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Computer Requirements

To complete the Financial Planning program, students must have access to either a Mac or PC. We recommend that students do not use a tablet to complete coursework, as the Blackboard platform does not allow students to submit assignments or take exams (among other functions) using a tablet. The BU Tech Services website provides additional information on technical and system requirements.

Financial Calculator

For this program, you’ll need access to an HP12C financial calculator, for more information visit the Hewlett Packard website. This calculator can be purchased from multiple retailers. To learn more about how to use a financial calculator, students can also purchase the Financial Calculator Essentials book by going to the Dalton Education website.

Course Books

The books for all seven courses in the Financial Planning program are listed below. You can enroll in your course with the book included, at a discount, or you can purchase your books separately.

Note: To be eligible to receive any promotional product offers on textbooks, you must have a physical shipping address in the United States of America. We cannot ship course books to addresses outside the United States.

Course 2: Insurance and Risk Management

Insurance Planning, 7th edition by Michael A. Dalton, James F. Dalton, Joseph M. Gillice, and Thomas P. Langdon

Course 4: Tax Planning

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

Course 5: Retirement Planning and Employee Benefits

The Tools & Techniques of Employee Benefits and 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 in Financial Planning

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

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To learn more, contact an Enrollment Advisor at +1-617-502-8822 or complete the form below.

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