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CFP Booklist - CFP Book List

By Sharon Cooper,2014-12-26 10:55
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CFP Booklist - CFP Book List

    Page 1 of 2

     CFP Book List (December, 2010)

    Titles used in Merrimack College CFP courses

    The following titles for CFP courses may be purchased from the Merrimack College bookstore at www.merrimack.bkstore.com or at the publisher’s website if shown

    below. Prices and availability are subject to change.

FP 101 Introduction to Financial Planning th(1) Personal Financial Planning: Theory & Practice, 6 Ed. ISBN 978-1-4277-9450-5

     Authors: Michael A. Dalton, et al th(2) Understanding Your Financial Calculator 4 Ed. ISBN 978-1-4195-5981-8

     Authors: Kaplan Financial

    (3) A HP12C Financial Calculator is required for this course. The calculator can be purchased on the

    bookstore site above, at http://www.shopping.hp.com/calculator, or at a local Staples outlet.

    FP 102 Risk Management & Insurance rdFundamentals of Insurance Planning, 3 Ed. ISBN 978-1-9328-1969-4 Authors: Burton T Beam and Eric A Wiening

    FP 103 Investment Planning thInvestments: An Introduction, 10 Ed. ISBN 978-0-538-45209-0 Author: Herbert Mayo

    FP 104 Tax Planning rdIncome Tax Planning for Financial Planners, 3 Ed. ISBN 978-0-9801299-6-0 Authors: Thomas P. Langdon, E. Vance Grange, Michael A. Dalton

    Publisher website: http://www.money-education.com/

FP 105 Retirement & Employee Benefits Planning

    Retirement Planning & Employee Benefits for Financial Planners, 6th Ed.

    Author: Michael A. Dalton ISBN 978-0-9801299-7-7

    Publisher website: http://www.money-education.com/

    FP 106 Estate Planning th Estate Planning for Financial Planners, 5Ed. ISBN 978-0-9801299-5-3 Authors: Michael A. Dalton and Thomas P. Langdon

    Publisher website: http://www.money-education.com/

    Continued on page 2

    Page 2 of 2

    CFP Book List (December, 2010)

    Titles used in Merrimack College CFP courses

    The following titles for CFP courses may be purchased from the Financial Planning office at O’Reilly Hall, room 209, by calling 978-837-5182, or upon registration on

    the CFP website for the courses below.

FP 107 Case Analysis $125 (if purchased separate from Review Set below)

    Kaplan Case Book Vol. 7 Authors: Kaplan Schweser

    FP 108 Comprehensive Review Kaplan Essential Solution Review Set $400 Set package includes Vols. 1 - 6 Study Guides, Vol. 7 Case Book, Mock Exams, Q-bank, and access to other online tools.

Kaplan Essential Solution Review Set without Case book $350 Set package w/o Case Book

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