Ordering Books Personal Financial Planning Program
List of Required Textbooks and their respective purchase resources
Students are responsible for purchasing their own books.
Required text books are listed below by course. Most books can be ordered on-line
from the publishers:
PUBLISHERS:
1.
KEIR:
By special arrangement students will receive the benefit of UM’s educational
discount by ordering on-line direct from Kier.
2. National
Underwriter: or go to www.nucollege.com and click on the student
link, or send your order by e-mail to Klista Zimmerman at kzimmerman@nuco.com or phone 1-800-543-0874.
Please give the customer service rep. the code COLG to receive the 10% discount
before any tax and s/h charges.
3. The
American College Press or contact Mary Ann Roselle at 610-526-1350
PFP COURSE TEXT BOOKS:
PFP 501 – Financial Planning, Fundamentals and Insurance
- Financial Planning Summary Review, Kier
- Financial Planning
Multiple Choice Questions, Kier,
- Insurance Planning Summary
Review, Kier
- Insurance Planning Multiple Choice Questions,
Kier
PFP 502 – Income Tax Planning
- Income Tax Planning Summary Review, Kier
- Income Tax Planning Multiple Choice
Questions, Kier
- Tool & Techniques of Income Tax Planning, The National Underwriter
PFP 503- Employee Benefit and Retirements Planning
- Retirement Planning, Summary
Review, Kier
- Retirement Planning, Multiple Choice Questions Workbook. Kier
- Tools and
Techniques of Employee Benefits and Retirement Planning, The National Underwriter
PFP 504 – Investment Planning
- Tools and Techniques of Investment Planning, Leimberg, 2nd Edition
PFP 505 – Estate and Gift Tax Planning
- Estate Planning Summary Review,
Kier
- Estate Planning Multiple Choice Questions, Kier
- Fundamentals of Estate
Planning, Constance Fontaine, The American College Press
PFP 506 – Comprehensive Financial Planning
- Keir Case Studies
- Keir's Simulated Exam
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