Financial Planning Program Online

CFP® Course Books and Materials

Free books in January

The eight course books and the six Keir review books listed below are required for the Financial Planning Program online.

Students may purchase books via the links. Books are available at a discount with the Gold and Platinum full program packages and also with purchase of individual courses.

Course 1: Introduction to Financial Planning

Course 2: Insurance and Risk Management

Course 3: Investments

Course 4: Tax Planning

Course 5: Retirement Planning and Employee Benefits

Course 6: Estate Planning

Course 7: Capstone Course in Financial Planning

Keir Review Books:

Additional Materials

Financial Calculator: Students will be required to purchase the HP12C calculator.