Course Materials

Here you will find a comprehensive list of Financial Planning Certificate Program textbooks as well as current course syllabi. Additional materials are available through the Keir Educational Resources.

 

Required Textbooks

CFIN 201 Principles of Financial Planning & Insurance

• Fundamentals of Financial Planning, 2nd Edition
  Michael A. Dalton
  ISBN - 978-1-936602-03-2
   
• Fundamentals of Financial Planning / Insurance Planning, 2nd Edition
  Publisher: Money Education
  ISBN - 978-1-936602-04-9
   
• Textbooks may be ordered online, options include:
  • Minnesota State Mankato's Bookstore (Department is: CFIN)
  • Publisher
     

CFIN 202 Investment Planning

• Fundamentals of Investment Management, 10th Edition
  Hirt and Block and Somnath Basu
  Publisher: McGraw Hill
  ISBN:  0078034620/9780078034626
   
• Textbooks may be ordered online, options include:
  • Minnesota State Mankato's Bookstore (Department is: CFIN)
  • Publisher

CFIN 203 Tax Planning

• Income Tax Planning for Financial Planners, 5th Edition (5th edition available in April 2012)
  Thomas P. Langdon, E. Vance Grange and Michael A. Dalton
  Publisher: Money Education (Me™)
  ISBN - 978-1-936602-02-5
• Textbooks may be ordered online, options include:
  • Minnesota State Mankato's Bookstore (Department is: CFIN)
  • Publisher

CFIN 204 Retirement Planning

• Retirement Planning and Employee Benefits for Financial Planners, 8th Edition
  Michael A. Dalton
  ISBN - 978-1-936602-05-6
• Textbooks may be ordered online, options include:
  • Minnesota State Mankato's Bookstore (Department is: CFIN)
  • Publisher

CFIN 205 Estate Planning

• Estate Planning for Financial Planners, 6th Edition
  Michael A. Dalton and Thomas P. Langdon
  Publisher: Money Education (Me™)
  ISBN - 978-1-936602-01-8
  http://www.money-education.com/estates.html
• Wills & Trusts, 4th Edition
  Robert L. Mennell & Sherri L. Burr
  Publisher:  Thomson-West
  ISBN: 978-0-314-28062-6
• Optional text: Tools & Techniques of Estate Planning, 15th Edition
  Leimberg
  ISBN: 9780872189881
• Textbooks may be ordered online, options include:
  • Minnesota State Mankato's Bookstore (Department is: CFIN)

 

Syllabi

The following is a list of course syllabi. Be sure to verify the date and location of your course when reviewing syllabi.

 

• [PDF] CFIN 205 Estate Planning (57 KiB)
  • Course meets in Edina on Tuesdays: August 28-November 13, 2012
• [PDF] CFIN 201 Principles of Financial Planning & Insurance  (79 KiB)
  • Course meets in Edina on Weekends: September 7-October 12, 2012
• [PDF] CFIN 205 Estate Planning (56 KiB)
  • Course meets in ONLINE: October 15-December 16, 2012
• [PDF] CFIN 202 Investment Planning (26 KiB)
  • Course meets in Edina on Weekends: October 26-December 7, 2012
• [PDF] CFIN 201 Principles of Financial Planning and Insurance (86 KiB)
  • Course meets in Edina on Tuesdays: December 4, 11, 18, 2012; January 8, 15, 22, 29; February 5, 12, 19, 26, 2013

Please contact us if you have any additional questions.