CFP® Course Books and Materials

The seven-course 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 full program bundle packages and also with the purchase of individual courses.

Course 1: Introduction to Financial Planning

• Tools and Techniques of Financial Planning, 13th Edition
  by Stephan R. Leimberg

Course 2: Insurance and Risk Management

• Insurance Planning, 7th Edition
  by Dalton, Gillice and Langdon from Money Education

Course 3: Investments

• Tools and Techniques of Investment Planning, 4th Edition
  by Stephan R. Leimberg

Course 4: Tax Planning

• Income Tax Planning, 16th Edition
  by Thomas P. Langdon, E. Vance Grange, Michael A. Dalton

Course 5: Retirement Planning and Employee Benefits

• The Tools and Techniques of Employee Benefits & Retirement Planning, 18th Edition
  by Stephen R. Leimberg, Joseph F. Stenken, and John J. McFadden

Course 6: Estate Planning

• Principles of Estate Planning, 4th Edition
  by Carolynn Tomin and Colleen Carcone

Course 7: Capstone Course in Financial Planning

• The Fundamentals of Writing a Financial Plan, 2nd Edition
  by John E. Grable, Michelle E. Kruger, and Megan R. Ford

Additional Materials

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

Optional Requirement

• Calculator Instruction Book: It’s optional for students to purchase the Financial Calculator Essentials book.