Required Textbooks--Dallas Campus
Click HERE for Plano Cohort textbooks
The SMU Certificate Program in Financial Planning utilizes two publishers for course texts: The American College, and Kaplan Schweser. Each SMU course requires a textbook from American College with Fundamentals and Capstone requiring a corresponding supplement from the 7-volume Kaplan Schweser review series.
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) |
HS326--Planning for Retirement Needs (Publisher: The American College)
|
HS330--Fundamentals of Estate Planning (Publisher: American College)
|
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 Understanding Your Financial Calculator (Publisher:
Kaplan) |
HS321--Fundamentals of Taxation (Publisher: American College)
|
HS328--Fundamentals of Investments for Financial Planning (Publisher: The American College)
|
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) |
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