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Two Certified Financial Planners Personal Financial Planning Certificate Program

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Steps to Becoming a CFP® Practitioner
Course Descriptions
Instructors
Textbooks
General Info
Registration and Payment

Textbooks

FP I - Financial Planning Fundamentals

Personal Financial Planning: Theory & Practice by Michael Dalton, Most Current Edition

FP II - Risk and Insurance

Fundamentals of Insurance Planning by Burton Beam and published by the American College, Most Current Edition

FP III - Investment Planning

Investments an Introduction by Herbert Mayo Most Current Edition

FP IV - Tax Planning

Fundamentals of Income Tax Planning by James Ivers, published by The American College - Most Current Edition

FP V - Retirement Planning and Employee Benefits

Planning for Retirement Needs by Kenn Tacchino, published by the American College - Most Current Edition

FP VI - Estate Planning

Estate Planning for Financial Planners by Michael Dalton and Thomas Langdon , Most Current Edition

***Textbooks are not Included in the price of Registration***

*Note: A textbook is also required for the Financial Calculator Workshop. In addition, students must purchase either a HP12C or HP10B2 financial calculator..

 

Contact Information

Maria Ruybal Carrillo Program Coordinator/MSCD

Phone: 303-556-6998

Mailing Address:
Finance Department
Campus Box 75
P.O. Box 173362
Denver, CO.
80217-3362

Location:
West Classroom Building
Room - 247 (WC)

 

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