CFP Textbooks

Institute for Financial Studies

CERTIFIED FINANCIAL PLANNER™ Certification Education Program Course Materials

Except for Insurance Planning & Risk Management, textbooks for this program are not available at the college bookstore. They are ordered directly from the publishers. Please allow sufficient time to receive books and read the first assignment by the first class. To order books, please review the list of required book titles under each FP module and contact each publisher by phone or e-mail. If you have any questions, please contact Melissa Chandler at 904.381.3772, e-mail machandl@fscj.edu.

Fundamentals of Financial Planning:
FP1 - MED0100

Order the following textbook directly from Klista Zimmerman, National Underwriter, 800.543.0874, ext. 2207, 512.260.3030, e-mail kzimmerman@nuco.com, or click here to order online. Make sure to click the "Apply Coupon" button upon checkout to receive your discount

Tools & Techniques of Financial Planning (8th Edition), National Underwriter - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Financial Planning Intro Multiple Choice Question Workbook 2008, Keir - Required

Financial Planning Intro Summary Review 2008, Keir - Required

Financial Planning Case Studies 2008, Keir - Required

Insurance Planning & Risk Management:
FPII - MED0101

Purchase the following textbook at the Downtown Campus Bookstore:

Fundamentals of Risk and Insurance, 10th edition by Emmett J. Vaughan and Therese M. Vaughan, published by John Wiley & Sons - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Summary Review for Insurance Planning 2008, Keir - Required
Multiple Choice Question Workbook for Insurance Planning 2008, Keir - Required
Case Study Workbook for Insurance Planning 2008, Keir - Required

Investment Planning:
FPIII - MED0102

Tools and Techniques of Investment Planning

Tools & Techniques of Investment Planning (3rd edition) National Underwriter - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Summary Review for Investment Planning 2008 Keir - Required
Multiple Choice Question Workbook for Investment Planning 2008 Keir - Required
Case Study Workbook for Investment Planning 2008 Keir - Required

Income Tax Planning:
FPIV - MED0103

Tools and Techniques of Income Tax Planning

Tools & Techniques of Income Tax Planning (2nd Edition), National Underwriter - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Summary Review for Income Tax Planning 2008, Keir - Required
Multiple Choice Question Workbook for Income Tax Planning 2008, Keir - Required
Case Study Workbook for Income Tax Planning 2008, Keir - Required

Retirement Planning:
FPV - MED0104

Order the following textbook directly from Klista Zimmerman, National Underwriter, 800.543.0874, ext. 2207, 512.260.3030, e-mail kzimmerman@nuco.com, or click here to orde online. Make sure to click the "Apply Coupon" button upon checkout to receive your discount

Employee Benefit and Retirement Planning, 10th Ed.

Tools & Techniques Employment Benefit and Retirement Planning (10th edition), National Underwriter - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Summary Review for Employment Benefit and Retirement Planning 2008, Keir - Required
Multiple Choice Question Workbook for Employee Benefit and Retirement Planning 2008, Keir - Required
Case Study Workbook for Employment Benefit and Retirement Planning 2008, Keir - Required

Estate Planning:
FPVI - MED0105

Tools & Techniques Estate Planning (14th edition), National Underwriter - Required

Order the following three workbooks directly from Mary Grace Caudill, Keir Publishing 800.795.5347, ext. 101, e-mail mcaudill@keirsuccess.com, or click here to order online.

Summary Review for Estate Planning 2008, Keir - Required
Multiple Choice Question Workbook for Estate Planning
2008, Keir - Required
Case Study Workbook for Estate Planning 2008, Keir - Required

Contacts:

Publisher	Contact	Phone Number	E-Mail
National Underwriter	Klista Zimmerman	512.260.3030	kzimmerman@nuco.com
Keir Publishing	Mary Grace Caudill	800.795.5347, ext. 101	mcaudill@keirsuccess.com

Florida State College at Jacksonville Institute for Financial Studies Contacts: If you have any questions about ordering materials online, please e-mail Melissa Chandler or call 904.361.6261.