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.