes step-by-step to simplify them, so that beginners can easily understand them.

Some of the questions that business owners usually ask themselves are answered in this book. The book provides true learning by equipping its readers with enough knowledge to enable them to practice what they have learned and apply it to real-life situations, and teach the readers the basic concepts of Corporate financial Analysis. 

This book is versatile, and professional financial analysts can also use the content in the book to guide their practice. The book is available in both paperback and ebook versions that people can read on any device.

6. Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website by Danielle Stein Fairhurst

Ms. Fairhurst channels her expertise and experience as a Financial Analyst to bring to life this comprehensive guide to financial modeling , suitable for beginners’ intermediaries and professional analysts. 

Readers of the book will gain from the author’s talent for financial modeling and help them create meaningful financial models in the forms of pricing models, business cases, and management reports that they can use to draft and craft proposals and financial reports . 

The book is packed with financial modelling concepts and practicalities that are essential in performing complex analyses in Excel.

The modern business world relies heavily on technology and real-time data and information for financial forecasting to be a step ahead of the competition. The book profoundly exploits the Excel functionality to enable financial practitioners to craft a compelling financial model to provide accurate information for sound financial decision-making. 

The author opens the book with a general guide to financial modelling, building skill upon skill on each subsequent chapter, leading to an actual working model. The book thoroughly covers the features, functions, and financial tools from a practical perspective, highlighting their application in a real-world situation using relevant examples. 

Financial modelling using Excel and its different aspects is also covered, including the step-by-step instructions of the process. The companion website provides the readers with live model worksheets that give them hands-on practice and experience.

The importance of financial planning and analysis cannot be stressed enough in the modern business world. And while there are numerous financial analysis books out there that help professional analysts build upon their FP&A knowledge, there are many more that can simplify the subject and are highly recommended for beginners.

You can apply the theoretical aspects of FP&A found in these books to real-world situations, enabling you to leverage insights or metrics to make significant improvements in your company. And in return, allowing your company to thrive and prosper.

If you are looking to further your knowledge in financial analysis, then the books mentioned above should top your list. 

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Evaluating Corporate Financial Performance

Tools and Applications

  • Jacek Welc 0

SRH Berlin University of Applied Sciences, Berlin, Germany

You can also search for this author in PubMed   Google Scholar

Provides a step-by-step guide through a comprehensive financial statement analysis

Offers an innovative teaching toolkit with online appendices and case studies

Includes MS Excel files of the book’s major calculations and recorded MP4 webinar lectures by chapter

6754 Accesses

8 Citations

  • Table of contents

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Table of contents (6 chapters)

Front matter, primary financial statements as the source of information for company’s financial analysis, notes to financial statements as an important source of information for a financial statement analysis.

  • Financial Statement Analysis

Prospective Financial Statement Analysis and Simulations

Real-life case study: a flight to a bankruptcy of norwegian air shuttle, correction to: real-life case study: a flight to a bankruptcy of norwegian air shuttle, back matter.

This textbook offers a step-by-step guide through comprehensive financial statement analysis with real-life case studies for students of financial accounting, financial reporting, and financial statement analysis. Structured into five comprehensive sections, it begins by explaining the content of accounting reports themselves and the three primary financial statements (income statement, balance sheet and cash flow statement). It deciphers the notes to financial statements and demonstrates some classical tools such as ratio analysis and multivariable credit risk models that are useful in a retrospective financial statement analysis. It includes simple step-by-step procedures of a prospective (i.e. future-oriented) financial statement simulation and closes with a comprehensive real-life case study that demonstrates a practical application of the analytical tools discussed earlier in the text. Additionally, the textbook includes online appendices consisting of additional comprehensive real-life case studies (of varying degrees of complexity and dealing with different aspects of a practical financial statement analysis), a set of MS Excel files that contain all major calculations included in tables and charts that appear in the core textbook, and a set of webinars in which the most fundamental parts of the core textbook are discussed in the form of the recorded lectures.

  • Financial Accounting
  • Financial Reporting
  • Financial Statement Ratios
  • Credit Risk Analysis
  • Financial Planning
  • Business Risk Analysis

“I strongly recommend this textbook to any student or practitioner who intends to develop his or her skills in interpreting accounting numbers reported on corporate financial reports. All analytical concepts, discussed in this book, are demonstrated with the use of real-life case studies based on data extracted from financial statements of multiple corporations. For example, in chapter five, several analytical tools are presented to evaluate a company with a high bankruptcy risk. The analysis in all chapters ensures a ‘down-to-earth’ focus, as well as a purely practical orientation of Jacek’s work.”

