Certificate Program in Financial Planning

Certificate Program in Financial Planning

Textbook Information 

All textbook ordering and delivery is handled by the SMU CAPE staff. 

Students may choose to purchase books on a course-by-course basis, or as a complete package. 

Individual Textbooks

Course Textbook Editor Edition Cost
Fundamentals of Financial Planning (FP101) HS300--Financial Planning: Process and Environment Lemoine 4th $120
Insurance and Risk Management (FP102) HS311--Fundamentals of Insurance Beam 4th $120
Investments (FP 103) HS328--Fundamentals of Investments for Financial Planning Woerheide 6th $120
Retirement Planning and Employee Benefits (FP 104) HS326--Planning for Retirement Needs Littell, Tacchino, & Schneider 11th $120
Tax Planning (FP 105) HS321--Fundamentals of Taxation Brinker 10th $120
Estate Planning (FP 106) HS330--Fundamentals of Estate Planning Fontaine 13th $120
Financial Planning Strategies and Case Studies (FP 107) HS332--Financial Planning Applications Lemoine 23rd $120

  • For Insurance Agents: SMU is a registered provide of CE units for the Texas Department of Insurance.

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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

SMU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo). CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

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