Materials Needed for the Financial Planning Program
Course Books
Students are responsible for purchasing their textbooks. You can purchase the books through the BU Campus Store website or through your preferred retailer.
- Course 1: Introduction to Financial Planning
Tools and Techniques of Financial Planning, 14th Edition, by Stephan R. Leimberg - 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 3: Investments
The Tools & 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, 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
Computer Requirements
To complete the Financial Planning Certificate Program, students must have access to a desktop computer or laptop. We do not recommend that students 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.
Visit BU’s online learning tech guide for more information.
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 view a brief introduction or purchase the guide Financial Calculator Essentials.
Request Information
To download a program brochure and learn more about the Online Financial Planning Certificate offered by Boston University, please fill out the form. You can also contact an enrollment advisor directly by calling (857) 971-4728.