CFP^® – Financial Plan Development Capstone – Books and Materials

Cost-effective supplementary study materials, provided in partnership with Keir Educational Resources and The National Underwriter Company (NuCollege), are available for your studying success. Students enrolled in the Certified Financial Planner (CFP^{^®}) program are required to purchase their own textbooks.

The National Underwriter (NuCollege) - The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition

To receive a 15% discount you must click on the apply coupon button at checkout. Failing to click on the apply coupon button at check-out will result in no discount. The coupon code is J02SMNU for one book and the code is 4964 if you purchase more than one textbook at a time and you will receive 25%.

Other Required Knowledge and Material

CFP Board’s Standards of Professional Conduct, Certified Financial Planner Board of Standards Inc. (To be distributed in class by instructor).
Spreadsheet knowledge
Financial function Calculator- Although several different makes and models of financial calculators are permitted to be used on the course exams and the actual CFP Certification Exam, the instructors will only be providing complete keystroke coverage for the Hewlett-Packard HP-10-B II calculator. This will reduce the amount of time spent in teaching calculator instructions in class and will help prevent the confusion that can result with trying to provide too many different calculator input instructions to different students with different calculators at the same time. Compared to another commonly used calculator, the HP-12C calculator, the HP-10B II is less expensive to purchase, faster, and more precise on calculations involving partial periods, and is also the only financial function calculator that receives universal calculator keystroke coverage from all of the major CFP textbook publishers, such as Keir, Kaplan, College for Financial Planning, and The American College.

For more information regarding the CFP^® Certification Examination, please visit www.CFP.net.

Program Details

Format: Mondays & Wednesdays | On-Campus or Live Virtual
Dates: Mar. 27 - May 29, 2024
Time: 7:00pm - 8:30pm (Mon.)
Time: 7:00pm - 10:30pm (Wed.)
Hours: 45 Hours / 4.5 CEUs
Sessions: 15
Fee: $800
Location: Boca Raton Campus or Live Virtual