Required Textbooks--Dallas Campus
Click HERE for Plano Cohort textbooks
The SMU Certificate Program in Financial Planning utilizes three publishers for course texts: The American College, and Kaplan Schweser. Each SMU course requires a textbook from American College and a corresponding supplement from the 7-volume Kaplan Schweser review series.
*The final course in the SMU Program, Financial Planning Strategies & Case Studies (Capstone) also requires three books, one from American College and two from Kaplan Schweser.
Required books for each SMU course are noted in the chart below. Call publishers directly to purchase textbooks.
ALL TEXTS ARE AVAILABLE SOLELY FROM THE PUBLISHERS. Courses are based on the most recent textbook editions offered by the publishers. Avoid holding obsolete textbooks by purchasing only the most recent textbook edition as needed for your current course. Please keep this in mind when purchasing packaged or bundled sets.
Books are not available at the SMU Bookstore.
To ensure delivery of texts before classes begin, SMU students are strongly encouraged to order their textbooks a minimum of 7 business days in advance of the start of each course.
Required texts for courses offered in Winter and Summer Terms (Top)
| Insurance and Risk Management 102 | Retirement Planning AND Employee Benefits 104 | Estate Planning 106 |
|
HS311--Fundamentals of Insurance (Publisher: American College)
Kaplan
Schweser Review for the CFP® Certification Examination Volume II
(Publisher: Kaplan) |
HS326--Planning for Retirement Needs (Publisher: The American College)
Kaplan
Schweser Review for the CFP® Certification Examination Volume V
(Publisher: Kaplan) |
HS330--Fundamentals of Estate Planning (Publisher: American College) Kaplan Schweser Review for the CFP® Certification Examination Volume VI (Publisher: Kaplan) |
Required texts for courses offered in Fall and Spring Terms (Top)
To order Kaplan-Schweser textbooks, please contact Gail Lubhan directly:
Phone: 888-548-2492
Fax: 608-781-3941
E-mail: Gail.Lubahn@kaplan.com
| Fundamentals of Financial Planning 101 | Tax Planning 105 | Investments 103 |
|
HS300--Financial Planning: Process and Environment (Publisher: American College)
Kaplan Schweser Review for the CFP® Certification Examination Volume I (Publisher: Kaplan)
Kaplan
Schweser Understanding Your Financial Calculator (Publisher:
Kaplan) |
HS321--Fundamentals of Taxation (Publisher: American College)
Kaplan Schweser Review for the CFP® Certification Examination Volume IV
(Publisher: Kaplan) |
HS328--Fundamentals of Investments for Financial Planning (Publisher: The American College)
Kaplan
Schweser Review for the CFP® Certification Examination Volume III
(Publisher: Kaplan) |
Offered every term as needed (Top)
| Financial Strategies and Case Studies (Capstone) 107 |
|
HS--332 Financial Planning Applications (Publisher: American College)
Kaplan Schweser Personal Financial Planning -- Cases and Applications,
7th
Edition (Publisher: Kaplan) |
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 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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