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:
- Tools and Techniques of Investment Planning, 2nd Edition
by Stephan R. Leimberg
Review:
- Summary Review for Investments
by Keir Educational Resources
Course 4 – Tax Planning
Textbooks:
- Income Tax Planning, 6th 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
No textbooks required
Additional Recommended Materials
Financial Calculator:
- HP12C Financial Calculator
by Hewlett Packard