Required Textbooks:

CFPE 1101 Financial Planning Process & Insurance

  • Tools & Techniques of Life Insurance Planning (current edition), Leimberg & Doyle, National Underwriter Company
  • Risk Management for Financial Planners (current edition), Chandler et. al, National Underwriter Company

CFPE 1102 Investment Planning

  • Investments: An Introduction (current edition), Mayo, The Dryden Press

CFPE 1103 Income Tax Planning

  • West Federal Taxation, Individual Income Taxes (current edition), South-Western

CFPE 1104 Retirement Planning & Employee Benefits

  • Retirement Planning and Employee Benefits for Financial Planners (current edition), Dalton, ME (Money Education)
  • 2006 Tax Facts on Insurance and Employee Benefits, Student Edition (current edition), The National Underwriter Company

CFPE 1105 Estate Planning

  • Estate Planning for Financial Planners (current edition), Dalton, ME (Money Education)