Textbook Information


There are 6 courses within the program. You are responsible for ordering your materials prior to each course.
Online assets will be assigned upon order by course. We have the following material order options available:

Automated Course Material Shipment
If you elect Automated Billing and Shipping you won’t have to remember to order your materials prior to each course. You will be billed and shipped material 35 days prior to the start date of your course.
To start your Automated Course Material Shipment, contact your Account Manager or your Academic Advisor at 888-450-4681 at least 3 weeks prior to your first course start date.

Order Materials Prior to each Course through Online Portal
Prior to each course, you must order the material that corresponds with the upcoming course. Log-in to your online portal and place your order at least 3 weeks prior to each course start date. You may also call 888-450-4681 if additional assistance is needed.

Please note: Prices and editions are subject to change without notice.

Fundamentals and Ethical Considerations & Insurance and Employee Benefits
  • General Financial Planning Principles, Professional Conduct, and Regulation Textbook
  • Risk Management, Insurance, and Employee Benefits Planning Textbook
  • Understanding Your Financial Calculator, 6th Edition
  • Qbank and Core Lecture Video Access
  • Price: $159 (plus shipping) with optional eBook add-on: $40 (per textbook)
Investment Planning
  • Investment Planning Textbook
  • Qbank and Core Lecture Video Access
  • Price: $79 (plus shipping) with optional eBook add-on: $40
Income Tax Planning
  • Tax Planning Textbook
  • Qbank and Core Lecture Video Access
  • Price: $79 (plus shipping) with optional eBook add-on: $40
Retirement Planning
  • Retirement Savings and Income Planning Textbook
  • Qbank and Core Lecture Video Access
  • Price: $79 (plus shipping) with optional eBook add-on: $40
Estate Planning
  • Estate Planning Textbook
  • Qbank and Core Lecture Video Access
  • Price: $79 (plus shipping) with optional eBook add-on: $40
Capstone Case Course
  • Personal Financial Planning Cases and Applications, 10th Edition
  • Price: $93 (plus shipping) with optional eBook add-on: $40


Choosing A Calculator:
This is the lower-priced of the HPs (under $50). It is a mix of the previous two. This calculator doesn’t offer as many prompts as the HP17BII, but it does provide for faster keystrokes. It works like a typical calculator and looks more stylish than its predecessor, the HP1OB. Its low priced, so it’s good for someone who doesn’t want to spend a fortune on a calculator, yet wants a decent one.
This is the mid-priced calculator (around $70). This calculator is not as user friendly as the 17BII. It uses a polish notation, which is somewhat of a backward calculation format. For example: on a regular calculator, if you were to add two numbers you would key in (5+6=). In contrast, the HP12C would require (5 enter 6 +). This is somewhat difficult to get used to. The calculator offers no prompts. However, it is much faster to key in the calculations. It is a more stylish looking calculator, and it is the most popular with financial planners. There is somewhat of a delay when calculating Time Value of Money but not enough to make a huge difference.

This is the most expensive (around $100) of the three. It is a very user-friendly calculator that will walk the user through most calculations. It takes a little longer to go through calculations because of the prompts; that can be frustrating until you know how to use your calculator.Note to students: The following calculators are not recommended unless the user is already experienced in their usage. The calculations on these financial calculators are more time consuming. However, both are low priced and will do all of the calculations necessary.

This calculator does give many prompts and is fairly easy to use, but it is very time consuming. It also has some particular keystrokes that may make it a little difficult to get used to.
Sharp EL-733A
Not many financial planners use this calculator. It does have some extra features but few prompts.
Important Notice on Calculator Usage
Candidates need to be aware that CFP Board has issued the following statement:***
“Effective immediately and beginning with the July 2008 examination, students will be advised that programming functions on a programmable calculator are not to be used and calculators are to be cleared of all programmed formulas prior to each section of the examination. Calculators are subject to inspection by proctors and violation of this policy will result in removal from the examination and forfeiture of the exam registration fee.”This means that if you are using the HP17BII or another programmable calculator, you need to make sure you are prepared to answer calculation type questions without the assistance of built in formulas. The best way to make sure you are prepared is to practice, practice, practice. Use the Calculator book (Understanding Your Financial Calculator) that comes as part of the Premium Solution – it shows the keystrokes for just about all types of calculation type questions you might experience on the CFP Exam and has a lot of practice questions.Note to students: These descriptions reflect upon all five of financial calculators that are allowed into the CFP@ Certification Examination. Intimately, when choosing a financial calculator, it is important to find one that best suits your learning capabilities and needs. Also, we suggest you consult the opinion of friends and co-workers that may use anyone of these financial calculators on a daily basis.

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