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Boston University Online Program for Financial Planning


Boston University CFP® Course Study Material

Boston Institute of Finance has partnered with book publishers and sellers to provide the links below as a convenient way to purchase the individual textbooks and summary reviews required for the program. In some cases used textbooks may be available from Amazon. Please note however, that the links below are to third-party sources, and not the Boston Institute of Finance. If you have any questions regarding your order or would like information on returns and/or privacy policies, please visit the purchase site.



For your convenience we have also created a package containing all the required textbooks, summary review books & HP12C Calculator:
Package Includes:
  • Course 1, Book 1: Tools Techniques of Financial Planning by Stephan R. Leimberg
  • Course 1, Book 2: Keir's Guide For Your Financial Calculator by Robert Crowe
  • Course 1: Keir's Study Guide for Financial Planning
  • Course 2: Fundamentals of Risk and Insurance by Emmett J. Vaughan
  • Course 2: Keir's Study Guide for Risk Management and Insurance
  • Course 3: Investments by Herbert B. Mayo
  • Course 3: Keir's Study Guide for Investments
  • Course 4: Prentice Hall's Federal Taxation by Pope, Anderson, Kramer
  • Course 4: Keir's Study Guide for Taxation
  • Course 5: Employee Benefit And Retirement Planning by Leimberg McFadden
  • Course 5: Keir's Study Guide for Employee Benefit And Retirement Planning
  • Course 6: Estate Planning for Financial Planners by Michael A. Dalton
  • Course 6: Keir's Study Guide for Estate Planning
  • HP12C Financial Calculator


Course 1 - Introduction to Financial Planning top
Course 2 - Risk Management top
Course 3 - Investments top
Course 4 - Tax Planning top
Course 5 - Retirement and Employee Benefit Planning top
Course 6 - Estate Planning top
Additional Recommended Materials top

Call a friendly program consultant with questions at 1-800-329-4996.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Boston University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Boston University is a CFP Board approved educational institution providing the instruction leading up to the CFP® Certification Examination. It does not determine individual's eligibility, qualification, or any other condition required to acquiring and maintaining the CFP® Certification. Boston University is not responsible for information beyond the education program it offers. Individuals must contact CFP Board at http://www.cfp.net for all matters regarding the acquiring and maintaining of the CFP® Certification. Boston University partners with the Boston Institute of Finance to bring the Boston University Financial Planner program online. All of the course content is developed and provided by Boston University.

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