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Textbooks

The following textbooks are used in the curriculum of the Certificate in Financial Planning. All textbooks are provided, and included in the cost of the program.

  • General Principles of Financial Planning

  • Insurance Planning and Risk Management

  • Income Tax Planning

  • Investment Planning

  • Retirement Planning and Employee Benefits Planning

  • Estate Planning

  • Financial Plan Development

The textbooks listed above are published by Keir Educational Resources.