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Minnesota State University, Mankato

Minnesota State University, Mankato
Continuing & Professional Education

Course Materials

Page address: http://www.mnsu.edu/continuinged/cfp/students/materials.html

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, 3rd Edition
    Michael A. Dalton, Joseph M. Gillice, and Thomas P. Langdon
    ISBN - 978-1-936602-09-4
     
  • Fundamentals of Financial Planning / Insurance Planning, 2nd Edition
    Publisher: Money Education
    ISBN - 978-1-936602-04-9
     
  • Textbooks may be ordered online, options include:

CFIN 202 Investment Planning

  • Fundamentals of Investment Management, 10th Edition
    Author: Stanley Block, Geoffrey Hirt
    Publisher: McGraw Hill/Irwin Series in Finance, Insurance and Real Estate
    ISBN:  978-0078034626
     
  • Textbooks may be ordered online, options include:

CFIN 203 Tax Planning

  • Income Tax Planning, 6th Edition
    Thomas P. Langdon, E. Vance Grange and Michael A. Dalton
    Publisher: Money Education (Me™)
    ISBN - 978-1-936602-13-1
  • Textbooks may be ordered online, options include:

CFIN 204 Retirement Planning

CFIN 205 Estate Planning

  • Estate Planning for Financial Planners, 7th Edition
    Michael A. Dalton and Thomas P. Langdon
    ISBN - 978-1-936602-12-4
  • 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:

 CFIN 206 Financial Plan Development Case Studies-Capstone Course

  • Financial Plan Development Textbook, 3rd Edition
    ISBN" 9781937404369
    Publisher: Keir Educational Resources
  • Textbooks may be ordered online, options include:

 

Syllabi

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

 

Please contact us if you have any additional questions.