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:
Fundamentals of Risk and Insurance, 10th Edition
by Emmett J. Vaughan and Therese M. Vaughan
Review:
Summary Review for Insurance Planning (Risk Mgmt.)
by Keir Educational Resources
Course 3 – Investments
Textbooks:
Investments: An Introduction, 10th Edition
by Herbert B. Mayo
Review:
Summary Review for Investments
by Keir Educational Resources
Course 4 – Tax Planning
Textbooks:
Income Tax Planning for Financial Planners, 5th 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:
Employee Benefits and Retirement Planning, 12th 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
No textbooks required
Additional Recommended Materials
Financial Calculator
HP12C Financial Calculator
by Hewlett Packard
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
