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COURSE MATERIALS
Calculator
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HP10B11 Financial Calculator and Workbook
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Students have the option of providing their own calculator or purchasing a Hewlett Packard 10B11 Financial Calculator and workbook at the same time they purchase their textbooks. Faculty and students find the 10B11 to be very user friendly and the workbook provides step-by-step instruction on each of the keystrokes.
Testing Options
At the completion of each course, students will be given a login and password to access the online testing system. Students will use the computer labs at the Stamford Campus for the proctored exam.
Books
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The study guides used in the Financial Planning Certificate Program are published by the
College of Financial Planning.
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Each course has a boxed set of books and includes a testing platform for that class.
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Registered students will be able to pick up their study guides on the first evening of class.
Supplemental Textbooks and Readings
Financial Planning Process & Insurance:
Chandler, Darlene K. et al, Risk Management for Financial Planners, 2nd edition, The National Underwriter Company, 2007. ISBN # 0-87218-934-8 Softcover
Leimberg, Stephan R., Doyle, Robert; Tools & Techniques of Life Insurance Planning, 4th edition, The National Underwriter Company, 2007 ISBN # 0-87218-933-1 Softcover
Investment Planning:
Hirt, Block, and Basu, Investment Planning for Financial Professionals, 1st edition. McGraw-Hill Higher Education, 2006. ISBN # 978-0-07143-721-9 Hardcover
Income Tax Planning:
Hoffman, William H., Smith, James E., Eugene Willis; West Federal Taxation 2008: Individual, 31st ed. Thomson South-Western, 2007. Regular edition ISBN# 0324380593 Hardcover. Our custom edition ISBN 0324681771 Softcover
Retirement Planning & Employee Benefits:
Michael A. Dalton, Retirement Planning & Employee Benefits for Financial Planners, 4th edition, ME (Money Education), 2007 . ISBN # 0-9748945-8-3 Hardcover. Our custom edition ISBN 0-9748945-9-1 Hardcover
Minor, Deborah, Editor, 2008 Tax Facts on Insurance & Employee Benefits, NULaw Services, a department of National Underwriter, 2008. ISBN # 978-0-87218-941-6 Softcover
Estate Planning:
Dalton, Langdon, Estate Planning for Financial Planners, 4th edition, ME (Money Education), 2007. Regular edition ISBN # 0-9748945-6-7 or 978-0-9748945-6-0 Hardcover. Our custom edition is ISBN 0-9748945-7-5 or 978-0-9748945-7-7 Hardcover
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