The following textbooks are required for each program. Students have the option to purchase books themselves individually via the links below, or can purchase as a set for $1,500 as part of a Gold or Platinum bundle. If you are taking individual courses, you can add each title for at a discounted price as you enroll.
Course 1 – Introduction to Financial Planning
Textbooks:
- Tools and Techniques of Financial Planning, 10th Edition
by Stephan R. Leimberg - Keir Educational Resources’ Guide for Your Financial Calculator
by Keir Educational Resources
Review:
- Summary Review for Financial Planning Intro
by Keir Educational Resources
Course 2 – Risk Management
Textbooks:
- Insurance Planning, 3rd edition
by Dalton, Gillice and Langdon from Money Education
Review:
- Summary Review for Insurance Planning (Risk Mgmt.)
by Keir Educational Resources
Course 3 – Investments
Textbooks:
- Tools and Techniques of Investment Planning, 3rd Edition
by Stephan R. Leimberg
Review:
- Summary Review for Investments
by Keir Educational Resources
Course 4 – Tax Planning
Textbooks:
- Income Tax Planning, 8th Edition
by Thomas P. Langdon, E. Vance Grange, Michael A. Dalton
Review:
- Summary Review for Tax
by Keir Educational Resources
Course 5 – Retirement and Employee Benefit Planning
Textbooks:
- The Tools and Techniques of Employee Benefits & Retirement Planning, 13th Edition
by Stephen R. Leimberg and John J. McFadden
Review:
- Summary Review for Retirement Planning
by Keir Educational Resources
Course 6 – Estate Planning
Textbooks:
- Principles of Estate Planning
by Carolynn Tomin and Colleen Carcone
Review:
- Summary Review for Estate Planning
by Keir Educational Resources
Course 7 – Capstone Course in Financial Planning
(January 2014 and after only)
- The Process of Financial Planning, Developing a Financial Plan, 2nd Edition
by Ruth H. Lytton, John E. Grable and Derek D. Klock
Additional Recommended Materials
Financial Calculator:
- HP12C Financial Calculator
by Hewlett Packard