Financial Planning Certificate Program

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

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

Additional Materials

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

Optional Requirement