Boston University - Online CFP Certification Education Program

CFP® Review Book Bundle

The BU book bundle provides you all of the textbooks you need for your CFP® studies.  This is a complete bundle that gives you all required textbooks for the 7 courses. Buy the bundle and save.
books_cfp2

Course 1 – Introduction to Financial Planning

  • Tools and Techniques of Financial Planning, 10th Edition
    by Stephan R. Leimberg
  • Keir Educational Resources’ Guide for Your Financial Calculator
    by Keir Educational Resources
  • Summary Review for Financial Planning Intro 
    by Keir Educational Resources

Course 2 – Risk Management

  • Insurance Planning, 3rd edition
    by Dalton, Gillice and Langdon from Money Education
  • Summary Review for Insurance Planning (Risk Mgmt.) 
    by Keir Educational Resources

Course 3 – Investments

  • Tools and Techniques of Investment Planning, 3rd Edition
    by Stephan R. Leimberg
  • Summary Review for Investments 
    by Keir Educational Resources

Course 4 – Tax Planning

  • Income Tax Planning, 6th Edition
    by Thomas P. Langdon, E. Vance Grange, Michael A. Dalton
  • Summary Review for Tax 
    by Keir Educational Resources

Course 5 – Retirement and Employee Benefit Planning

  • The Tools and Techniques of Employee Benefits & Retirement Planning, 13th Edition
    by Stephen R. Leimberg and John J. McFadden
  • Summary Review for Retirement Planning
    by Keir Educational Resources

Course 6 – Estate Planning

  • Principles of Estate Planning
    by Carolynn Tomin and Colleen Carcone
  • Summary Review for Estate Planning 
    by Keir Educational Resources

Course 7 – Capstone Course in Financial Planning

  • The Process of Financial PlanningDeveloping a Financial Plan, 2nd Edition
    by Ruth H. Lytton, John E. Grable and Derek D. Klock

Boston University

Course Start Dates

For More Information