— Ahmad H. Jumah , Associate Professor of Accounting, University of Illinois Springfield 

“Jacek’s book goes beyond simply helping readers understand what financial statements contain. His book innovatively helps readers use those statements to gather true insight into a company’s performance and operations. Through one timely example after another, readers come away with a far deeper sense of the power of effective and transparent financial reporting.”

“This book is extraordinary because of innovative features such as online appendix, Excel files, and webinar-form lectures. It includes interesting real-life cases which will attract readers’ attention. This book is quite different from existing accounting books and will be an outstanding tool for financial statement analysis.”

— Felipe A. Pérez Sosa , EGADE Business School, Tecnológico de Monterrey 

“Jacek’s writing on accounting is sharp and illuminating. His latest is no exception and a must read for those trying to understand the art of financial reporting.”

— Jamie Powell , FT Alphaville

Jacek Welc is an Assistant Professor at Wroclaw University of Economics, Poland and a Professor of Corporate Finance at SRH Berlin University of Applied Sciences, Germany. From 2003 to 2007 he was an independent consultant in the areas of corporate valuation, management accounting, and financial accounting. Having also been Head of the Corporate Finance Department at Dexus Partners, Jacek now co-owns a consultancy specialising in corporate financial services called WNP Ekspert. He has written and published a number of articles, as well as a two books: Applied Regression Analysis for Business: Tools, Traps and Applications (Springer, 2017) and Reading Between the Lines of Corporate Financial Reports: In Search of Financial Misstatements (Palgrave Macmillan, 2020).

Book Title : Evaluating Corporate Financial Performance

Book Subtitle : Tools and Applications

Authors : Jacek Welc

DOI : https://doi.org/10.1007/978-3-030-97582-1

Publisher : Palgrave Macmillan Cham

eBook Packages : Business and Management , Business and Management (R0)

Copyright Information : The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG 2022

Softcover ISBN : 978-3-030-97581-4 Published: 26 May 2022

eBook ISBN : 978-3-030-97582-1 Published: 25 May 2022

Edition Number : 1

Number of Pages : XXV, 324

Number of Illustrations : 4 b/w illustrations

Topics : Business Finance , Financial Accounting , Accounting/Auditing

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Moscow as a global financial center

Head of Moscow’s Department of Economic Policy and Development, Maksim Reshetnikov, discusses the issue. Source: Kommersant

Head of Moscow’s Department of Economic Policy and Development, Maksim Reshetnikov. Source: Kommersant

Officials have long been planning to turn Moscow into a “World Financial Center.” The location of the headquarters, of which there may be many, has been left up to the financiers. Municipal authorities are tasked with improving the urban environment generally. In this interview, Maksim Reshetnikov, Head of Moscow’s Department of Economic Policy and Development discusses the city’s prospects.

RBC Daily: A recent conference was held on preparations for the G-20 summit, which will take place in Moscow this year. What did foreign experts say about Moscow’s chances of becoming a world financial center?

Maksim Reshetnikov : “You should attend to the city in the first place. If you have the city, you’ll have everything else.” That’s what a former leader of the state of Hesse, where Frankfurt-am-Main is located, said.

Creating a World Financial Center (WFC) is one way to introduce global quality-of-life standards in Moscow; it is part of the strategy aimed at improving the urban environment. We’re not doing it just for the foreigners who come here, and we’re not doing it for top-flight specialists. We’re doing it for everyone who lives in the city.

It’s the responsibility of the authorities to make the city comfortable for the people who live here.

RBC Daily: Where does the WFC come in?

M.R.:  The WFC status means that we seek to achieve the highest standards. We want to create conditions that would suit the most demanding professionals — people who can afford to choose where they live from amongst the world’s best cities. We should put Moscow on a par with these cities.

Everyone notes that the city has become more and more difficult to live in over the past five or six years. Everyone understands that it will be hard to reverse this trend. Money alone will not solve all the problems we face. There needs to be a change in the way people behave — the way they behave on public transport and on the roads.

RBC Daily: The search for a site for the WFC continues. Initially Rublyovo-Archangelskoye was proposed. Now the talk is about Kommunarka…

M.R.:  There will definitely be a major office and business center at Kommunarka. Similar centers will be set up in Rublyovo-Archangelskoye, Skolkovo and Salaryevo, because the city is interested in creating world-class jobs in the outskirts. You cannot have people from the entire Moscow metropolitan area commuting to the center every day; a counter flow should be created.

