Textbooks

General Principles of Financial Planning

  • The Tools and Techniques of Financial Planning, Leimberg.
    Contact instructor for information on Keir texts and materials.

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Insurance Planning

  • The Tools and Techniques of Life Insurance Planning, Leimberg.
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Investment Planning

  • The Tools and Techniques of Investment Planning, Leimberg.
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Income Tax Planning

  • The Tools and Techniques of Income Tax Planning, Leimberg.
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Retirement Planning

  • The Tools and Techniques of Employee Benefit and Retirement Planning, Leimberg.
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Estate Planning

  • The Tools and Techniques of Estate Planning, Leimberg.
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Capstone

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.