As to where the biggest number of banks will be located, it is up to the financial community to decide. It has a powerful self-regulating mechanism. If the bankers say, for example, “we’ve made our decision, we‘ll go to such and such a place and we’ll need such and such federal agencies there,” I think the federal government will study these proposals and make the relevant decisions.

RBC Daily:   So, Moscow is not going to have its own Wall Street or downtown — places where all business life will be concentrated?

M.R.:  We have Moscow City.

RBC Daily: But there is no stock exchange there. There are offices, apartments and trade centers.

M.R.:  Several big banks have their headquarters there. All the city can do is to create the proper conditions: for example, offer enough office space and good transportation between various parts of the city. But Moscow does not own the stock exchange and it cannot tell it where to move.

RBC Daily:   What else can Moscow do to lure foreign specialists from London, New York or Frankfurt to Russia?

M.R.:  First, there is a niche in a number of regional financial centers. A Turkish businessman who spoke at the conference said his company was building several glass factories in Russia. While his firm had originally been planning to locate them in London, it has now decided in favor of Moscow because its business is here. The company is aware of the risks, but thinks they are worth taking.

RBC Daily: How would Moscow benefit from the creation of a WFC? Have any targets been set?

M.R.:  At present, the share of the financial sector in the city’s economy can be measured by profit tax, which amounts to 55 billion rubles [$1.8 billion], or about one-sixth of all profit tax collection. That accounts for about 5 percent of all tax revenues, plus personal income tax: financial institutions usually pay very reasonable salaries.

The next indicator is the demand for real-estate, upscale real-estate, and taxes. Financial organizations form the demand, which is then transmitted down the chain, starting with cleaning companies and ending with legal firms.

RBC Daily: Have any deadlines been set for the creation of the WFC and how is cooperation with the federal agencies proceeding? M.R.:  The WFC is not the Olympic Games or the World Cup. We will work as long as it takes, but not eternally. Of course there are some cut-off points. The issue is under the control of the president and the prime minister.

First published in Russian in  RBC Daily .

All rights reserved by Rossiyskaya Gazeta.

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New era begins at Moscow City Hall

Monday’s Moscow City Council meeting ushered in a new era as three new city councilmembers, a new city supervisor and new mayor were sworn into office.

Mayor Art Bettge took the oath of office, Julia Parker, Hailey Lewis and Gina Taruscio were sworn onto City Council and Bill Belknap took his position as the new city supervisor.

Much of the meeting was devoted to sharing kind words for outgoing mayor Bill Lambert, outgoing city supervisor Gary Riedner and outgoing city council member Brandy Sullivan.

Riedner is leaving after 26 years.

“Gary embodies the complex multifaceted character trait of understanding,” city attorney Mia Bautista said.

Deputy city supervisor Tyler Palmer said Riedner practiced “selfless service” and his work to oversee Moscow’s city services affected every citizen.

Deputy city supervisor Jen Pfiffner said Riedner has worked through every hard decision with an empathetic approach and is a “living example of ethical management.”

Riedner then took to the podium to share his brief remarks.

“I don’t know who you folks were describing tonight,” he joked. “He sounds like a heck of a guy.”

Riedner thanked city staff for doing their jobs with the “heart of a servant” and said he was grateful to work with the mayor, council and the community.

“The community means a lot to me,” he said.

As a parting gift, he was allowed to keep a wooden duck decoy that was part of Moscow’s public art collection and on Riedner’s wall since 2004.

As Lambert gave his final remarks, he thanked the 170 people who work for the city as well as the many who volunteer on the city’s commissions.

“That’s what makes our city great is the volunteerism,” he said.

He credited the council for being steadfast in their actions, including when it came to making decisions in response to COVID-19. He said they did what they thought was right for the community and did not let politics interfere with their decision making.

Lambert has served the city of Moscow for 21 years as a member of the planning and zoning commission, board of adjustment, city council and as mayor.

“I never took it for granted ever,” he said.

As Parker, Lewis and Taruscio were sworn in, it began what is likely the first term in Moscow’s history with a council of all women.

Sullivan chose not to run for re-election this year and former council member Bettge now takes his post as mayor.

Sullivan thanked residents for being involved in city government by attending meetings and joining commissions. She credited the council for being respectful of each other and approaching issues with an open mind.

“You all play a big part in why this has been a positive experience for me,” she said.

Traveling the "The Road to 10G" in the Pacific Northwest

I was a young guy fresh out of the Marine Corps when I took a job in my wife’s hometown of Atlanta as an installer with a cable company.

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